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How secure is my data with the AI financial advisor?

Bank-level security, encryption, and 2FA. We don’t store bank logins, default access is read-only, and you can request deletion of personal data (subject to legal requirements).

How optimized is your portfolio?

PortfolioPilot is used by over 40,000 individuals in the US & Canada to analyze their portfolios of over $30 billion1. Discover your portfolio score now:

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1: As of November 14, 2025