When financial advisors stay focused, client's outperform.

Save thousands of hours on distracting operations with the first intelligence system designed for wealth managers

Book a 15min introduction

ADVISORS MANAGING

$0.0bn

of assets use Alcova to reduce work load

Solutions for advisor teams

Intelligent operations, built specifically for advisors

Client Notes

Content Options
Prompt

Effortless organisation of your client conversations

Free

Email Security

Protect client data

from email breaches

Prevent accidental email breaches

New

Operator

Don't waste time on updating your CRM

New

Data Room

Page 1 of 2
100%
PDF

Secure client document collaboration

Coming Soon

Integrations

Works with your existing tools

Microsoft Dynamics icon

Microsoft Dynamics

Gmail icon

Gmail

Salesforce icon

Salesforce

Slack icon

Slack

Zoom icon

Zoom

Outlook icon

Outlook

Background

Security

Industry Leading Security & Privacy

Security stands as a cornerstone of Alcova's enterprise infrastructure. Our comprehensive security framework implements rigorous controls to ensure the confidentiality, integrity, and availability of your data. Built on industry best practices and aligned with SOC2 standards, our security protocols protect sensitive client information and maintain compliance with strict regulatory requirements. Through robust security architecture, continuous monitoring, and regular audits, Alcova provides the secure foundation your firm needs to scale with confidence.

Go to Trust Center

  • Enterprise Level Security

    We implement SOC2-Type I and soon SOC2 type II security controls verified by an external auditor.

  • Granular Permissions

    We provide granular role-based permissions to restrict access to sensitive data within your team.

  • Model Transparency

    We provide transparency into the models we use for each task, and never use customer data in training new models.

  • Data Security & Sovereignty

    We encrypt all data with per-customer keys and process it exclusively in Australian data centres for ANZ customers, ensuring compliance with local privacy regulations.

Next Steps

We speak with advisors every day.
Let's talk about how we can help you.

You'll hear back from us within 24 hours.

Alcova

Alcova AI Pty Ltd
ABN: 70 676 351 349
Melbourne, Australia

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