Vena AI
AI-powered financial planning platform built on Microsoft Excel.
Independent assessment across data handling, compliance, security and transparency.
Risk factors
3- Processes financial data which may include sensitive information
- Data sent to cloud servers for processing
- User-generated content may be used for model training
Recommendations
2- Limit sensitive data input
- Review terms of service for data usage policies
Data handling
- Storage
- Encrypted cloud servers
- Retention
- Duration of account plus regulatory minimums
- Training on inputs
- Aggregated anonymized data may be used for improvements
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