Independent AI index
for professionals

Home / Safety / iWize for financial advice

iWize B.V., part of Ockto (Netherlands)

How safe is iWize for financial advice?

GDPR profileOur summary of what the provider itself publishes about your data: whether the data is stored in the EU (2 points), whether there is a certification or GDPR safeguard (1) and whether the provider is based in the NL or the EU (1). 3 or 4 points is Strong, 2 Good, 1 Limited, 0 Unknown. How we measure for financial adviceLimited

iWize publishes limited privacy safeguards. Ask the provider for clarification before you put confidential financial advice data into it.

Where does iWize stand in financial advice?

Shared place 12 of 25 options for financial advice (professional tools and general assistants) on GDPR profile. 6 options, like iWize, have a limited profile. Each tile is an option we track for this field; click to check.

Strong7
Good4
Limited6
Unknown1
Caution7

Published safeguards

✓Provider based in NL/EUYes
–Data in the EU (according to provider)Not known
–Publishes certification (ISO/NEN/GDPR)Not known

not public, privacy-friendly source data software, integrated into Accelerate, Findesk and Adviesbox; acquired by Ockto (NL)

How to use iWize safely

  • Use the business variant and sign a data processing agreement (DPA).
  • Do not enter unnecessary personal data into prompts; anonymise where possible.
  • Enable EU data residency where the provider offers it.
  • Keep a professional in the loop: the Wft duty of care and GDPR set high requirements: financial and health data belong only in GDPR-compliant systems with a data processing agreement, and the advice remains the adviser's responsibility.

Stronger or equally strong in financial advice

DONNAJAMESDONNAJAMES B.V. (NL)OnesuranceOnesurance B.V. (Netherlands)InterAI DossierbeheerInterAI / southparc BV (Eindhoven, Netherlands)OcktoOckto (The Hague, Netherlands)Findesk (Adviesmaat)Topicus.Finance B.V. (Deventer, NL)

Questions

How safe is iWize for financial advice?
iWize publishes limited privacy safeguards. Ask the provider for clarification before you use it with confidential financial advice data. Limited or partly unclear safeguards, check with the provider.
Does iWize train on my data?
not public, privacy-friendly source data software, integrated into Accelerate, Findesk and Adviesbox; acquired by Ockto (NL)
What should I look out for with AI in financial advice?
The Wft duty of care and the GDPR set high demands: financial and health data belong only in GDPR-compliant systems with a data processing agreement, and the advice remains the adviser's responsibility.

Everything about iWize Best AI for financial advice

Summarised by the editorial team from provider documentation · not legal advice

Last checked: 26 July 2026 · How we check

Next stepAll 25 options for financial adviceProfessional tools and general assistants side by side, by GDPR profile, price and quality.

Every Friday: what changed in AI for financial advice

New models, prices, oversight and tools, with sources and what it means for you. One email a week, unsubscribe with one click.

View a sample

We only use your address for this newsletter. You confirm first by email.