As AI continues to revolutionise industries—including financial planning—it’s natural for advisers, licensees, and compliance teams to ask an important question: 

“Is this AI tool safe to use with client information?” 

At AdviserBuddy AI, the answer is simple: 

Yes—because we’ve designed it to work entirely without client data or personally identifiable information (PII). 

This approach not only protects your firm from unnecessary cybersecurity risk, but also makes it easier to introduce AI-powered efficiency into your practice with confidence. 

Built for Financial Advisers from Day One 

Unlike general-purpose AI tools, AdviserBuddy AI was created specifically for financial advisers. We knew from experience that advisers want help brainstorming smarter strategies—not more compliance headaches. 

That’s why we built AdviserBuddy AI to work with fully de-identified, anonymous inputs. 

✅ What You Can Input: 

• “Client in their 60s, $1.2M in super, earning $180K, wants to retire in 5 years.” 

• “Business owner exploring tax-effective wealth structuring and retirement income options.” 

❌ What You Shouldn’t Input: 

• Client names, initials, or contact info 

• TFNs, SSNs, account numbers, or government IDs 

• Employer names, business names, or anything personally identifiable 

Since nothing sensitive is ever required, AdviserBuddy AI eliminates the traditional security risks associated with client data—while still delivering rich, tailored strategy insights. 

Where Is Data Stored or Processed? Here’s the Clear Answer 

All inputs are processed in real time via OpenAI’s enterprise-grade API infrastructure, which may operate globally (including in the United States). 

AdviserBuddy AI: 

• Does not store or retain any data after your session ends 

• Processes data in real-time, with no logging or historical tracking  

Because we prohibit personal data and never store user inputs, the risk exposure to your business is virtually nil. 

Why This Model Works So Well for Financial Advice 

In industries like financial planning—where trust, compliance, and confidentiality are non-negotiable—this kind of privacy-first approach is key. 

AdviserBuddy AI: 

• Respects your professional obligations 

• Fits within your compliance framework 

• Enables you to leverage AI without breaching confidentiality 

It’s one of the few tools that allows you to bring AI into your practice without introducing complexity, approvals, or risk concerns. 

Supporting Global Privacy Standards 

While AdviserBuddy AI doesn’t process or store personal information, we still align with global data protection expectations: 

• • Australia – Privacy Act 1988, APRA CPS 234 
• • United Kingdom / Europe – GDPR 
• • United States – CCPA & SEC Reg S-P 
• • Canada – PIPEDA 

Using AI with Confidence in a Regulated Industry 

With AdviserBuddy AI, you don’t have to compromise between innovation and compliance. 

You can: 

✔ Generate smarter strategy ideas 

✔ Save hours of research 

✔ Keep your data risk exposure at zero 

All while staying within your firm’s governance expectations. 

Try AdviserBuddy AI—No Data Risk, No Commitment