Can I delete everything?

Yes. Delete your account from Account settings once no subscription is active. We keep only the de-identified consent and billing records the law requires.

What happens if there's a breach?

If a security breach exposes client data in our systems, we notify you within 72 hours.

Is Quantum a registered investment adviser?

No. Quantum is a technology company, not an RIA, broker-dealer, or insurance producer.

Security & Privacy

Your clients' data stays yours.

Quantum is built for licensed advisors who hold their clients' most sensitive financial details. Here is exactly how we protect them, and who else touches them.

For compliance teams

Request documentation

Document Security & privacy summary
Entity Quantum Portfolio Analytics LLC
Location Fayetteville, Arkansas
Contact founders@quantumportfolioanalytics.com

Our promises

Never used to train AI.

Client data is never used to train AI models, and our AI providers are contractually barred from training on it.

Encrypted, and kept in the US.

Data is encrypted in transit and at rest on Google Cloud, and processed and stored in the United States.

Yours to take or delete.

Export everything as a file at any time, and delete your account from settings once your subscription ends.

How AI is used

AI reads. Math calculates.

AI helps Quantum read uploaded statements and draft narratives. Every figure in a plan comes from Quantum's rule-based calculation engine, checked against a regression suite, not generated by AI.

i Statements Upload
ii AI extraction AI reads
iii Advisor review You
iv Calculation engine Math
v Plan and deck Output

Controls

How we protect data

Encryption

TLS in transit, encrypted at rest on Google Cloud.

Private document storage

Uploads sit in access-controlled storage, opened only through short-lived signed links.

Locked-down production

Access to production systems is restricted and logged.

Secure sessions

Secure, http-only session cookies and a two-device limit per account.

Audit trail

Consents and compliance-alert overrides are logged with time and version to support your firm's supervision.

No trackers, no sales

No advertising or third-party analytics trackers, and we never sell personal information.

“Quantum calculates, analyzes, and illustrates. The advice, and your clients' data, stay yours.”

For compliance teams

Where your data lives: Google Cloud

Google Cloud security overview →

Used for Hosting, database, file storage, sign-in, and OCR of scanned documents (Google Cloud and Firebase)
Data held All account and client data, uploads, and logs
Region United States

Encrypted in transit with TLS and encrypted at rest.
Uploads sit in access-controlled storage, opened only through short-lived signed links.
Access to production systems is restricted and logged.

Compliance summary, on request.

Our full compliance summary covers subprocessors, incident notice, data retention, and exam support. We share it with advisors and their compliance teams on request.

Request documentation

Terms · Privacy Policy · Disclosures

Questions

Do you or your AI providers train on my clients' data?: No. Client data is never used to train AI models, and our AI providers are contractually barred from training on it.
Where is my data stored?: Google Cloud, United States.
Can I delete everything?: Yes. Delete your account from Account settings once no subscription is active. We keep only the de-identified consent and billing records the law requires.
What happens if there's a breach?: If a security breach exposes client data in our systems, we notify you within 72 hours.
Is Quantum a registered investment adviser?: No. Quantum is a technology company, not an RIA, broker-dealer, or insurance producer.

Questions from your compliance team?

Contact

Email founders@quantumportfolioanalytics.com and we will send what they need.

Request documentation