Security

Trusted Microsoft infrastructure and a careful approach to AI and cyber security.

How fp one approaches security, privacy and AI. The detail is walked through with each practice before early access.

Microsoft infrastructure

Built on Microsoft Azure, with client records and documents held in Australia. Turn-key practices can run it in their own Microsoft tenant.

Encrypted

Client data is encrypted in transit and at rest.

Australian hosting

Client records are hosted in Australia, and AI on client work uses Australian regions.

Not used to train AI

fp one is designed so client data is not used to train AI models, using enterprise AI services rather than consumer chatbots.

Privacy by design

Names and identifiers are masked before client information is used for AI drafting.

AI with a defined purpose

Each AI feature has a set task, such as meeting notes, paraplanning or product research.

A controlled process

AI on client work follows a set, checked process rather than acting on its own.

Advisers stay in control

AI prepares drafts. An adviser reviews and approves the advice, and advice documents tell clients when AI has assisted.

Research kept separate

Council agents work on product and market data, kept apart from client files.

Developed on synthetic data

fp one is developed using synthetic households rather than real client records.

Adopt the latest technology. Keep your security.

We walk every practice through the full security posture before early access.