ATOMIQ Security review brief for financial advisory firms atomiq.systems What happens to a meeting in the local app Audio imports and microphone recordings are transcribed in the browser with the bundled English speech model. Saved meeting records and completed forms stay in the browser profile. The local server stores reusable template definitions. It processes transcripts submitted to its form tool in memory. The advisor can check a drafted field against its source, correct it and export the reviewed record. Exported files can contain sensitive client information. Access to those copies follows the firm's own storage and sharing practices. Browser data can be deleted in the workspace or browser. Assurance and due diligence Atomiq reports SOC 2 assurance, GDPR compliance and ISO 27001 certification. For your procurement file, email info@Atomiq.systems to request the SOC 2 report and its coverage period, the ISO 27001 certificate and its scope and validity dates, and data protection terms for the edition your firm is considering. Your reviewer can compare those materials with the firm's requirements. In development End-to-end encryption for shared meeting records is planned. The current local app supports advisor-controlled file export.