Trust Center Compliance Documents Updates
About
Fynancial is a Social Financial Platform (SFP) for RIAs that combines traditional wealth management tools with modern social engagement features to provide a unified client experience across mobile and web applications. Meet Fynancial, the world's first Social Financial Platform (SFP) for the wealth management industry that combines traditional wealth management tools with modern social engagement features. Social media introduced the scroll We just think the scroll belongs on your own app. Post directly to your client's and prospect's pocket, integrate your planning and performance providers, and be where your clients spend 5 hours a day...
Compliance Request Access to Private Documents
1 Result
Documents that summarizes our adherence to laws, regulations, and internal policies, helping ensure transparency, risk management and legal conformity.
SOC 2
Updated 2024
Fynancial is Trusted By
img-1Prime Capital
img-1Sanctuary Wealth
img-1Robertson Stephens
img-1Elevation Point
img-1Mission Wealth
Documents My Documents
Request Access to Private Documents
Vulnerability Scanning Policy
Vendor Management Policy
System Hardening Policy
System Change Policy
Secure Software Development Lifecycle Policy
Security Incident Response Plan
Roles Policy
Risk Assessment Policy
Processing Integrity Policy
Operational Security Policy
Network Security Policy
Mobile Device Teleworking and Malware Policy
Information Security Policy
HR Security Policy
Encryption Policy
Encryption Policy
Employee Training Policy
Employee Privacy Policy and Notice
Business Continuity and Disaster Recovery Policy
Data Privacy Policy
Data Privacy Policy
Data Classification Policy
Data Backup and Restore Policy
Confidentiality Policy
Code of Conduct Policy
Breach Policy
Availability Policy
Asset Management Policy
AOTP
Access Control Policy
3rd Party Policy
Business Continuity and Disaster Recovery Policy
Security Incident Response Policy
Information Security Policy
SDLC
Risk Assessment Policy
Risk Profile
HostingMajor CSP
Third Party DependenceYES
Reports
Vendor Risk Assessment Report
Security Incident Report
Vulnerability Assessment Report
View More
Policies
Vulnerability Scanning Policy
Vendor Management Policy
System Hardening Policy
View More
Self-Assessments
SIG
Self-Assessments
SIGUpdated 21/01/2025

We can provide completed questionnaires upon request.

Trust Center Updates
Fynancial has Attained SOC2 Type 2 Compliance Published at

We are proud and excited to announce that the Fynancial has achieved SOC 2 Type 2 compliance.

SOC 2 Type 2 compliance requires an ongoing commitment to security and privacy practices and demonstrates our dedication to protecting our customers' data. We have uploaded the SOC 2 Type 2 report to our trust portal for our customers' reference.

Fynancial has Attained SOC2 Type 1 Compliance Published at


We are proud and excited to announce that the Fynancial has achieved SOC 2 Type 1 compliance.

SOC 2 Type 1 compliance requires an ongoing commitment to security and privacy practices and demonstrates our dedication to protecting our customers' data. We have uploaded the SOC 2 Type 1 report to our trust portal for our customers' reference.


Trust Centre Launch Published at

Introducing the Fynancial Trust Center, our latest initiative for openness in security practices and developments. Here, we will consistently update you on our measures to secure your data, our responses to emerging threats, and our compliance with regulatory standards. Have confidence in our unwavering commitment to the protection of your information and remain updated with the newest advancements in data security.

Have questions or found a bug? Click Contact Support to reach out to us!
Change Password
Enter your current password then type a new secure password for your account.









Powered by
My Documents
Request Additional Documents