Last Updated: 12/12/2022
The owner of the ReferMe IQ™ trade name and product, FiPath4Advisors, LLC (hereafter “FiPath”), is actively committed to both ensuring the security of the application as well as remaining current with industry best practices. FiPath’s security & compliance principles guide how we deliver our products and services, enabling people to simply and securely access the digital world. This page outlines our commitment to security, highlights the steps we take to ensure our users’ data is safe and protected, and details how risks to our organization are identified and managed.
FiPath takes the security of its data and that of its clients and customers seriously and ensures that only vetted personnel are given access to their resources. We aim to create a strong security culture amongst all employees and contractors of FiPath. Every employee is essential to our defense against potential security incidents.
As part of our commitment to treating security as an ongoing initiative, FiPath regularly takes actions to assess, identify, and remediate any potential security concerns.
As part of our commitment to treating security as an ongoing initiative, FiPath takes actions on a regular cadence to assess, identify, and remediate any potential security concerns.
The ReferMe IQ web application undergoes annual penetration testing of both the app and network. This test utilizes an accredited third-party vendor to perform in-depth testing to identify potential risks or areas of concerns. FiPath is committed to addressing any issues found though this testing and taking the steps to remediate promptly after the conclusion of the test.
FiPath utilizes reputable, best-in-class vendors with a long history of security compliance. The Security Team evaluates each of these vendors on an annual basis to ensure that they remain current with their security compliance and practices.
FiPath is committed to providing secure products and services to safely and easily manage billions of digital identities across the globe. Our external certifications provide independent assurance of FiPath’s dedication to protecting our customers by regularly assessing and validating the protections and effective security practices FiPath has in place.
FiPath4Advisors, LLC successfully completed the AICPA Service Organization Control (SOC) 2 Type I audit. The audit confirms that FiPath4Advisors, LLC’s information security practices, policies, procedures, and operations meet theSOC 2 standards for security.
FiPath4Advisors, LLC was audited by Prescient Assurance , a leader in security and compliance certifications for B2B, SAAS companies worldwide. Prescient Assurance is a registered public accounting in the US and Canada and provide risk management and assurance services which includes but not limited to SOC 2, PCI, ISO, NIST, GDPR, CCPA, HIPAA, CSA STAR etc.
For more information about Prescient Assurance, you may reach out them at firstname.lastname@example.org. An unqualified opinion on a SOC 2 Type I audit report demonstrates to
FiPath4Advisors, LLC’s current and future customers that they manage their data with the highest standard of security and compliance.
If you have any questions about our commitment to security or would like to learn more about the steps we take to ensure we mitigate potential risk, please contact us via our contact form.