Prepared by: [Your firm or your name] Date: [Date]
I use Advisor Prep Hero, a local-first AI workspace. Every conversation I have with an AI model saves as a plain text file in a folder on my computer. Your information is never stored in a cloud database and never passes through Advisor Prep Hero's servers.
Local model (preferred for sensitive work): When I use a local AI model such as Ollama, nothing leaves my machine. The AI runs on my hardware, and no data reaches any external server. This is the path I use for your most confidential materials.
Cloud API key: When I use a cloud provider (Anthropic, OpenAI, or Google), my prompts travel directly from my machine to that provider under my own API key. Advisor Prep Hero's servers are never in the path. Your data is processed under that provider's enterprise API terms, not under any consumer product terms.
Each engagement has its own folder on my machine. When I start an AI session, it is scoped to that folder. The AI can only see files I have explicitly included for that matter. There is no cross-contamination between engagements. Your information does not appear in any other client's context.
Every AI action I take in Advisor Prep Hero is logged automatically: which model I used, which files I included, what output was produced, and when. I can export a per-engagement AI activity log on request. This record stays on my machine and is part of my engagement file.
If your agreement prohibits uploading work product to AI services: with a local Ollama model, nothing leaves my machine, and that path satisfies an explicit no-external-upload clause. With a cloud API key, prompts reach that provider's API under my account. I confirm which path I am using for any sensitive engagement at the outset, and I am happy to commit to the local-only path in writing if that is your requirement.
The tools most commonly named by client IT and procurement reviewers in this category are Gamma (gamma.app) for presentation and deck work, and Microsoft Copilot embedded in Microsoft 365. Both are cloud SaaS tools with contractual no-training policies. Gamma is the best-in-class deck generator and wins on polished visual output. Copilot integrates tightly with Office and SharePoint and is familiar to enterprise IT teams. For non-sensitive material, both are sensible choices.
The architectural difference that matters for an NDA or procurement review: Gamma and Copilot route content through their vendors' servers under a contractual promise not to misuse it. With a local model, Advisor Prep Hero keeps the content on my machine by architecture, not by contract. When I use a local model, nothing reaches any external server, meaning there is no vendor holding a copy, no breach surface at a third party, and no disclosure to analyze against your NDA's AI-upload clauses. When I use a cloud API key (Anthropic, OpenAI, or Google), those prompts do reach that provider's servers under my own API account, and I am transparent about that distinction at the start of each engagement.
Gamma and Copilot do not have a local-model option. If your NDA or procurement policy requires that no client content reach any external server, those tools cannot satisfy that requirement regardless of their privacy commitments. Advisor Prep Hero with a local model can.