Real Magic Inc

Real Magic Inc is SOC 2 Type II compliant. On SOC2C this listing is Listed.

According to Real Magic Inc's public trust center, Real Magic Inc is HIPAA compliant. On SOC2C this listing is Listed.

According to Real Magic Inc's public trust center, Real Magic Inc is PCI DSS compliant. On SOC2C this listing is Listed.

Real Magic Inc 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.

Yes. Real Magic Inc'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.

Levitate helps relationship-based business keep in touch with clients, prospects, and centers of influence in a personal and authentic way. They provide software, custom content, and marketing coaching services to help advisors send personalized, authentic emails at scale. By leveraging metadata from email, calendar, and CRMs, they help their customers strengthen and maintain the personal relationship with their clients to drive organic growth, retention, and cross-sell other services.

Levitate sends emails directly from your email server individually, so they never feel like a mass email because they are not. You gain the efficiency of a mass email service, without sacrificing the personal touch. RIAs also love the Outlook Plug-in, which brings the Levitate interface right into your email. This allows you to have key facts on hand when you need them, such as clients' kid’s names, dog’s name, favorite sport, wine preference, and whatever facts that are helpful to have on hand when communicating with a client to make it feel personal --and without the need to log into a separate system.

Levitate connects to your email server to allow you to send messages to your clients and other relationships at scale while appearing as if you sent them individually. The permission to allow Levitate to send emails allows you to use the Levitate application but emails are sent from your own email server. The ability to place items on your calendar allows them to set reminders to follow up with contacts or to complete action items, and to use the meeting booking feature. Levitate servers do not store the content of your email messages or the details of the meetings on your calendar (such as meeting descriptions and attachments) unless the emails are sent through the Levitate application. Thier system does scan the replies to emails sent through Levitate to detect whether the email message bounced or whether the recipient requested to unsubscribe from future emails. In those cases, Levitate never stores the content of the message but may save you the effort of unsubscribing them from further group sends. Levitate does not access other emails, either sent or received. Levitate does not sell, trade, or market to your contacts stored in Levitate. Your contacts and your data are your property and always owned by you.

Levitate's unique differentiator is the intelligence gained from connecting with your email server. When you connect Levitate with your email system such as Google Apps for Business, Gmail, Office 365, Outlook.com, or traditional Microsoft Exchange Server, their system will have access to data in your address book, email messages, and calendar. They will use meeting history, metadata about sent email messages (name and email of the email sender, recipient, and time/date when message was sent), and your address book to help build your contact list in the Levitate application. Depending on the features included in your Levitate plan, they may also use these statistics about meetings and sent email messages to provide you with reporting, notifications, and analytics to help you better understand the interactions you or your colleagues have had with individuals and companies. Levitate also requires permission to send email, place items on your calendar, and update your contacts. The permission to send email allows you to use the Levitate application to compose email messages to your contacts. The ability to place items on your calendar allows them to set reminders to follow up with contacts or to complete action items. The ability to update your contacts allows Levitate to potentially add contacts to your email address book that were created in Levitate or to sync information from Levitate back into your email address book. Our servers do not store the content of your email messages or the details of the meetings on your calendar (such as meeting descriptions and attachments), unless the emails are sent through the Levitate application. In some cases, our system may scan the replies to emails sent through Levitate to detect whether the email message bounced or whether the recipient requested to unsubscribe from future emails. In those cases, we never store the contents of the message but may save you the effort of unsubscribing them from further group sends.

According to the Security and Exchange Commission (SEC) Rule 17a-4, broker-dealers in the financial services industry are required to retain and index electronic correspondences, including email, with immediate accessibility for a period of two years and with non-immediate access for at least six years. As a result, almost all broker-dealers have turned to digital archiving solutions designed for FINRA and SEC 17a-4 compliance. By design, Levitate emails are always, and only, sent through your own email servers and will therefore work seamlessly with your existing controls and archiving solutions. FINRA Rule 2210 governs three categories of "communications" by FINRA member firms: institutional communications, retail communications and correspondence. The Rule's general content standards apply to all communications and are meant to ensure that communications are fair, balanced and not misleading. To ensure compliance with FINRA Rule 2210, all group emails should continue to be reviewed by you or your compliance officer prior to sending.