Your data. Your rules.
Bank-level encryption, strict access controls, and zero data sharing. Your financial data is protected at every layer.
Encrypted at every layer.
Bank-level encryption
Sensitive financial data and documents are encrypted using modern standards at rest and in transit.
Secure sessions
Connections use encrypted transport so data is protected from your device to Frame.
Short-lived access
Document access is designed around temporary links and authenticated sessions, not permanent public URLs.
Built on proven infrastructure.
Durable storage
Documents and account data are stored with infrastructure providers built for reliability and security.
Limited credentials
Uploads and downloads use scoped access patterns so credentials do not stay open longer than needed.
Operational safeguards
Monitoring, backups, and vendor controls help protect the systems that support your plan.
Strict access controls.
Only your planning team
Your information is available only to you and the advisors who need it to support your plan.
Read-only connections
Connected accounts are used for balances and transactions. Frame cannot move money from your accounts.
No data sharing
We do not sell your data, and we do not share it with third parties for advertising.
You own your data.
Deletion on request
You can request deletion of your personal information, documents, and connected account data.
Clear visibility
You can review what is connected, what has been uploaded, and what your advisory team uses.
Permissioned by design
Access is granted for planning work, not broad internal visibility.
Full deletion on request. Clear visibility while you use Frame.
Your financial data exists to support your plan. You can ask what is stored, review what is connected, and request deletion when you need it.
Data should never feel trapped.
Frame keeps access permissioned and gives you a straightforward path to remove personal information, documents, and account connections.