Built to be the tool your CCO approves
Most firms prohibit pasting client account data into consumer AI chatbots. TieoutIQ is built for that constraint: a written agreement, an audit trail, and adviser review before anything reaches a client.
Your data trains nothing
Client statements and extracted holdings are never used to train models, ours or anyone else's. We put this commitment in writing with every firm we work with.
Data processing agreement
A written data-processing agreement is available to every firm, covering processing scope, retention, and deletion. Statements are deleted on your schedule, or immediately after analysis if you prefer.
Audit trail
Uploads, analyses and proposal exports are recorded with timestamps today. Per-user attribution comes with team accounts.
Encryption
Encrypted in transit (TLS) and at rest.
Human review before anything reaches a client
Every extraction arrives with its reconciliation results and confidence flags, and a proposal cannot be generated until the flagged rows are resolved, confirmed or overridden with a note. TieoutIQ prepares, the adviser advises.
SOC 2 roadmap
SOC 2 Type II is on our compliance roadmap. The observation window begins with our first production firms. We'll walk any firm through our security practices during evaluation.
Common questions
Where does TieoutIQ run?
On AWS in the EU (Frankfurt, eu-central-1). Statements are processed and stored there and deleted on your retention schedule. Additional regions, including US hosting, are on the roadmap, and firms with specific residency requirements can review deployment details with us during evaluation. Statements are never shared with third-party AI providers unless your firm opts in, and any opt-in is disclosed up front.
Is TieoutIQ an adviser?
No. TieoutIQ is software used by registered advisers. Analyses and proposals are prepared for adviser review and are not investment advice until adopted and delivered by your firm.
Can our compliance team check the figures?
Yes. Every extracted figure traces back to the statement row it came from, and each proposal itemises the corrections made during review, so a spot check against the original statement takes seconds.