VAULT by FINACT AI
Client Data Is Your Firm’s Most Sensitive Asset. AI Is Most Powerful When It Can Access It.
Vault makes that possible — securely.
Vault is an institutional-grade security layer that enables RIAs, family offices and wealth managers to use leading AI models with sensitive client and firm data — securely, privately and under their control.
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Built for consequential environments
Built by senior data, cloud and technology experts with experience developing highly secure systems for leading financial institutions and sensitive government environments.
The problem
Your most valuable opportunity meets your most sensitive asset.
AI is rapidly becoming one of the most powerful productivity tools available to financial firms. But getting its full value means allowing AI to work with the information your firm protects most carefully: client identities, portfolios, financial statements, tax information, legal documents, emails and internal investment data. That creates a gap between what AI can do and what a regulated financial institution can safely allow it to do.
Vault bridges that gap.
Security architecture
Control what crosses the boundary.
YOUR FIRM
Client Data · Portfolio Data · Documents · Email
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VAULT SECURITY LAYER
VERIFY
Confirm identity and permissions
ANONYMIZE
Remove sensitive identities
MINIMIZE
Share only what’s necessary
ISOLATE
Keep firm and client data siloed
CONTROL
Only approved AI models
AUDIT
Record every interaction
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APPROVED AI MODELS
OpenAI · Anthropic · Gemini · Enterprise Models
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VAULT
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YOUR FIRM
Secure Answer · Identities Restored · Full Audit Trail
Sensitive information can be anonymized before reaching the AI model and securely reconstructed within your controlled environment.
Security in layers
Security isn’t one feature. It’s the architecture.
Anonymization & Tokenization
Sensitive identities can be removed before information reaches external AI models.
Data Isolation
Firm and client information remains logically segregated and permission-controlled.
Encryption
Strong encryption protects information in transit and at rest.
Access Control
SSO, MFA and role-based permissions determine who can access what.
AI Governance
Control which models can be used, what information they receive and how outputs are handled.
Complete Auditability
Maintain visibility into AI usage, information access and activity across your organization.
Designed around enterprise security and privacy principles relevant to SOC 2, GDPR and regulated financial institutions.
Vault by Finact AI
AI is coming into every financial institution.
The question is whether your sensitive data is ready for it.
We’re working with a limited number of RIAs and family offices to design secure AI environments around their security, privacy and compliance requirements.
Request a 20-minute Private Demo
FINACT AI
VAULT / SECURE AI INFRASTRUCTURE