MyBrokerAI
Security & privacy

Your documents. Your workspace. Your record.

What happens to your data, where it runs, and what it means for your disclosure.

What happens to your documents

  • Your documents are uploaded to a workspace dedicated to your firm alone. They're indexed there. They stay there.
  • When you ask a question, only the parts of a document needed to answer it are used to generate the answer — not the whole file.
  • Every question, retrieved excerpt, and answer is recorded on your workspace. The record belongs to you.
  • Administrative access to your chats is disabled. We don't read your conversations.

Where it runs

Your workspace runs on infrastructure in Germany. Encrypted at rest and in transit. Dedicated to your firm. Not shared with other brokers.

Compliance

Designed to support your AI disclosure obligations. The product gives you the record. Your privacy policy gives you the words. We're the first half; you're the second.

A Data Processing Agreement is available on request. Ask for it on the call.

Questions about the data flow?

I'll walk you through exactly what happens to a document from upload to answer. On the call.

Book a 20-minute call →