Monday, September 26, 2022
HomeAccountingAdvicePay 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 companies to its purchasers by demonstrating that they’ve
the required inside controls and processes in place.

A SOC 2 audit offers an unbiased, third-party validation {that a} service group’s info safety practices meet trade 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 hundreds of purchasers place their belief in our system to ship best-in-class options and
safeguards to guard and safe their knowledge,” mentioned 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,” mentioned Joseph Kirkpatrick, President of KirkpatrickPrice. “AdvicePay delivers trust-based companies to their purchasers, and by speaking
the outcomes of this audit, their purchasers may 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 assist their companies, together with up-to-date compliance and knowledge safety
administration. Customers can difficulty agreements for shopper e-signature, settle for ACH and bank cards, invoice hourly or one-time charges, or set up recurring retainer or subscription billing compliantly –
all via the AdvicePay system. To study 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 companies 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 assessments that strengthen info
safety practices and inside 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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