Scope access
Firm, advisor and client roles limit who can see each engagement and its records.
Security
Client intelligence deserves serious protection.
The Analyst uses firm and client access controls, encrypted Australian Azure storage and task-scoped AI processing. This overview is based on controls checked against production on 8 September 2026; request the current detailed Security Information Brief for a security review.
THE ANALYSTDEEP INTELLIGENCE
Advisor questionWho can reach a client's information, and where is it held?
What goes in
- Firm and client identities
- Permissioned data and documents
- Task-scoped analytical requests
What comes out
- Role-limited client access
- Encrypted storage and transmission
- Administrative audit trail
Illustrative workflow · Advisor judgement stays in the loop
The workflow
Protect access through the work.
Protect data
Customer data is stored in Azure Australia and encrypted in transit and at rest.
Use only what is needed
Analytical AI requests are task-scoped rather than sending the whole client dataset to one provider.
Data handling
The right people, the relevant data.
The September 2026 security one-pager records firm-level isolation, client-scoped access and private Azure storage. It also describes paid AI-provider arrangements under which customer data is not used to train models. Australian storage does not mean every AI-processing step is performed in Australia.
- Role-based firm, advisor and client access
- Encryption for stored data and public connections
- A detailed Security Information Brief available on request
Assurance status
Clear about what is in progress.
The Analyst's SOC 2 Type II and ISO 27001 work is in progress. Azure and AI providers hold their own certifications; those are not certifications of The Analyst. For a procurement review, ask for the current Security Information Brief.
- Security Information Brief: security@theanalyst.io
- Review current privacy terms for personal-data handling
- Ask about engagement-specific sharing, meeting notice and retention