Trust
Security & compliance
ArvoFin is SOC 2 Type II certified. Client financial data is the most sensitive thing an advisory firm holds — here's how we treat it.
SOC 2 Type II certified — report available under NDA on request
Data encrypted in transit (TLS 1.2+) and at rest (AES-256)
Client data is never used to train AI models
Full audit logs on every proposal: who generated it, what data it used, when it changed
Role-based access controls and firm-level data isolation
Questions your compliance team wants answered? Bring them to the demo — honest answers on fit, integrations, and rollout.