What can I tell my client about DecisionVault's security practices?

We have 2 resources available for this:

Firm facing Security Page

First up, for you and your firm, we have a write up of our security practices and you can read more about our security practices here: https://decisionvault.com/security

Client facing Security Page

We also have a write-up on a specific page that has your firm logo next to the DecisionVault logo to explain how you're using our software and the safeguards we have in place to keep the data safe.

You can find the link for your firm under Settings > Firm > Security:

Frequently Asked Questions

What does the client facing security page show?

It is branded with your firm logo next to the DecisionVault logo and explains how your firm uses the software and the safeguards in place to keep client data safe.

Where do I find my firm's security page link?

Go to Settings > Firm > Security and copy the link shown there to share it with your clients.