Specific answers about how the platform is governed.
This page is written to be forwarded: to your compliance officer, your licensee, your board. Plain English, no marketing. If a question isn't answered here, ask us directly and we'll answer it in writing.
The harness, in plain English
A large language model is an engine: powerful, but not something you put on the road by itself. The harness is the steering, the brakes and the rules of the road. Every capability in the platform operates inside four constraints:
Calculations, projections and financial rules run through validated, deterministic engines, not free-form model output. The model explains; it does not compute unsupervised.
Every user, whether client, adviser or firm administrator, sees only what their role allows. Access is explicit, granted, and revocable. There is no ambient access to anything.
Every interaction, every surfaced insight and every data access is logged and reviewable. When your licensee asks what happened and why, the answer is a record, not a reconstruction.
Anything that reaches a client as analysis is adviser-authored or adviser-approved. The adviser is always accountable, and always in the loop.
Generic AI starts with a blank conversation. TIFIN.AI starts with the client.
The difference isn't the model. It's everything built around it. A general-purpose assistant knows nothing about your client, your firm or the rules you operate under. Ours starts inside all three.
General-purpose knowledge
Purpose-built financial services harness
Context supplied again and again
Authorised CRM, document and financial context
Open-ended responses
Regulatory boundaries and adviser escalation
No firm investment framework
Firm knowledge, model portfolios and preferred investments
Separate from client service
Secure communication, documents and adviser connection
Limited business oversight
Consent, monitoring and auditable activity
The advantage isn't a chatbot. It's the governed connection between client, adviser and firm.
How client data is handled
Australian client data is stored in Australian data centres. Where a processing step involves offshore infrastructure, it is documented and disclosed. We will name it, not gesture at it.
Data is encrypted at rest and in transit. Environments are segregated; production access is limited, logged and reviewed.
The permission architecture governs every view: a client sees their own picture; an adviser sees their clients; a firm sees its practice. Our staff do not browse client data. Operational access is exceptional, ticketed and audited.
Your client data is never used to train shared models. Full stop. This commitment appears in our agreements, not just on this page.
Our AI posture
The platform educates and informs. It does not give financial product advice. Analysis presented to a client is authored or approved by their adviser, who remains accountable for it. The distinction between education and advice is enforced in the product's design: in what the system is permitted to generate, and in what must pass through an adviser before a client sees it.
We operate within Australia's licensed-entity framework and engage constructively with the direction of regulatory reform. We describe the regulatory environment; we do not make predictions about it or build claims on it.