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Trust Center
Meet Fynancial, the only Digital Experience Platform (DXP) for the wealth management industry that combines traditional wealth management tools with modern social engagement features.
Compliance
Fynancial is Trusted By
Sanctuary Wealth
Mission Wealth
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Elevation Point
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Robertson Stephens
Prime Capital
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Self-Assessments 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.
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.
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.
