Bank-grade security, advisor-grade compliance
Vireos is designed from the ground up for the regulatory realities of financial advice.
Built around SEC & FINRA
Every piece of content moves through configurable review queues with full audit history. Designed with chief compliance officers, not around them.
- ✓ SEC Marketing Rule (206(4)-1) workflows
- ✓ FINRA Rule 2210 review and approval
- ✓ Versioned drafts with attribution
- ✓ Exportable audit logs (CSV / PDF)
Encryption
AES-256 at rest, TLS 1.2+ in transit. Keys managed via AWS KMS with rotation policies.
Compliance
SOC 2-aligned controls. Workflows mapped to SEC and FINRA marketing rules with audit trails.
Access Control
Role-based permissions, SSO/SAML on Enterprise, granular review queues.
Infrastructure
Hosted on AWS with isolated tenancy, daily backups, and 24/7 monitoring.
Privacy
Your data is yours. We never train public models on customer content.
Audit Trails
Every draft, edit, approval, and publish event recorded and exportable.
Certifications & standards
SOC 2 Type II
In Progress
AES-256 Encryption
Active
TLS 1.3
Active
Have security questions?
Our team is ready to discuss your specific security and compliance requirements.