Secure AISecure AI for financial advisors
Use AI on client portfolios without sending the client.
Prepare reviews, summarize statements and answer client emails with ChatGPT, Claude or Gemini. Client names, account numbers and Social Security numbers are removed before the AI sees a word.
What you hand the AI
- Prepare notes for a client review
- Summarize a brokerage statement
- Explain a market move to a client
- Draft a client email or letter
- Compare two plan options side by side
- Turn meeting notes into next steps
What never reaches it
Client namesAccount and routing numbersSocial Security numbersCard numbersPhone numbers, emails and addresses
Removed before the message leaves, and put back in the answer.
Simple, private pricing.
Try it free. Bring your team when you're ready, and pay yearly for 2 months free.
Includes:
- Private chat on the web, iPhone, iPad, Mac, Windows and Android
- Names and details hidden from the AI
- Web search
- Dictation and Incognito chats
- See every detail that was protected, and set your rules
- 500 MB Library
Pro
For everyday work.
$24.99USD / month
billed monthly
billed monthly
No commitment · Cancel anytime
Everything in Free, plus:
- 7× the usage
- 100 GB Library
- PDF, Word, Excel, PowerPoint and CSV support
- Google Drive and OneDrive
- Our most capable models
- Longer answers
- Priority access
Most Popular
Ultra
Our most private plan, with the most usage.
$99.99USD / month
billed monthly
billed monthly
No commitment · Cancel anytime
Everything in Pro, plus:
- Sealed chats on the web, Mac and Windows
- Connect your agents and tools, with risky actions held for approval
- 32× the usage
- 500 GB Library
- Our longest answers
Secure AI
Use any AI. Stay anonymous.
© 2026 Secure Artificial Intelligence, Inc.Private details never reach the AI.