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Last updated by the developer on: October 3, 2026
General information
Information provided by C8 Technologies Ireland to Microsoft:
| Information | Response |
|---|---|
| App name | Adviser Agent |
| ID | WA200012344 |
| Office 365 clients supported | Microsoft Teams |
| Partner company name | C8 Technologies Ireland |
| Company's website | https://c8-technologies.com |
| App's Terms of Use | https://c8-technologies.com/adviser_terms_of_use.html |
| Core functionality of the app | Adviser Agent brings C8 Technologies' investment research into Microsoft Teams and Microsoft 365 Copilot for financial advisers: search and rank ETFs, equities, bonds and model portfolios with performance and risk analytics, C8's top picks and market insights, and analysis or rebalancing of a portfolio the adviser describes in chat. Research and analytics only; no trade execution and no personal financial advice. |
| Company headquarter location | Ireland |
| App info page | https://c8-technologies.com/adviser-agent/support |
| What is the hosting environment or service model used to run your app? | Paas |
| Which hosting cloud providers does the app use? | Azure |
| Is AI functionality part of the app�s core features or workflows? | Yes |
| Online Service interfaces | Microsoft Copilot Studio (the agent, its Power Platform custom connector and Dataverse); Microsoft Teams and Microsoft 365 Copilot through Azure Bot Service (Bot Framework); Microsoft Entra ID for user sign-in (OAuth 2.0 / OpenID Connect); Azure Communication Services Email (sign-in codes and licence notices); Microsoft commercial marketplace SaaS Fulfillment API v2 (subscriptions and lifecycle webhooks). The app does not call Microsoft Graph, Exchange or SharePoint. |
Questions
Questions or updates to any of the information you see here? Contact us!
How the app handles data
This information has been provided by C8 Technologies Ireland about how this app collects and stores organizational data and the control that your organization will have over the data the app collects.
| Information | Response |
|---|---|
| Does the app or underlying infrastructure process any data relating to a Microsoft customer or their device? | Yes |
| What data is processed by your app? | The user's questions and any portfolio holdings typed in chat (processed to answer; not written to C8's databases); the signed-in user's work email and Microsoft Entra user id (licence check); company email domain and tenant id; tool calls and timestamps. |
| Does the app support TLS 1.2 or higher? | Yes |
| Does the app or underlying infrastructure store any Microsoft customer data? | Yes |
| What data is stored in your databases? | Licence seats (work email, Entra user id, first and last use); usage events (company domain and tenant, tool, time - no email or content), kept 90 days; account and subscription records of buyers; API logs, kept 30 days. Portfolio holdings and chat content are not written to C8's databases. Microsoft Copilot Studio keeps conversation transcripts in C8's environment, which C8 can access for support, quality and security and keeps for up to 30 days. |
| If underlying infastructure processes or stores Microsoft customer data, where is this data geographically stored? | United Kingdom of Great Britain and Northern Ireland (the), Ireland |
| Do you have an established data rentention and disposal process? | Yes |
| How long is data retained after account termination? | More than 90days |
| Do you have an established data access management process? | Yes |
| Do you transfer customer data or customer content to third parties or sub-processors? | Yes |
| Do you have data sharing agreements in place with any third party service you share Microsoft customer data with? | Yes |
Questions
Questions or updates to any of the information you see here? Contact us!
This information has been provided by Adviser Agent about the security practices this app employs.
| Information | Response |
|---|---|
| Do you perform annual penetration testing on the app? | No |
| Does the app have a documented disaster recovery plan, including a backup and restore strategy? | Yes |
| Does your environment use traditional anti-malware protection or application controls? | TraditionalAntiMalware |
| Do you have an established process for indentifying and risk ranking security vulnerabilities? | No |
| Do you have a policy that governs your service level agreement (SLA) for applying patches? | No |
| Do you carry out patch management activities according to your patching policy SLAs? | No |
| Does your enviroment have any unsupported operating systems or software? | No |
| Do you conduct quarterly vulnerability scanning on your app and the infastructure that supports it? | No |
| Do you have a firewall installed on your external network boundary? | Yes |
| Do you have an established change management process used to review and approve change requests before they are deployed to production? | Yes |
| Is an additional person reviewing and approving all code change requests submitted to production by the original developer? | No |
| Do secure coding practices take into account common vulnerability classes such as OWASP Top 10? | Yes |
| Multifactor Authentication (MFA) enabled for: | CodeRepositories, DNSManagement, Credential |
| Do you have an established process for provisioning, modification, and deletion of employee accounts? | No |
| Do you have Intrusion Detection and Prevention (IDPS) software deployed at the perimeter of the network boundary supporting your app? | N/A |
| Do you have event logging set up on all system components supporting your app? | Yes |
| Are all logs reviewed on a regular cadence by human or automated tooling to detect potential security events? | No |
| When a security event is detected are alerts automatically sent to an employee for triage? | Yes |
| Do you have a formal information security risk management process established? | No |
| Do you have a formal security incident response process documented and established? | No |
Questions
Questions or updates to any of the information you see here? Contact us!
This information has been provided by Adviser Agent regarding the compliance standards their app requires and has the certifications they have accomplished.
| Information | Response |
|---|---|
| Does the app comply with the Health Insurance Portability and Accounting Act (HIPAA)? | N/A |
| Does the app comply with Health Information Trust Alliance, Common Security Framework (HITRUST CSF)? | N/A |
| Has the organization achieved a Service Organization Controls (SOC 1) Certification? | N/A |
| Has the organization achieved a Service Organization Controls (SOC 2) Certification? | No |
| Has the organization achieved a Service Organization Controls (SOC 3) Certification? | No |
| Do you carry out annual PCI DSS assessments against the app and its supporting environment? | N/A |
| Is the app International Organization for Standardization (ISO 27001) certified? | No |
| Does the app comply with International Organization for Standardization (ISO 27018)? | No |
| Does the app comply with International Organization for Standardization (ISO 27017)? | No |
| Does the app comply with International Organization for Standardization (ISO 27002)? | No |
| Is the app Federal Risk and Authorization Management Program (FedRAMP) compliant? | No |
| Does the app comply with Family Educational Rights and Privacy Act (FERPA)? | N/A |
| Does the app comply with Children's Online Privacy Protection Act (COPPA)? | N/A |
| Does the app comply with Sarbanes-Oxley Act (SOX)? | N/A |
| Does the app comply with NIST 800-171? | No |
| Has the app been Cloud Security Alliance (CSA Star) certified? | No |
Questions
Questions or updates to any of the information you see here? Contact us!
| Information | Response |
|---|---|
| Do you have GDPR or other privacy or data protection requirements or obligations (such as CCPA)? | Yes |
| Does the app have an external-facing privacy notice that describes how it collects, uses, shares, and stores customer data? | Yes |
| Privacy Policy URL | https://c8-technologies.com/adviser_privacy.html |
| Does the app perform automated decision making, including profiling that could have a legal effect or similar impact? | No |
| Does the app process customer data for a secondary purpose not described in the privacy notice (i.e. marketing, analytics)? | No |
| Do you process special categories of sensitive data (i.e. racial or ethnic origin, political opinion, religious or philosophical beliefs, genetic or biometric data, health data) or categories of data subject to breach notification laws? | No |
| Does the app collect or process data from minors (i.e., individuals under the age of 16)? | No |
| Does the app have capabilities to delete an individual's personal data upon request? | Yes |
| Does the app have capabilities to restrict or limit the processing of an individual's personal data upon request? | Yes |
| Does the app provide individuals the ability to correct or update their personal data? | Yes |
| Are regular data security and privacy reviews performed (for example, Data Protection Impact Assessments or privacy risk assessments) to identify risks related to the processing of personal data for the app? | No |
Questions
Questions or updates to any of the information you see here? Contact us!
| Information | Response |
|---|---|
| Does your application integrate with Microsoft identity platform (Microsoft Entra ID) for single-sign on, API access, etc.? | Yes |
| Have you reviewed and complied with all applicable best practices outlined in the Microsoft identity platform integration checklist? | No |
| Does your app use the latest version of MSAL (Microsoft Authentication Library) or Microsoft Identity Web for authentication? | No |
| Does your app support Conditional Access policies? | Yes |
| If your app does not use one of the above libraries, what authentication library or libraries does it use? | Microsoft.Identity.Web 4.1.1 and Microsoft.AspNetCore.Authentication.JwtBearer 10.0 (validation of Microsoft Entra tokens); OpenIddict 7.6 for C8's own OAuth 2.1 server used by Claude and ChatGPT sign-in. In Microsoft Teams and Microsoft 365 Copilot, user sign-in with Microsoft Entra ID is handled by Microsoft Copilot Studio. |
| List the types of policies supported | Microsoft Entra Conditional Access policies of the user's own tenant (e.g. MFA, device compliance, location, sign-in risk) apply at sign-in, because users sign in with their Microsoft account through Copilot Studio. |
| Does your app support Continuous Access Evaluation (CAE) | N/A |
| Does your app store any credentials in code? | No |
| Apps and add-ins for Microsoft 365 might use additional Microsoft APIs outside of Microsoft Graph. Does your app or add-in use additional Microsoft APIs? | Yes |
Data access using Microsoft Graph
Graph Permission Permission Type Justification Microsoft Entra App ID User.Read delegated Only the default User.Read sign-in permission remains on this app registration; the app does not call Microsoft Graph. It uses client credentials to call the Microsoft commercial marketplace SaaS Fulfillment API only. All application Graph permissions were removed on 3 Oct 2026. 5e3aba27-08ed-4dbf-9ecd-0a7e55ede3ea User.Read delegated Standard sign-in permission only (openid profile): lets a user of the customer's tenant sign in. The app makes no Microsoft Graph calls and reads no directory or mailbox data. e6cf16a7-3598-4cc8-b351-7f132bfa0485
This application does not have Additional APIs.
Questions
Questions or updates to any of the information you see here? Contact us!