Security & Compliance
Built For Trust. Backed By Process. Protected By Controls.
As a financial advisor, your clients trust you with sensitive information. Infinasum protects that trust, powered by SOC 2–grade infrastructure, advanced security controls, and built-in compliance safeguards
Overview
Your clients expect security. We deliver it. Every safeguard below is active, monitored, and documented.
SOC 2–ready. Zero-trust by design. Compliance by default.
Infrastructure Security
Your data lives in an environment that’s guarded at every layer.
Encryption Keys Protected — Only authorized personnel can access encryption keys.
24/7 Intrusion Detection — Continuous monitoring identifies and responds to threats.
Routine Patching — Systems are always updated with the latest security fixes.
Firewall Protection — Unauthorised traffic is blocked before it ever reaches your data.
Unique Logins + Secure Authentication — No shared logins. No exceptions.
Database Access Restricted — Only essential personnel can access production environments.
Remote Access Encrypted — Remote access is tightly controlled and encrypted end-to-end.
Access Revoked on Exit — Employee access is disabled the moment they leave.
Security is active, not passive.
Product Security
Your client data is encrypted, tested, and continuously protected.
Encryption In Transit & At Rest — All client data is encrypted at every stage.
Role-Based Access Controls — Data access is limited to authorized users only.
Internal Control Reviews — Regular audits of system and process integrity.
Audit Logging — Every action is tracked for transparency and compliance.
Your data isn’t just stored—it’s defended.
Organizational Security
We don’t just secure software. We secure our people, policies, and processes.
Background Checks — Every team member is vetted before joining.
Security Training — Required on hire and refreshed annually.
Confidentiality Agreements — NDAs signed by all staff and contractors.
Secure Device Management — Mobile devices are centrally managed and encrypted.
Visitor Controls — Physical access to data centers is monitored and logged.
Malware Protection — Enterprise-grade anti-malware across all environments.
Security culture starts at the human level.
Internal Procedures
Change is inevitable. We make sure it’s also secure.
Incident Response Plans — Logged, investigated, and communicated with transparency.
Change Management — No update goes live without review and approval.
Business Continuity Plans — Full disaster recovery and backup systems in place.
Annual Recovery Testing — We don’t just plan for the worst—we practice it.
Resilience is designed, not hoped for.
Data & Privacy
We protect client data with strict governance, retention policies, and deletion protocols.
Data Retention Policy — Only keep what we must. Securely dispose of the rest.
Client Data Deleted on Exit — When you leave, your data leaves with you—securely.
Data Classification — Sensitive information is tagged, monitored, and restricted.
Privacy isn’t a feature—it’s a right.
Compliance Checklist Summary
Covered?
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