Engineered to Earn Trust

End-to-end, multi-layered security, certified to exceed industry standards.

Real-time Compliance Status

Firmwide Security

Enterprise-Grade Safeguards

Global Data Governance

Advanced controls maintain data residency compliance through regional isolation capabilities.

Enterprise Control Suite

Our enterprise features provide granular access controls, audit trails, and custom security policies.

Comprehensive Security Framework

We provide transparent documentation of our security controls and data protection standards.

Infrastructure Security Layer

We implement multi-layered security including encryption, secure networks, and scanning.

Continuous Assessment Program

Regular third-party assessments and audits verify our security controls and drive improvements.

Security Center

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Our Commitment

Your Trusted Partners in Frontier Intelligence

You are the most trusted financial adviser that your client knows. That trust keeps them loyal year after year. Trust takes time to build but can disappear in an instant with one mistake.

The technology you choose should help you strengthen that trust, never threaten it. That's why we built Accordance with complete security and privacy. We never train on your data, and your information stays protected.

But even the best AI isn't perfect. Hallucinations happen, which is why

excellence requires partnership. We're committed to building systems that minimize errors and sharing best practices to help you avoid pitfalls. Your continued vigilance will help us all maintain the professional standards your clients expect.

We both understand that frontier intelligence isn't fully charted territory, but together, we can reach new horizons while protecting what matters most: the trust your clients place in you.

You are the most trusted financial adviser that your client knows. That trust keeps them loyal year after year. Trust takes time to build, but can disappear in an instant with one mistake.

But even the best AI isn't perfect. Hallucinations happen, which is why excellence requires partnership. We're committed to building systems that minimize errors and sharing best practices to help you avoid pitfalls. Your continued vigilance will help us all maintain the professional standards your clients expect.

We both understand that frontier intelligence isn't fully charted territory, but together, we can reach new horizons while protecting what matters most: the trust your clients place in you.

David Yue and Finsam Samson

Co-Founders, Accordance

Empower Your Team with Accordance

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Empower Your Team with Accordance

Book a Demo