How ClearPlan handles advisor and plan data: zero-PII architecture, encrypted US-based storage, and database-level isolation between advisors. Everything you need for vendor due diligence lives on this page.
Everything above is public — no NDA required. Have your own security questionnaire? Send it over and we’ll complete it, typically within two business days.
Cloudflare CDN and Google Fonts serve static assets (script libraries, web fonts) to your browser and receive no customer data. Additions or removals are published 14 days in advance — see the full notice policy.