How Strata AI protects your data and your clients' information
Strata AI is built for financial advisors who handle sensitive client data every day. We understand that trust is the foundation of your business, so we've designed our platform with security as a first-class requirement — not an afterthought. Below is a transparent overview of the measures we take to protect your data and your clients' information.
All data transmitted between your browser and our servers is encrypted using TLS 1.2+ (HTTPS). This means that every email you generate, every statement you upload, and every meeting note you record is encrypted in transit.
Data stored in our database is encrypted at rest using AES-256 encryption, the same standard used by banks and government agencies. Database backups are also encrypted.
Uploaded files (statements, insurance policies, annuity contracts) are stored in Amazon S3 with server-side encryption (SSE-S3) and are only accessible through authenticated, time-limited URLs.