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PRIVACY & SECURITY Your data’s security is our priority Learn how Coconut Software ensures the safety of your information. Watch a Demo Speak to an Expert CORE BENEFITS Protection & security measures Stringent compliance SOC 2 & ISO 27001 Compliance Adherence to GDPR, CCPA, and PIPEDA Strict compliance standards & regular audits Backup assurance Frequent and incremental backups Extra layer of protection for valuable information Intrusion detection Global data hosting Hosted in secure AWS data centers with leading network infrastructure Flexible data residency Privacy-oriented cookies Privacy protection Stringent protocols per privacy regulations No security breaches since inception Fortified data security Employee clearance & training Background checks for all employees Non-disclosure agreements & security training Ongoing meetings & annual staff training Threat management 24/7 Monitoring, file integrity, & intrusion detection Intrusion detection, vulnerability monitoring, & more Downtime, load time, & site responsiveness monitoring Asset & information management Encryption in transit (TLS 1.2+) Encryption at rest (AES-256) Documents & procedures Privacy-oriented cookies Short-lived session cookies Robust encryption for authentication cookies Transparent data protection SUCCESS STORY "As a product owner at this wealth management company, I work with several vendors to ensure that our technology stack is built to support the needs of our executive team, the advisors and our end customers. Coconut has been flexible and helpful when it came to integrations and security transparency." PRODUCT OWNER, TECH STACK/INTEGRATIONS Wealth Management Firm Certifications & frameworks GDPR Adherence CCPA Adherence PIPEDA Adherence Only 51% trust their primary FI with their data, and 43% trust them with their long term financial well being. The financial services industry comes with unique privacy and security needs surrounding SaaS applications — and Coconut is built to surpass them. We abide by industry-leading standards to manage our network, secure our web and customer applications, and set strict security policies across our organization. Speak to an Expert Ready to optimize your branches, safety and security? Book a Demo