First Rate meets rigorous international standards for implementing a framework to manage security programs and mitigate information security-related risks for customers. 

Arlington, TX – December 4, 2019 – First Rate, a leading provider of wealth management solutions, today announced it has received the ISO 27001 Surveillance Audit Report and Certificate. The ISO 27001 certification covers the implementation of a rigorous security program, which includes the development and ongoing maintenance of an Information Security System (ISMS), defining how First Rate continuously manages security in a holistic and comprehensive manner.  

“First Rate is proud to report another successful round of audits under both the AICPA’s SOC 2 criteria and the international ISO 27001 standard,” said First Rate Chief Compliance Officer Jay Anthony.

While the SOC 2 Trust Principles cover Security, Availability, Confidentiality, and Processing Integrity, implementing and aligning with ISO 27001 illustrates First Rate’s commitment to information security at every level of the organization. The certification is achieved by an independent third-party auditor validating alignment with the ISO 27001 standard. Compliance with these internationally-recognized standards and practices is evidence that the First Rate security program is comprehensive and in accordance with industry leading best practices.

“ISO 27001 requires continuous monitoring and improvement to retain the certification, thereby ensuring First Rate’s commitment to providing information security, availability, data integrity, and confidentiality,” said Anthony. “We are excited to continue providing secure, stable, and monitored environments and controls that provide an excellent experience for our clients.”

Contact First Rate today for more information on the ISO 27001 certification. Learn how First Rate is focused on the right kind of defense, so you can rest assured that your data is safe and protected:

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