ReferMe IQ™ Commitment to Security

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. 

All FiPath contractors and employees undergo background checks before being engaged or employed by us according to local laws and industry best practices. 
Confidentiality or other types of Non-Disclosure Agreements (NDAs) are signed by all employees, contractors, and others who need to access sensitive or internal information.  We embed the culture of security into our business by conducting employee security training & testing using current and emerging techniques and attack vectors. All employees working at FiPath must follow our password security and lockout policy, must have 2FA authentication, and must have a secure Wi-Fi connection.

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. 

All development projects at FiPath, including on-premises software products, support services, and our own Digital Identity Cloud offerings follow secure development lifecycle principles. All development of new products, tools, and services, and major changes to existing ones, undergo a design review to ensure security requirements are incorporated into the proposed development. 
All team members who are regularly involved in any system development undergo annual secure development training in coding or scripting languages that they work with as well as any other relevant training. Software development is conducted in line with OWASP’s Top 10 recommendations for web application security. 

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.

Annual Penetration Testing

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 concern. FiPath is committed to addressing any issues found through 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.

SOC 2 Type 1

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 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 the SOC 2 standards for security. 
FiPath4Advisors, LLC was audited by Prescient Assurance, a leader in security and compliance certifications for B2B, and SAAS companies worldwide. Prescient Assurance is a registered public accounting in the US and Canada and provides risk management and assurance services which include but are not limited to SOC 2, PCI, ISO, NIST, GDPR, CCPA, HIPAA, CSA STAR, etc.

For more information about Prescient Assurance, you may reach out to them at An unqualified opinion on a SOC 2 Type I audit report demonstrates to  FiPath4Advisors, LLC’s current and future customers 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.

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