SOC2 Certified
Your data security is our top priority
What is SOC2?
SOC2 (System and Organization Controls 2) is a rigorous auditing procedure developed by the American Institute of CPAs (AICPA). It ensures that service providers securely manage data to protect the interests and privacy of their clients.
Our SOC2 Type I certification means we've undergone extensive third-party audits to verify our security controls, data protection practices, and operational procedures meet the highest industry standards.
What This Means for You
Enhanced Security
Your financial data is protected by enterprise-grade security controls and encryption.
Trust & Reliability
Independent verification that we follow industry best practices for data protection.
Compliance Ready
Our platform meets regulatory requirements for financial services and data protection.
Continuous Monitoring
Our security controls are continuously monitored and regularly audited by third parties.
Why Trust Matters
When it comes to your financial planning and annuity strategies, you need a partner you can trust completely. Our SOC2 certification demonstrates our commitment to protecting your sensitive information and maintaining the highest standards of operational excellence.
This certification is particularly important for financial services because it shows that we have the proper controls in place to protect client data, maintain system availability, and ensure the integrity of our financial planning tools and calculations.
Want to Learn More?
We're happy to share our detailed SOC2 report with qualified prospects and clients. Contact us to request a copy or ask any questions about our security practices.
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