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Frequently Asked Questions (FAQs)

What are your security practices?

We use end-to-end encryption for all data, including data at rest. We engage in regular security audits and keep software up-to-date to mitigate any emerging threats. We are happy to work with compliance and security teams to ensure that our software meets all required practices at your firm.

Do I need a subscription to access Q(Fin)?

You can try Q(Fin) without a subscription by visiting the Demo version. To unleash the full capabilities of the platform, we recommend signing up for Q(Fin) Pro. With the Pro subscription, users can connect unlimited accounts, make unlimited queries, assignments, and set specific optimization parameters for more powerful AI insights. If your firm has a technology stipend, it may cover the costs of our Pro membership.

What can Q(Fin) help with?

Q(Fin) is designed to assist with a range of investment management-related tasks, from research and data analytics to stakeholder communication and report generation. Whether you are looking to stay on top of the latest news and understand how it will impact your client’s portfolios or want to provide clients and prospects with tailored portfolio insights, Q(Fin) can help.

Can advisors use Q(Fin) with clients?

Yes! While Q(Fin) does not interact directly with clients, the content generated can be used to assist with ad-hoc client inquiries, periodic performance and risk reviews, and much more. We built Q(Fin) with compliance in mind. All AI-generated content is time-stamped and securely stored, with input data and AI rationale recorded to ensure all responses are backed by sound logic and verifiable data sources.

Is it hard to Integrate Q(Fin) with your existing business?

Not at all. Q(Fin) is engineered to immediately add value with minimal setup required. Seamlessly integrate with Orion, Redtail, WealthBox, and more to realize the full potential of the platform. Don’t see the integration you’re looking for? Let us know!

What is Q(Fin)?

Q(Fin) mirrors the core responsibilities of an investment analyst. From research and data analysis to automation and stakeholder communication, Q(Fin) is engineered to increase productivity and elevate performance. 

Benefit from: 

  • AI-powered investment insights

  • Seamless automation

  • Safe, Secure, and Compliant digital infrastructure

What are your security practices?

QuAIL Technologies adheres to comprehensive security practices designed to protect and manage your data effectively. Here are some key aspects:

  • Data Protection: All customer data is encrypted both at-rest using AES-256 and in-transit using TLS 1.2 to ensure data security.

  • Cybersecurity Practices: We have documented cybersecurity practices available at our Trust Center. This includes quarterly vulnerability scans and annual penetration testing.

  • Data Center and Server Security: Our servers are hosted on the Google Cloud Platform which uses a multi-region US-based server network, enhancing data availability and reliability.

  • Incident Management: We have detailed incident management protocols and immediately communicate any cybersecurity breaches with customers in accordance with GDPR requirements. We also ensure a rapid response and resolution process, with action taken within 24 hours of an incident.

  • Compliance and Certifications: We are SOC 2 certified, and actively pursuing GDPR compliance. We also partnered with Vanta for constant third-party monitoring.

Will my compliance officer sign off on this?

We are confident they will. We built Q(Fin) with compliance in mind and have taken various measures to ensure ongoing alignment with the latest industry standards. The NIST AI Risk Management Framework is integrated into our internal development process and we also provide these resources to our users.

What is Attention Required?

These are items that require you to take action on for the process to continue. You can click the Attention Required button to see a list of the items that need their review and action.

How can I schedule a recurring assignment?

You can schedule tasks for Fin, at a user specified frequency, in the Assignments tab.

How reliable is the model?

You can monitor Fin’s performance on the daily benchmark assessment to immediately identify changes in model behavior.

What does your cybersecurity look like?

All data is encrypted in transit and at rest using the latest industry standard protocols. Data is not accessible to other users and is only used to improve your  personal AI.

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