SOC Audit

SOC LogoFebruary 2024

Pinnacle Financial Strategies is thrilled to announce a significant achievement in our pursuit of operational excellence — the successful attainment of our SOC 1® Type 2 Certification.

This certification signifies a meticulous evaluation of the integrity of Pinnacle's systems, ensuring the accuracy of management's depiction and appraising the appropriateness of the design and operational efficiency of controls. Conducted over a specified timeframe, this assessment guarantees a comprehensive examination of the alignment of controls with the specified objectives outlined in our system description.

We take immense pride in sharing that this certification is the result of a thorough audit and certification process conducted by an independent CPA firm. The controls scrutinized encompass expense management, change management, service delivery, support services, physical security, managed hosting services, managed storage, and backup services.

This prestigious certification is a testament to Pinnacle's unwavering commitment to elevating our operational standards. By achieving and maintaining this certification, we underscore our dedication to excellence, instilling confidence in our clients and affirming our adherence to industry-leading best practices.

Pinnacle Financial Strategies continues to set new benchmarks, and this accomplishment reinforces our standing as a trusted partner in the financial institution landscape.

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