Your research process is your competitive advantage. FilingsIQ is purpose-built so your analyses, theses, and insights never leave your control, by a team with 15+ years in financial compliance, software, and data security.
Your notes, theses, and research content are never used to train or fine-tune FilingsIQ's AI models.
Research content is never shared with or sold to third parties. No behavioral tracking, no third-party analytics cookies.
You retain full ownership of all generated content. Your research stays in your account and is used for nothing else.
Account deletion permanently removes all associated data. No archives, no retention surprises.
Your notes, analyses, and investment theses are yours alone, stored only in your account and used for nothing beyond serving them back to you.
We collect only what's necessary to provide the service. We don't monitor your positions or store sensitive client portfolio data.
FilingsIQ works exclusively with publicly available data. No proprietary or sensitive firm data is ever required.
FilingsIQ isn't a generic AI tool retrofitted for finance, it's designed from the ground up to meet the standards your firm expects.
Hosted on Google Cloud Platform with encryption end to end and an isolated, access-restricted production environment. The full spec, in plain terms:
We're happy to discuss data handling, security measures, or compliance considerations in detail.