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Wealthbox CRM
Trust level
Listed
Unverified
Listed
Domain
Report
Live
Sourced from public information. Not yet verified by the company.
Wealthbox CRM is SOC 2 Type II compliant. Wealthbox CRM also holds HIPAA.
About
Wealthbox is a web-based CRM tool designed specifically for financial advisors.
Compliance & infrastructure
Data handled
Customer personally identifiable informationEmployee personally identifiable informationCredit card informationPersonal health information
Documents
12DOCUMENTATION
Compliance leadership
The person who leads Wealthbox CRM's SOC 2 isn't listed yet. Claim this profile to add it.
Penetration test
Unknown. Wealthbox CRM's penetration test vendor isn't listed yet.
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This listing is partial
5/11 details · 45%SOC2C shows the verified essentials. 6 details are not yet provided by the company. Trust centers list more, so we invite the owner to fill the gaps here.
- Auditorraises trustAdd the CPA firm that issued your SOC 2 so buyers can verify who signed it.
- Report dateraises trustAdd your most recent report period so buyers see how current your SOC 2 is.
- Renewal dateAdd your renewal window so buyers know your coverage is active.
- SubprocessorsList your subprocessors so buyers can assess fourth-party risk, the way your trust center does.
- HostingAdd where you host (AWS, GCP, Azure) and data residency.
- Security controlsConfirm key controls (encryption, MFA/SSO, annual pen test, BCP/DR) buyers screen for.
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Frequently asked
Is Wealthbox CRM SOC 2 compliant?
Wealthbox CRM is SOC 2 Type II compliant. On SOC2C this listing is Listed.
Is Wealthbox CRM HIPAA compliant?
According to Wealthbox CRM's public trust center, Wealthbox CRM is HIPAA compliant. On SOC2C this listing is Listed.
Is Wealthbox CRM SOC 2 Type I or Type II?
Wealthbox CRM 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 Wealthbox CRM's SOC 2 for a vendor risk assessment?
Yes. Wealthbox CRM'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 Wealthbox CRM penetration tested?
Yes — Wealthbox CRM undergoes third-party penetration testing as part of its security program. The pentest vendor is listed on its SOC2C profile.
Can I get Wealthbox CRM's SOC 2 report?
Wealthbox CRM's SOC 2 report is available on request. Request access through SOC2C and we coordinate the company-side NDA and delivery.
Does Wealthbox CRM have a penetration test report?
Wealthbox CRM publishes a penetration test summary on its trust center. You can request access to it through SOC2C.
Is Wealthbox CRM secure?
Security isn't a single yes/no, but Wealthbox CRM is SOC 2 Type II compliant and holds SOC 2 Type II, HIPAA, and undergoes third-party penetration testing. SOC2C verifies its compliance posture and shows how strongly each fact is proven.
Does Wealthbox CRM have a bug bounty or vulnerability disclosure program?
Wealthbox CRM hasn't listed a bug bounty or vulnerability disclosure program on SOC2C. Many companies accept security reports at security@wealthbox.com or via a /security page (Wealthbox CRM lists a security contact).
Who are Wealthbox CRM's subprocessors?
Wealthbox CRM's subprocessors aren't listed on SOC2C yet. The company can add them so buyers can assess fourth-party risk.
Where does Wealthbox CRM host or store data?
Wealthbox CRM's hosting and data-residency details aren't listed on SOC2C yet. The company can add where it hosts (AWS, GCP, Azure) and which data it handles.
Where is Wealthbox CRM's trust center or security page?
Wealthbox CRM's trust center is at https://trust.wealthbox.com. Its verified SOC 2 status, frameworks, and documents are summarized on its SOC2C profile.
Is Wealthbox SEC Rule 17a-4 Compatible?
Yes, Wealthbox is 17a-4 compatible for firms that are under attestation with us. In order to do so, please have your broker dealer reach out to us to discuss.
How does Wealthbox connect to my email?
Wealthbox Mail is a two-way sync to your existing email client (i.e. Gmail, Outlook, etc.) utilizing TLS encryption protocols.
How does Wealthbox encrypt data?
All information uploaded to Wealthbox is encrypted in-transit using TLS 1.2+, and stored encrypted at-rest using AES-256.
How does Wealthbox handle backups?
Wealthbox maintains point-in-time backups for a 7 day period, then has a daily snapshot for a week, a weekly snapshot for three weeks, a monthly snapshot for 12 months, and then annually. In addition, Wealthbox also has export features in-app, allowing users to create and handle their own backups.
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