Protecting your data is the most important part of our business
Banks and mutual funds trust us with their data. You can too.
$5.2 billion banking group
$10.4 billion financial services group
James Investment Research
$6.0 billion mutual fund
We protect your data
All data is written to multiple disks instantly, backed up daily, and stored in multiple locations. We use the world-class server infrastructure of Amazon Web Services. We never pass your Pocket Risk questionnaires or client information to third parties.
Your data is encrypted and sent using HTTPS
Whenever your data is transferring between you and us, everything is encrypted at 256-bit, and sent using HTTPS.
Full redundancy for all major systems
Our servers — from power supplies to the internet connection— operate at full redundancy. Our systems are engineered to stay up even if multiple servers fail.
Frequently updated infrastructure
Our software infrastructure is updated regularly with the latest security patches. While perfect security is a moving target, we work with security researchers to keep up with the state-of-the-art in web security
Advanced physical security
Our state-of-the-art servers are protected by biometric locks and round-the-clock interior and exterior surveillance monitoring. Only authorized personnel have access to the data center. 24/7/365 onsite staff provides additional protection against unauthorized entry and security breaches.
We protect your billing information
All credit card transactions are processed using secure encryption—the same level of encryption used by leading banks. Card information is transmitted, stored, and processed securely on a PCI-Compliant network.
Have a question?
Submit a support request ([email protected]) if you have other security questions and we’ll get back to you as quickly as we can.