Security & data
Where your clients’ data goes
We want to be clear about what exists today and what is still being built.
Available now
Offline file version
Compass Cashflow currently runs as a single HTML file in the adviser’s web browser.
- Calculations run entirely on the device
- No client data is sent to Y Invest or any third party
- No account, login or server is involved
- Your firm controls where the file and any saved PDFs are kept
Coming soon
Hosted version
We are planning a hosted version so advisers can save client plans securely. The plan is:
- Data hosted in the UK (London data centre)
- Each firm’s data kept separate from every other firm
- Extra encryption for client names and an activity log
- Named user logins with two-factor authentication
- Your firm as data controller and Y Invest as processor under a data processing agreement
This is a plan, not a live service. Details may change before launch.
Certifications. Y Invest Holdings Ltd does not currently hold Cyber Essentials, ISO 27001 or any other security certification. We will update this page if and when we do.
This website
This website is a static site. It sets no cookies, runs no analytics and loads no third-party trackers, which is why there is no cookie banner. The live demo runs in your browser and does not send what you type anywhere. See our privacy notice.
Reporting a security issue
If you think you have found a security issue, please email nick@yinvest.ai.