AI Trust & Safety

    Responsible AI, built for advisors.

    Sage is an AI-powered content creation platform built specifically for financial advisors. Trust, security, and compliance are paramount. Here's how we protect your data and support your obligations.

    Our AI Principles

    Four commitments we build against.

    Human-Centered

    AI assists your creativity. It never replaces your judgment. All content requires your review and approval before use.

    Privacy-First

    Your data is never used to train AI models. Our AI providers work under enterprise terms that bar training on your data, and they keep requests only briefly for abuse monitoring.

    Compliance-Aware

    Our AI is designed to avoid compliance red flags and can be customized to your firm's specific requirements.

    Transparent

    Every AI output includes a clear disclaimer. You always know when content is AI-assisted.

    Data Protection

    How we protect your data.

    What we never share with AI

    • Your login credentials and passwords
    • Payment and billing information
    • Authentication tokens and session data

    You control your profile data

    You decide how much of your Sage Profile is used to personalize AI outputs. Toggle profile sharing on or off for each tool.

    When profile sharing is off, AI uses only the details a tool can't work without, such as your firm name, audience and required disclosures.

    Enterprise-grade infrastructure

    • Our infrastructure provider, Supabase, is SOC 2 Type II certified. That certification covers its platform, not SageContent's own operations.
    • All data is encrypted at rest and in transit
    • Secure, enterprise API connections: AI providers process your data only for your immediate request and may hold it briefly for abuse monitoring before deleting it.
    Compliance

    Built for your regulatory reality.

    Sage was built by CFP® professionals who understand the regulatory landscape financial advisors navigate daily.

    Customizable compliance settings in your Sage Profile to guide AI outputs
    Built-in fields for tracking compliance approval dates and approving representatives
    Automatic inclusion of your required disclosures in video descriptions
    Complete chat history with inputs and outputs for recordkeeping
    CSV and Word document exports for compliance review and examination
    Role-based access for enterprise teams, enabling compliance officer oversight
    Your Role

    AI is a powerful assistant. You stay in control.

    • Reviewing all AI-generated content for accuracy before use
    • Verifying any financial data or statistics referenced in outputs
    • Ensuring content meets your firm's specific compliance requirements
    • Submitting content for compliance review as required by your firm
    Learn More

    Request the full AI Governance Policy.

    Detailed data handling, security controls, and compliance features. Available for enterprise prospects and compliance teams.

    nick@sagecontent.ai sagecontent.ai

    Last Updated · October 2026