SOC 2 Type 1 Certified with SOC 2 Type 2 Certification on track for early 2022.
Regular Penetration Tests of our infrastructure security by third-party experts.
Frequent Vulnerability Scans to get ahead of potential risk exposures.

See how we keep your data safe.

We invest in state-of-the-art security features to protect our customers and their client’s sensitive data.

Always encrypted.

All CapIntel web application data is encrypted at-rest and in-transit to ensure confidentiality and security of sensitive data.

The convenience of Single Sign-On (SSO).

Enterprises can opt in for Single Sign-On user authentication with any SAML 2.0 identity provider. Protect critical identity data, log in faster, and remember one less password.

Govern your information flow with built-in security.

Keep data secure with a needs-based approach to data accessibility. Enterprises can add an extra layer of protection with roles-based access controls to suit the stratification of your firm.

Built with data residency in mind.

Our data and services are hosted in Canada or the U.S. so you can meet your business and privacy requirements.

See our pricing and plans.

Join leading advisors using CapIntel.