HFG maintains a comprehensive security and compliance program designed to protect sensitive financial data across its North American operations. The live posture, from infrastructure controls to internal procedures, is published in the HFG Trust Center.
The architecture enforces what policy owners, advisors, and institutions need to be true.
Policy data is encrypted in transit and at rest — across every surface, from Vault on a phone to AdminOS in an enterprise.
Every user sees exactly the slice of the record their role entitles them to — households, advisors, administrators, and auditors each work a governed view.
The canonical record is immutable — changes append, never overwrite, so history is always reconstructable.
HFG deploys around existing systems, not through them — minimizing the surface area institutions must trust.
No integration into carrier administration systems. Structured data enters through governed front-end pathways only.
Vault access is protected by device biometrics and verified sessions; administrative surfaces are built to enforce multi-factor authentication.
Every read and write is logged with actor, role, timestamp, and context — the audit trail is the system of record.
Internal access is governed by the same role-scoped model the product enforces — least privilege by default.
The HFG Trust Center publishes our controls live: infrastructure security, organizational security, product security, internal security procedures, and data and privacy. Security reviews are part of every institutional engagement. Request access and the team will walk through architecture, data handling, and controls directly, under NDA where required.
Security documentation and control walkthroughs are provided as part of institutional evaluation.