Data and privacy
Your data security and privacy are fundamental to how the Advizr platform works. Every client organization gets an isolated database, strict access controls, and encrypted communications. This page answers the most common questions about how your data is handled.
Your business data — documents, conversations, goals, and activity — is stored in a dedicated database provisioned specifically for your organization. This database is separate from every other client’s database and from the authentication system. The platform runs on established cloud infrastructure with data centres in secure, audited facilities.
Only two groups of people can access your data:
- Your team — anyone you’ve invited to the platform with a Client Admin, Client Viewer, or Client Consumer role
- Your assigned Advizr staff — your FDE and any Advizr team members assigned to your engagement (Admin role)
No other clients, no other Advizr staff outside your engagement, and no third parties can see your data.
No. Client data is never shared between organizations. Each client has a completely separate database. There is no shared data layer, no cross-client analytics, and no way for one client’s data to appear in another client’s workspace.
No. Your documents, conversations, and business data are never used to train, fine-tune, or improve AI models. Your data is used only to provide you with relevant responses and recommendations within your own workspace.
All data is encrypted:
- In transit — all traffic between your browser and the platform uses HTTPS (TLS encryption)
- At rest — database storage is encrypted using industry-standard encryption
- Passwords — stored as secure hashes, never in plain text
The dual-database architecture adds another layer of protection — your login credentials and your business data are stored in separate systems.
Your data is retained for as long as your subscription is active. If you cancel, your data is retained for 30 days after the end of your billing period to allow for reactivation. After 30 days, data is scheduled for permanent deletion. If you need data exported before cancellation, contact your FDE.
Yes. You can download your uploaded documents at any time from the Documents section. For a full data export — including conversations, goals, and activity history — contact your FDE through Chat. They’ll arrange the export and provide it in a standard format.
If you’re planning to cancel, request your export before the end of your billing period.
Yes. You can delete specific documents by removing them from the Documents section. For a complete data deletion request — including all conversations, activity logs, and processed data — contact your FDE. Complete deletion is processed within 14 business days.
Questions about compliance
If you have specific compliance questions — for example, whether the platform meets requirements for your industry or jurisdiction — send your FDE a message in Chat. They can provide detailed information about the security measures relevant to your situation.