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Captegra Group

Trust level
Listed
Unverified

Sourced from public information. Not yet verified by the company.

Captegra Group is SOC 2 Type II compliant.

Framework
Auditor
Last report
Renewal
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About

Captegra Pty Ltd is a Salesforce Partner who create real time-wealth financial planning software solutions, giving you back time by automating processes, integrating apps and providing actionable intelligence. Our software helps you focus on what matters most, empowering you to achieve better outcomes for your clients while maximizing productivity. At Captegra, we take security and privacy seriously. Captegra is continually strengthening its governance and controls and is actively working toward ISO/IEC 27001 certification to further align with global best practices. Trust, transparency, and p

Compliance & infrastructure

Compliance leadership

The person who leads Captegra Group's SOC 2 isn't listed yet. Claim this profile to add it.

Penetration test

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This listing is partial

3/11 details · 27%

SOC2C shows the verified essentials. 8 details are not yet provided by the company. Trust centers list more, so we invite the owner to fill the gaps here.

  • Auditorraises trust
    Add the CPA firm that issued your SOC 2 so buyers can verify who signed it.
  • Report dateraises trust
    Add your most recent report period so buyers see how current your SOC 2 is.
  • Renewal date
    Add your renewal window so buyers know your coverage is active.
  • Other certifications
    List your other frameworks (ISO 27001, HIPAA, PCI DSS) the way your trust center does.
  • Documents
    List the documents you share (SOC 2 report, SOC 3, pen-test summary, DPA) and whether each is public or on request.
  • Subprocessors
    List your subprocessors so buyers can assess fourth-party risk, the way your trust center does.
  • Hosting
    Add where you host (AWS, GCP, Azure) and data residency.
  • Security controls
    Confirm key controls (encryption, MFA/SSO, annual pen test, BCP/DR) buyers screen for.
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Frequently asked

Is Captegra Group SOC 2 compliant?
Captegra Group is SOC 2 Type II compliant. On SOC2C this listing is Listed.
Is Captegra Group SOC 2 Type I or Type II?
Captegra Group is SOC 2 Type II compliant. A Type II report covers how security controls operated over a period (typically 3 to 12 months), a stronger signal than a point-in-time Type I.
Can I use Captegra Group's SOC 2 for a vendor risk assessment?
Yes. Captegra Group's SOC 2 status, frameworks, auditor, and renewal timing are on SOC2C for vendor risk and security reviews. Request the underlying report through SOC2C to complete your third-party risk file.
Is Captegra Group penetration tested?
Captegra Group hasn't listed its penetration testing on SOC2C yet. SOC 2 Type II programs typically include periodic third-party penetration tests; the company can add who performed theirs.
Is Captegra Group secure?
Security isn't a single yes/no, but Captegra Group is SOC 2 Type II compliant. SOC2C verifies its compliance posture and shows how strongly each fact is proven.

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