Trust & Security
Trust at Altitude
Financial advisors rely on Altitude to protect what matters most: their clients and their data. We take that trust seriously. Security, privacy, and reliability are built into everything we do.
Benefits
How Altitude Earns Trust
Altitude covers these essential needs, so teams can climb higher.
Security
Protecting advisor and client data is our top priority. Every layer of Altitude is built for financial-grade protection.
Reliability
Dependable performance with 99.9% uptime and redundant systems that keep your practice running.
Privacy
Your data stays yours. Altitude ensures confidentiality and strict access control at every level.
Security
Protect Your Business
Altitude takes a security-first approach to everything we build. Our platform is designed using financial-grade best practices for secure, scalable, and highly available cloud applications.
Security Infrastructure
Our infrastructure uses multiple layers of protection to keep your data secure in transit, at rest, and in use. We use AES-256 encryption, role-based access, continuous monitoring, and regular penetration testing to safeguard sensitive information.
Operational Security
Our security team continuously monitors systems and networks for suspicious activity. Automated alerts, real-time threat detection, and secure data centers ensure that your firm’s information stays protected at all times.
Product Security
Altitude provides built-in admin and user controls for full visibility and protection. Altitude features include two-factor authentication, SSO, SAML 2.0, and mobile data controls for secure deployment across teams.
Reliability
Monitor Your System
Altitude provides full transparency into system uptime and performance so your team can operate with confidence. You can view real-time and historical platform status anytime.
Uptime and Availability
Altitude maintains 24/7 system monitoring and a 99.9% uptime commitment. Our infrastructure supports firms of all sizes with redundant systems, proactive maintenance, and real-time alerting.
Business Continuity
Altitude’s infrastructure includes daily encrypted backups, regional redundancy, and tested recovery procedures. In the event of an outage, systems can be restored quickly and securely.
Privacy
Protect Your Business
We maintain a strict privacy program that aligns with financial industry expectations and upcoming global standards. Your client data remains confidential, encrypted, and under your control.
Privacy Controls
Altitude provides role-based permissions, admin tools, and user-level access settings for precise data management. You decide who has access to client data and how integrations connect.
Data Governance
You maintain complete control over your firm’s data. Altitude allows export, archive, or deletion requests, giving you visibility and ownership of every record.
Data Residency
All Altitude data is hosted on secure U.S.-based servers within enterprise-grade facilities. Regional redundancy protects against data loss and ensures compliance with domestic data handling standards.
Compliance
Certifications & Attestations
Independent validations and recognized frameworks that demonstrate Altitude’s commitment to security, privacy, and compliance excellence.
SOC 2 Type I
A SOC 2 Type I report evaluates a company’s systems and controls at a specific point in time. It verifies that Altitude’s security, availability, and confidentiality controls were properly designed and implemented as of the audit date.
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SOC 2 Type II
A SOC 2 Type II report extends the evaluation of those same controls over a defined period of time. It demonstrates not only proper design but also consistent operation and effectiveness across months of real-world use.
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Microsoft 365
Microsoft 365 provides Altitude with a secure collaboration and productivity environment. It includes built-in enterprise-grade security, access controls, and data protection that meet global regulatory and compliance standards.
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NIST 800-53 Rev. 5
NIST Special Publication 800-53 Rev. 5 is a U.S. federal framework of security and privacy controls developed by the National Institute of Standards and Technology. It defines the baseline safeguards organizations can use to manage risk and protect information systems.
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AWS Qualified Software
AWS Qualified Software indicates that Altitude has successfully completed Amazon Web Services’ Foundational Technical Review. This designation confirms that the software meets AWS best practices for security, reliability, and operational excellence.
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More on Altitude Security
Take a deeper dive into Altitude’s security practices and philosophy by visiting our Trust Center today.