Security

SOC 2 Type 2 Certified for Securtity

Dow Software and Strad Pro Achieve SOC 2 Type 2 Certification: Ensuring Data Security and Operational Reliability

Dow Software and Strad Pro have attained SOC 2 Type 2 certification, reflecting our unwavering commitment to top-tier data security, privacy, and operational reliability. This rigorous audit, conducted by independent third-party assessors, ensures that the platform meets the highest standards in managing and protecting sensitive data.

SOC 2 Type 2 certification evaluates systems over an extended period, ensuring the operational effectiveness of security protocols. For financial professionals, this means that their data is not only protected but also managed with integrity and in full compliance with industry regulations. Dow Software and Strad Pro have demonstrated the ability to safeguard against unauthorized access, ensuring that clients can trust their platforms for secure and reliable services.

By achieving this certification, both Dow Software and Strad Pro continue to build trust among financial professionals, giving them the confidence that their data is handled with the utmost care and meets stringent industry requirements.


FOR IMMEDIATE RELEASE


CONTACT:
Madeline Rheaume
Dow Software
(941)217-1877
[email protected]

Dow Software Successfully Completes SOC 2 Audit

Dow Software successfully completes SOC 2 Audit to further its commitment to Security and customer privacy through all its software applications.

Sarasota, Florida, March 2023— Dow Software, a FinTech Company developing Family Office Software, announced its successful completion of its Type 1 and Type 2 SOC 2 audit in February of 2023.

The SOC 2 audit was conducted by leading compliance assessor A-LIGN, a technology-enabled security and compliance partner trusted by more than 2,500 global organizations to help mitigate cybersecurity risks.

We are pleased to have been able to work with an independent auditing firm such as A-Lign to examine and report on Dow Software’s internal and cybersecurity controls. This assessment provides us and our clients an objective evaluation of our operations and controls, and with that, ensures that Dow Software follows best practices when seeking to deliver top-level security and data integrity throughout the Strad Family Office platform.

— Richard Benoit, VP, CFO

Established by the American Institute of Certified Public Accountants (AICPA), the SOC 2 examination is designed for organizations of any size, regardless of industry and scope, to ensure the personal assets of their potential and existing customers are protected. SOC 2 reports are recognized globally and affirm that a company’s infrastructure, software, people, data, policies, procedures and operations have been formally reviewed.

“A SOC 2 audit is a statement about an organization’s commitment to protecting their information.” said Stephanie Oyler-Rankin, SOC Practice Lead at A-LIGN. “As a trusted third-party assessment firm, A-LIGN independently evaluates client data processes and procedures, governance on internal controls and security posture. Dow Software’s SOC 2 report validates its commitment to data security and protection, as well as compliance with critical standards to mitigate cybersecurity threats.”

Dow Software will perform a SOC 2 assessment on an annual basis and can make the report available to current or potential customers upon execution of a non-disclosure agreement. If you are interested in viewing Dow Software’s SOC 2 report, please contact Madeline Rheaume at [email protected].

About Dow Software

Dow Software LLC is a developer of Virtual Family Office and firm management software. The company’s flagship product, Strad Pro™, is the result of decades of development and refinement. Created by advisors, for advisors, Strad Pro™ brings clarity to all corners of a family’s financial life and can be used in any corner of the financial industry. Dow Software was created to bring this proven software to the global advisory market, and to do so on an intuitive and flexible cloud-based platform. For more information about Dow Software visit: DowSoftware.com

About A-LIGN

A-LIGN uniquely delivers a single-provider approach as a licensed SOC 1 and SOC 2 Assessor, accredited ISO 27001, ISO 27701 and ISO 22301 Certification Body, HITRUST CSF Assessor firm, accredited FedRAMP 3PAO, candidate CMMC C3PAO, and Qualified Security Assessor Company. A-LIGN ASSURANCE is a licensed certified public accounting firm registered as Price and Associates CPAs, LLC. ALIGN may refer to the entities of both A-LIGN and A-LIGN ASSURANCE collectively as A-LIGN. For more information, visit A-LIGN.com.