Your clients trust you with their most sensitive information — and you need to know that information is safe. BlueMind is built with security and privacy at its core, so you can focus on advising, confident that your data is protected.
Encryption and secure hosting
All documents and data shared through BlueMind are encrypted and securely cloud-hosted. Your client records, policy details, and documents are protected both in storage and in transit.
Regulatory and privacy compliance
BlueMind is built to meet the standards that matter in our industry. We comply with:
FINTRAC — Financial Transactions and Reports Analysis Centre
PIPEDA — Personal Information Protection and Electronic Documents Act
Quebec Law 25
HIPAA — Health Insurance Portability and Accountability Act
CCPA — California Consumer Privacy Act
CPRA — California Privacy Protection Agency
ISO 27001 best practices
SOC 2 Certification Type I (Type II in progress)
Audit logs and accountability
BlueMind maintains comprehensive audit logs covering authentication, data access, administrative actions, and AI inferences. Activity reports are available so you can see what happened, when, and in what context.
On the Team plan, this extends to a per-change audit trail showing who changed what and when — so accountability is clear across your whole team.
Additional security on the Team plan
The Team plan includes multi-factor authentication, adding an extra layer of protection for accounts with multiple users, along with user access privileges so you can control who can see and do what within your workspace.
Questions about security?
If you have questions about how BlueMind handles your data, or if your firm needs additional detail for a due diligence review, reach out to our team at support@bluemind.app.