At Stratify, we are dedicated to protecting your privacy and ensuring that your personal data is handled in compliance with the SOC 2 standards. Below, we outline our commitment to your privacy, the measures we have taken to secure your data, and how we fulfill our obligations under SOC 2.

Most of the features of our application rely on the financial data of our clients. That means that we collect and store our clients’ financial data on our servers, and remove any details from that data that do not directly relate to financial planning and reporting.

In order to improve our application’s performance and resolve any  technical issues, we collect anonymized technical data. This data does not include any personally identifiable information, and helps us maintain a reliable and enjoyable user experience.

All data transmitted between your device and our servers is encrypted using industry-standard protocols to ensure its confidentiality and security.

Your personal data is processed securely and is only accessible to authorized personnel. We implement strict access controls and regularly review our security measures.

We have appointed a Compliance Manager (CM) who oversees our data protection practices.

You have the right to access, correct, or delete your personal data stored by Stratify. If you wish to exercise these rights, please contact us.

Upon request, we can provide you with a copy of your personal data in a structured, machine-readable format.

You can withdraw your consent for specific data processing activities at any time. Please note that withdrawing consent may impact your ability to use certain features of the application.

We provide you with clear and accessible privacy settings within the application, allowing you to manage your data preferences and make informed choices about how your data is used.

Cookie Usage

Our application may use cookies or similar technologies. By using our application, you consent to the use of cookies as outlined in our privacy policy.

For any questions, concerns, or requests regarding your personal data and privacy, please don't hesitate to contact us. Our compliance manager and dedicated support team will respond promptly.

Your trust and privacy are paramount to us. We are committed to meeting SOC 2 requirements and ensuring your data remains secure and well-protected.

Brian Camposano
Founder & CEO, Stratify