Your clients’ information is the most sensitive thing you hand us. Here is exactly how we treat it.
Pseudonymous by design
Client profiles never need client names. You import holdings; we never need to know who they belong to.
Encrypted in transit and at rest
Data is encrypted moving between you and Kesta, and while stored.
Your data is never sold
We earn on the subscription. Advisor and client data is not a product.
Aggregated and anonymised
Any demand intelligence is aggregated and anonymised, and shared only with consent. Never individual advisors or clients.
Neutral by design
No fund pays us, so nothing about your data is used to steer you toward one.