Security

Each workspace is isolated. Members only see the workspaces they belong to — not anyone else’s.

Bank connection credentials and account identifiers are encrypted and kept off limits from the browser and from the AI assistant. Data moving between you and Omniworth is encrypted in transit.

Sign in with email (or Google, if you choose). You can turn on two-factor authentication, and invite workspace members or advisors with the access level you want — including read-only for advisors.

You can connect financial institutions through a trusted account-linking partner. You can disconnect institutions anytime from within Omniworth.

The assistant answers from calculated results over your workspace data — not by inventing numbers, and not by receiving your bank credentials or a free-for-all dump of your accounts. Important steps are logged so answers can be traced back to the math.

Omniworth runs on established providers for hosting, data, bank connections, payments, and email. We keep access limited to what the product needs to operate.

Current platform status is on our status page.

Think you’ve found a security issue? Email security@omniworth.finance.