Security & Data Protection
Data Security
Your Investors’ Data, Protected at Every Layer
Advisors trust IFAWise with their clients’ most sensitive information. The platform is built so that investor data stays private, encrypted and accessible only to the people authorized to see it.
Encrypted Personal Data
Isolated Data Layer
Encryption of Sensitive Information
- Investor contact details — including email IDs and mobile numbers — are stored in encrypted form, never as plain text.
- Even if the underlying storage were accessed directly, this information would remain unreadable without the encryption keys.
- Personal details are decrypted only when an authorized user needs them inside the platform.
Isolated Data Layer
- Each advisor’s client data is isolated at the data layer, so one advisor’s information is never visible to another.
- Investor records sit in a separate, protected layer and are reached only through secured, controlled services — never directly.
- Isolation contains the impact of any issue and keeps every advisor’s client base confidential.
Controlled Access
- Role-based access lets advisors decide who in their team — Admin, RM, Operations or Support — can view or act on client data.
- Team members see only what their role allows, keeping data confidential while teams collaborate.
Secure Connectivity
- Data travelling between investors’ browsers or apps and IFAWise is sent over encrypted connections.
- Transactions flow through secure, compliant integrations with BSE StAR MF and RTA systems.
