Regulatory Oversight and Account Security

Protection and Security

We take the security of your data and information seriously. We utilize sophisticated tools, technology, and training to keep the information you entrust with us safe, secure, and protected.

How we protect your information:

• Industry-leading cyber-security tools, practices and technology
• Multi-factor identification practices that protect our clients’ identities
• Continuous employee education to ensure we are all aware of security risks in this digital age
• Proactive tracking of the latest threats

SOC 1

We have completed the SOC (Service Organization Controls) Report, issued by the American Institute of CPAs (AICPA).

The report demonstrates our commitment to internal controls over finance reporting.

Completing this standard required a rigorous and lengthy process, commitment from the entire organization, and a comprehensive approach across multiple teams and departments.