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Sep 25, 2026 Momentive Software offers cutting-edge software for nonprofits. Partner with us to achieve your goals and make a meaningful impact in your community. Jump to... Cobalt AMSE-ClinicalNimble AMSPath LMSAptifyConfigioEvent ManagementGiveSmartMIPNetforumVolunteerMattersPersonifyYourMembershipCertification ManagementMomentive IQCareers Momentive Overview General PCI Consolidated Processes and Standards - 2025 Artificial Intelligance Security Public Version Momentive Certificate of Insurance Open-Source Software Acknowledgement Form - 3 December 2025 PCI Standards Addendum - 2025 Momentive Code of Conduct Momentive Software Data Processing Addendum Privacy Policy Statement - 2025 Momentive Software Security Statement 2026 Risk Management Program Statement 2026 Vulnerability Management Statement 2026 Aptify General Overview Aptify is a highly customizable and scalable association management software for enterprise-level associations and unions, including built-in applications for membership, CRM, meetings, education, accounting, inventory, and more to manage complex operations in one system. Notes • Momentive Software treats detailed security policies as internally sensitive and does not share them externally. A high-level summary of our security controls and practices is available in the Security Statement. • Customer security questionnaires are handled case-by-case. A standardized overview of controls across our products is provided via the SIG Lite questionnaire. • For specific security questions or assistance, please contact your Customer Success Manager (CSM) or Sales representative. Security Compliance Aptify.Sig Lite.2026v1 Certifications Aptify SOC 2 Type 2 Report 2025 Aptify SSAE-18 Bridge Letter PCI-DSS-v4-0-1-AOC-Service-Providers-Aptify-2025 Careers General Overview Careers Powered by Momentive (formerly YM Careers) gives you a career center that does both. Members get curated, industry-specific listings and career tools they can't find on LinkedIn or Indeed, which gives them one more reason to renew. Employers pay to reach that qualified audience, and the revenue comes to you. Notes • Momentive Software treats detailed security policies as internally sensitive and does not share them externally. A high-level summary of our security controls and practices is available in the Security Statement. • Customer security questionnaires are handled case-by-case. A standardized overview of controls across our products is provided via the SIG Lite questionnaire. • For specific security questions or assistance, please contact your Customer Success Manager (CSM) or Sales representative. Security Compliance YM Careers VPAT 2025 Your Membership Careers.Sig Lite.2026v1 Certification Management General Product Overview Certification Management is a powerful, Microsoft Dynamics 365-powered association and certification management software for mid to large organizations, offering robust member management, certification programs, CRM, automation, and tools to drive engagement and operational efficiency. Security Compliance Cobalt AMS General Product Overview Cobalt AMS is a powerful, Microsoft Dynamics 365-powered association and certification management software for mid to large organizations, offering robust member management, certification programs, CRM, automation, and tools to drive engagement and operational efficiency. Notes • Momentive Software treats detailed security policies as internally sensitive and does not share them externally. A high-level summary of our security controls and practices is available in the Security Statement. • Customer security questionnaires are handled case-by-case. A standardized overview of controls across our products is provided via the SIG Lite questionnaire. • For specific security questions or assistance, please contact your Customer Success Manager (CSM) or Sales representative. Security Compliance Cobalt.Sig Lite.2026v1 01699-2025-001-Y2-EPT-Executive-Summary-For-Release Configio General Product Overview Configio, now part of Momentive Software's event management suite, is a comprehensive, cloud-based event registration and management platform designed for associations, nonprofits, faith-based organizations, K-12 schools, sports camps, day camps, franchises, learning/certification programs, and other event-driven entities. It provides an all-in-one e-commerce solution that streamlines online event registration, promotion, execution, website design, payment processing, volunteer management, waiver collection, attendee engagement (including mobile event apps), and integrations with over 40 CRMs and AMS systems—delivering a customizable, feature-rich platform to simplify operations, enhance participant experiences, and drive efficient event outcomes on a single, easy-to-manage system. Notes • Momentive Software treats detailed security policies as internally sensitive and does not share them externally. A high-level summary of our security controls and practices is available in the Security Statement. • Customer security questionnaires are handled case-by-case. A standardized overview of controls across our products is provided via the SIG Lite questionnaire. • For specific security questions or assistance, please contact your Customer Success Manager (CSM) or Sales representative. Security Compliance Configio.Sig Lite.2026v1 Configio Summary Letter 022626 Certifications Configio SOC 2 Type 2 Report 2025 Configio SSAE-18 Bridge Letter PCI-DSS-v4-0-1-AOC-Service-Providers-Configio-2025 E-Clinical General Product Overview Path eClinical is a specialized clinical trial and research management platform designed for nonprofits, associations, healthcare-related organizations, and mission-driven entities involved in clinical studies, patient registries, or evidence-based programs. It streamlines participant management, data collection, protocol compliance, electronic data capture, adverse event tracking, reporting, and regulatory adherence (e.g., HIPAA, IRB requirements), enabling efficient, secure, and scalable management of clinical or research initiatives while integrating seamlessly with other Momentive solutions for broader operational support. Notes • Momentive Software treats detailed security policies as internally sensitive and does not share them externally. A high-level summary of our security controls and practices is available in the Security Statement. • Customer security questionnaires are handled case-by-case. A standardized overview of controls across our products is provided via the SIG Lite questionnaire. • For specific security questions or assistance, please contact your Customer Success Manager (CSM) or Sales representative. Security Compliance E-Clinical.Sig Lite.2026v1 Event Management General Product Overview Momentive Event Management Software is a unified, cloud-based platform for associations, nonprofits, and mission-driven organizations. Launched in August 2025, it integrates legacy solutions to streamline the full event lifecycle: registration, check-in/badging, lead capture, abstract/speaker management, agenda building, continuing education, attendee tracking, session/room/vendor coordination, mobile event apps, networking, and real-time analytics/ROI insights—eliminating silos, reducing manual work, and enhancing engagement and efficiency. Notes • Momentive Software treats detailed security policies as internally sensitive and does not share them externally. A high-level summary of our security controls and practices is available in the Security Statement. • Customer security questionnaires are handled case-by-case. A standardized overview of controls across our products is provided via the SIG Lite questionnaire. • For specific security questions or assistance, please contact your Customer Success Manager (CSM) or Sales representative. Security Compliance AI.SigLite.Sig Lite.2026v1 Formerly Known as Attendee Interactive PCI-DSS-v4-0-1-AOC-Service-Providers-AttendeeInteractive-2025 Formerly Known as Core-Apps PCI-DSS-v4-0-1-AOC-Service-Providers-GoExpo-2025 Formerly Known as Expo Logic PCI-DSS-v4-0-1-AOC-Service-Providers-ExpoLogic-2025 GiveSmart General Product Overview GiveSmart is an all-in-one fundraising software solution that empowers nonprofits and associations to streamline giving, host engaging events, and maximize revenue through tools for event ticketing, auctions, peer-to-peer campaigns, text-to-donate, raffles, mobile bidding, and year-round donor engagement. Notes • Momentive Software treats detailed security policies as internally sensitive and does not share them externally. A high-level summary of our security controls and practices is available in the Security Statement. • Customer security questionnaires are handled case-by-case. A standardized overview of controls across our products is provided via the SIG Lite questionnaire. • For specific security questions or assistance, please contact your Customer Success Manager (CSM) or Sales representative. Security Compliance GiveSmart VPAT 2025 Givesmart Events.Sig Lite.2026v1 Givesmart Fundraise.Sig Lite.2026v1 GiveSmart Donor CRM Summary Letter Retest 040326 Momentive Software GiveSmart Fundraise Pentest Summary Letter MS GiveSmart Events Summary Letter 020226 MS GiveSmart Fundraise Summary Letter 021326 Certifications GiveSmart SOC 2 Type 2 Report 2025 GiveSmart SSAE-18 Bridge Letter PCI-DSS-v4-0-1-AOC-Service-Providers-GiveSmart-2025 MIP General Product Overview MIP Accounting is the leading cloud-based fund accounting software for nonprofits, associations, and mission-driven organizations, simplifying complex financial management, ensuring compliance (FASB, GASB, GAAP), providing robust reporting and budgeting, and delivering a single source of truth for multi-fund tracking, grants, donations, and more. Notes • Momentive Software treats detailed security policies as internally sensitive and does not share them externally. A high-level summary of our security controls and practices is available in the Security Statement. • Customer security questionnaires are handled case-by-case. A standardized overview of controls across our products is provided via the SIG Lite questionnaire. • For specific security questions or assistance, please contact your Customer Success Manager (CSM) or Sales representative. Security Compliance MIP.Sig Lite.2026v1 Certifications MIP SOC 2 Type 2 Report 2025 MIP SSAE-18 Bridge Letter Momentive IQ General Product Overview MomentiveIQ is the AI layer built into every Momentive product, from NimbleAMS and WildApricot to GiveSmart and Path LMS. It turns that data into plain-language answers and interactive dashboards, and its AI agents handle what comes next: drafting outreach, flagging renewal risks, and recommending action. Notes • Momentive Software treats detailed security policies as internally sensitive and does not share them externally. A high-level summary of our security controls and practices is available in the Security Statement. • Customer security questionnaires are handled case-by-case. A standardized overview of controls across our products is provided via the SIG Lite questionnaire. • For specific security questions or assistance, please contact your Customer Success Manager (CSM) or Sales representative. Security Compliance Certifications MomentiveIQ SOC 2 Type 1 Report 2026 1 Netforum General Product Overview NetForum is a flexible association management software solution for mid-sized associations, simplifying membership operations, data management, events, and engagement while providing scalable tools to enhance efficiency and member experiences. Notes • Momentive Software treats detailed security policies as internally sensitive and does not share them externally. A high-level summary of our security controls and practices is available in the Security Statement. • Customer security questionnaires are handled case-by-case. A standardized overview of controls across our products is provided via the SIG Lite questionnaire. • For specific security questions or assistance, please contact your Customer Success Manager (CSM) or Sales representative. Security Compliance Netforum VPAT 2025 Netforum.Sig Lite.2026v1 Certifications Netforum SOC 2 Type 2 Report 2025 Netforum SSAE-18 Bridge Letter PCI-DSS-v4-0-1-AOC-Service-Providers-Netforum Cloud-2025 PCI-DSS-v4-0-1-AOC-Service-Providers-Netforum Enterprise-2025 Nimble AMS General Product Overview Nimble AMS (Association Management Software), a flagship solution within Momentive Software, is a powerful, cloud-based platform built on Salesforce—the world's leading CRM—for enterprise-level associations and mission-driven organizations. It streamlines comprehensive member management, including dues processing, event registration, committee and chapter operations, automated workflows, no-code automation, AI-driven insights, predictive analytics, personalized engagement, online communities, reporting, and seamless integrations, enabling associations to deliver exceptional member experiences, boost revenue, reduce manual work, ensure scalability, and drive long-term growth with continuous automatic updates and future-ready innovation. Notes • Momentive Software treats detailed security policies as internally sensitive and does not share them externally. A high-level summary of our security controls and practices is available in the Security Statement. • Customer security questionnaires are handled case-by-case. A standardized overview of controls across our products is provided via the SIG Lite questionnaire. • For specific security questions or assistance, please contact your Customer Success Manager (CSM) or Sales representative. Security Compliance Nimble AMS.SigLite.Sig Lite.2026v1 Path LMS General Product Overview Path LMS, a core component of Momentive Software's learning solutions (acquired via Blue Sky eLearn and fully integrated as of 2025–2026), is an all-in-one, award-winning learning management system (LMS) purpose-built for associations, nonprofits, and mission-driven organizations. It empowers users to create, manage, deliver, and scale engaging educational programs—including courses, virtual live events, on-demand content, certifications, continuing education (CE), assessments, and interactive experiences—through intuitive drag-and-drop tools, AI-powered content creation and insights, robust analytics/reporting, seamless integrations with AMS/CRM/event platforms, accessibility compliance (WCAG 2.1 Level AA), and features that drive learner engagement, revenue growth, career advancement, and organizational impact. Notes • Momentive Software treats detailed security policies as internally sensitive and does not share them externally. A high-level summary of our security controls and practices is available in the Security Statement. • Customer security questionnaires are handled case-by-case. A standardized overview of controls across our products is provided via the SIG Lite questionnaire. • For specific security questions or assistance, please contact your Customer Success Manager (CSM) or Sales representative. Security Compliance PathLMS VPAT 2025 PathLMS.Sig Lite.2026v1 Momentive Software Path LMS Summary Letter 2026-02 rev 1.2 Certifications PathLMS SOC 2 Type 2 Report 2024 PathLMS SSAE-18 Bridge Letter PathLMS-PCI-DSS-v4-0-1-AOC-for-SAQ-D-Service-Provider-r1-2026 Personify General Product Overview Personify is a comprehensive association management and engagement platform that helps associations, nonprofits, and professional organizations manage operations and deliver personalized member experiences. It unifies membership data, commerce, events, learning, and analytics into a single system of record, enabling organizations to streamline processes, gain data-driven insights, and support the full member lifecycle—from acquisition and engagement to renewal and retention. Designed to be scalable, secure, and flexible, Personify empowers organizations to strengthen relationships, improve efficiency, and drive long-term growth. Notes • Momentive Software treats detailed security policies as internally sensitive and does not share them externally. A high-level summary of our security controls and practices is available in the Security Statement. • Customer security questionnaires are handled case-by-case. A standardized overview of controls across our products is provided via the SIG Lite questionnaire. • For specific security questions or assistance, please contact your Customer Success Manager (CSM) or Sales representative. Security Compliance Personify - 2025 SOC 1 Type II - A2Z Report P360-2025-PCI-DSS-v4-0-1-AOC-Service-Providers-FINAL MemberClicks-2026-PCI-DSS-v4-0-1-AOC-Service-Providers Wild_Apricot-2026-PCI-DSS-v4-0-1-AOC-Service-Providers Personify - 2025 SOC 1 Type II - ThreeSixty Report VolunteerMatters General Product Overview VolunteerMatters is a comprehensive volunteer management software that boosts engagement through onboarding, scheduling, project management, and connection tools to amplify volunteer programs and mission impact. Notes • Momentive Software treats detailed security policies as internally sensitive and does not share them externally. A high-level summary of our security controls and practices is available in the Security Statement. • Customer security questionnaires are handled case-by-case. A standardized overview of controls across our products is provided via the SIG Lite questionnaire. • For specific security questions or assistance, please contact your Customer Success Manager (CSM) or Sales representative. Security Compliance Volunteer Matters.Sig Lite.2026v1 Certifications Closerware, LLC SOC 2 Type 2 Report 6.30.25 (2) VolunteerMatters SSAE-18 Bridge Letter YourMembership General Product Overview YourMembership is an all-in-one association management software (AMS) platform tailored for small to mid-sized associations and nonprofits, streamlining member management, operations, engagement, online communities, events, learning, and data analytics to boost retention and revenue. Notes • Momentive Software treats detailed security policies as internally sensitive and does not share them externally. A high-level summary of our security controls and practices is available in the Security Statement. • Customer security questionnaires are handled case-by-case. A standardized overview of controls across our products is provided via the SIG Lite questionnaire. • For specific security questions or assistance, please contact your Customer Success Manager (CSM) or Sales representative. Security Compliance YM Crowd Wisdom.Sig Lite.2026v1 Certifications PCI-DSS-v4-0-1-AOC-Service-Providers-Yourmembership