Mudanza
  • Advisors
  • Compliance
  • About
  • Careers
Book a walkthrough
For RIAsFor institutionsFAQCompareChangelogAdvisorsComplianceWalkthroughContactAboutCareersPrivacyTermsSecurity
Trust CenterPrivacyTermsSecurity

Security overview · Updated November 5, 2026

Clear boundaries. Evidence you can review.

Mudanza’s security approach connects firm-level access, governed AI, and an attributable record of work. Review the controls and evidence for your proposed deployment with our team.

ON THIS PAGE

InfrastructureIdentity and firm boundariesAI governanceReview and evidenceAssurance and availabilityReporting a concern

Infrastructure

The platform is built on Microsoft Azure, using Azure Static Web Apps, Azure Functions, and Azure SQL. A technical review should establish your hosting, data location, encryption, backup, and recovery requirements.

Identity and firm boundaries

Access uses authenticated accounts and firm-scoped authorization. Review the roles, identity configuration, and access-review process needed by your organization. Existing accounts do not imply access to another firm’s records.

AI governance

The platform’s model-router architecture applies firm policy to AI requests and records model usage. Your evaluation should cover permitted providers, sensitive information, source context, and the actions that require a person’s approval.

Review and evidence

Audit history and review workflows are part of the product’s security design. Confirm the events captured, export format, retention period, and availability of each workflow for your firm. Quarterly access reviews, exam packs, and privacy-request tracking are listed with their current public status in the Trust Center.

Assurance and availability

This overview is not an independent assurance report or a certification. It does not establish a completed SOC 2 examination. Ask us for the evidence available for your review and confirm which controls are deployed before relying on them.

Reporting a concern

Email hello@mudanza.io with a brief description of the concern and the affected page or workflow. Do not include credentials or confidential client information. Ask us for a suitable way to share sensitive details.

Have a security question?

Tell us what your firm needs to evaluate. For a security concern, start with a brief description and ask for a suitable way to share sensitive details.

hello@mudanza.io
Mudanza

Governed AI and Memory for Wealth Advisors

For RIAsFor institutionsFAQCompareChangelogAdvisorsComplianceWalkthroughContactAboutCareers
Trust CenterPrivacyTermsSecurity

© 2026 Mudanza. All rights reserved.hello@mudanza.io