Encryption
Connections use TLS, stored data is encrypted at rest, and third-party integration tokens are encrypted before storage.
Security & data handling
Trust-accounting controls without taking custody.
FIDGARD is designed to coordinate records, reviews, approvals, and reconciliation while your firm remains in control of its accounts and client funds.
01
Firm-controlled funds
FIDGARD does not hold, pool, custody, or control client funds.
02
Connected, not credentialed
Bank credentials are handled through Plaid—not stored by FIDGARD.
03
Role-based decisions
Authorized users retain control over review and approval.
04
Reviewable history
Protected transaction and activity records support oversight.
Concrete safeguards
Clear answers for your security review.
Security claims should be specific, verifiable, and limited to controls actually in operation. Contact us for a current security questionnaire or data-flow discussion.
Contact securityAccess controls
Organization-level isolation and role-based permissions help restrict sensitive trust-accounting activity to authorized users.
Protected history
Cleared transactions remain locked. Corrections use controlled void and reversal patterns so the history remains reviewable.
Human approval
Document intelligence can draft structured information, but your staff verifies the source and an authorized user controls approval.
Credential handling
FIDGARD does not store bank login credentials. Plaid Link handles the connection flow and FIDGARD receives permitted account data.
Data portability
Your firm owns its trust-accounting data and can request an export for operational continuity and recordkeeping.
Monitoring
Application activity and operational events are logged to support investigation, accountability, and service reliability.
Subprocessors
AWS, Plaid, Intuit, OpenAI, Stripe, and service providers listed in the Privacy Policy support specific platform functions.
AI document processing
AI drafts. People verify. Authorized users approve.
Uploaded documents may be processed using AWS Textract and OpenAI to extract structured information. FIDGARD displays the source for review; AI does not independently authorize or release a disbursement.
Read the Privacy Policy →Security questions are part of the demo
Review the funds flow before connecting an account.
We can walk through access, bank connectivity, document handling, roles, and the exact controls used in your pilot.