Encryption, least privilege, MNPI policy, and no training on your content.
Data is encrypted in transit. Credentials and integration tokens are encrypted at rest. Access is role-based with least privilege.
Customer data can include MNPI. TakePublic handles it under a written policy. Personnel are prohibited from trading in your securities on information learned through the Service.
We do not use your content to train AI models. Content sent to AI providers is used only to produce the output you request.
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TakePublic is a technology platform, not a law firm, broker-dealer, or auditor. Nothing files without review and sign-off by a licensed securities attorney.