Security and privacy, in plain terms.
WiseNest Connect is a tool to use alongside your firm's compliance program.
⚖️ How WiseNest is paid
WiseNest operates on subscription fees only — never placement fees. Advisors are never charged based on whether a client engages or invests.
Built for advisors from the start
Encryption, role-based access, audit logging, and multi-factor sign-in for advisors are part of how the product is built.
Data Privacy
WiseNest does not sell or rent client financial data. Revenue comes from advisor subscriptions, not data. Account-link tokens are encrypted with AES-256.
Advisor Duty
Only SEC/state-registered investment advisers and CFP®s are listed. No commission-based advisors, no insurance-only agents.
Audit Logging
An audit trail records key actions, such as steward transfers.
Access Controls
Role-based access controls enforce advisor/client separation. Read-only account linking — you never hold client credentials.
Explicit Consumer Opt-In
Families request introductions from inside their own plan, after running projections and seeing their gaps.
Questions about your disclosures
WiseNest does not replace your Form ADV Part 2 or your firm's compliance program. Questions about your specific compliance setup? Email advisors@getwisenest.com — we'll work through it with you.
Compliance officer doing due diligence? Request our Security & Compliance Trust Packet, shared under NDA. It covers our security controls, sub-processors, and risk register.
Questions about compliance?
Email us. We'll work through every detail with your compliance officer — no gatekeeping, no sales pitch.