About you and your team
Your name, work email, firm, sign-in method and how you use the desk. We are responsible for this information.
Privacy at Vertical AI Inc.
Privacy. Your firm's data stays your firm's.
Morning Desk is run by Vertical AI Inc. ("we") for licensed stockbrokers, wealth advisers and their firms ("you"). Questions about privacy: privacy@verticalinc.ai.
Built on Google Cloud · AustraliaWe never sell dataNo ad tracking
- Stored in AustraliaOn Google Cloud, kept separate from every other firm.
- Never soldWe do not sell personal information.
- Not used to train AINot by Google, and not by us.
- No voice recordingsAudio is processed to answer you, then not kept. The desk doesn't record phone calls.
- No tracking cookiesThe only cookie is the one that keeps you signed in.
- Your firm controls client dataYou decide what goes in. We hold it only to run the desk for you.
Two kinds of information
We treat them differently.
About your clients
Client names, holdings, contact details, notes, call notes and messages you put into the desk. Your firm controls this information and decides what goes in; we hold and process it only to provide the desk to you.
What we collect and why
Account details
So you can sign in, and so we can manage your firm's subscription.
Client books and notes
Added or imported by you, so the desk can work out what matters to each client.
Drafts, checks and sign-offs
Questions, drafts, checks, sign-offs and call notes, kept in each client's file as a record your licensee can rely on.
Basic technical logs
Time, page and errors, to keep the service running and secure. No advertising or tracking cookies.
Where it is stored
Your firm's data is stored on Google Cloud in Australia and kept separate from every other firm's.
AI on Google Cloud
The AI features run on Google's Gemini models through Google Cloud. Under Google Cloud's terms for these services, Google does not use your data to train its models, and neither do we.
Outside Australia, labels only
Some features, such as voice, may run outside Australia. They never receive client names or notes. When the desk researches a topic overnight, client names are kept out of the request.
Who we share it with
Only the services that run the desk. We do not sell personal information.
Hosts the service and runs the AI models.
Billing. Card details go to Stripe, never to us.
Sends sign-in emails.
Only where required, after checking the request is valid.
Keeping, protecting and your choices
How long we keep it
While your firm uses the desk, we keep client files for as long as your licensee needs them; advice records are commonly kept for seven years. If your firm leaves, we return or delete its data on request, except where the law requires us to keep it.
Security
Encrypted in transit and at rest. Access is limited to signed-in members of your firm, sign-in links work once and expire, and secrets are held in Google Secret Manager. If a breach is likely to cause serious harm, we will tell affected firms and, where required, the Office of the Australian Information Commissioner. How we protect your data ›
Your choices
Ask to see, correct or delete information we hold about you. For information about a client, the client should contact their adviser's firm, which controls it. If you're unhappy with how we handle a privacy matter, contact us first; you can also complain to the OAIC (oaic.gov.au).
Changes
We update this page when the service changes, and tell firms about significant changes before they take effect.
Privacy at Vertical AI Inc.
Questions or requests: privacy@verticalinc.ai