AdvicePay Receives SOC 2 Kind II Attestation


AdvicePay Receives SOC 2 Kind II Attestation

Bozeman, MT – AdvicePay, the main fee-payment-processing platform designed completely for monetary advisors, at this time introduced that it has accomplished its SOC 2 Kind II audit, carried out
by KirkpatrickPrice. This attestation offers proof that AdvicePay has a powerful dedication to safety and to delivering high-quality providers to its purchasers by demonstrating that they’ve
the required inner controls and processes in place.

A SOC 2 audit offers an impartial, third-party validation {that a} service group’s info safety practices meet business requirements stipulated by the AICPA. Through the audit,
a service group’s non-financial reporting controls as they relate to safety, availability, processing integrity, confidentiality, and privateness of a system are examined. The SOC 2 report
delivered by KirkpatrickPrice verifies the suitability of the design and working effectiveness of AdvicePay’s controls to satisfy the requirements for these standards.

“We’re proud to have accomplished the SOC 2 Kind II examination and audit for the second time. Tens of 1000’s of purchasers place their belief in our system to ship best-in-class options and
safeguards to guard and safe their information,” stated Alan Moore, CEO & Co-Founding father of AdvicePay. “The profitable completion of the SOC 2 Kind II examination and audit additional proves our dedication to offering probably the most stringent security measures to ship enterprise-grade options.”

“The SOC 2 audit is predicated on the Belief Companies Standards,” stated Joseph Kirkpatrick, President of KirkpatrickPrice. “AdvicePay delivers trust-based providers to their purchasers, and by speaking
the outcomes of this audit, their purchasers might be assured of their reliance on AdvicePay’s controls.” 

About AdvicePay

Established by well-known monetary advisors Michael Kitces and Alan Moore, AdvicePay is the solely billing and fee processing platform created particularly for fee-for-service monetary
planning. Monetary advisors profit from environment friendly invoicing and fee workflows designed completely to help their companies, together with up-to-date compliance and information safety
administration. Customers can subject agreements for consumer e-signature, settle for ACH and bank cards, invoice hourly or one-time charges, or set up recurring retainer or subscription billing compliantly –
all by way of the AdvicePay system. To be taught extra concerning the AdvicePay platform, go to

About KirkpatrickPrice

KirkpatrickPrice is a licensed CPA agency, PCI QSA, and a HITRUST CSF Assessor, registered with the PCAOB, offering assurance providers to over a thousand purchasers in North America,
South America, Asia, Europe, and Australia. The agency has greater than a decade of expertise in info safety by performing assessments, audits, and checks that strengthen info
safety practices and inner controls. KirkpatrickPrice mostly performs assessments on SOC 1, SOC 2, PCI DSS, HIPAA, HITRUST CSF, GDPR, ISO 27001, FISMA, and FERPA


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