PiiQ has been accepted into the Fintech Sandbox Data Access Residency program.

PiiQ helps financial advisors safely use AI to protect client data, automate the work, and grow AUM. Built for RIAs and modern advisory teams, PiiQ reduces the operational complexity behind compliance, billing, forecasting, CRM, cybersecurity, onboarding, marketing, and operations so firms can stay focused on serving clients and growing relationships. PiiQ protects personally identifiable information (PII) before it reaches AI or third-party tools, giving advisors a more secure way to use AI across the business.