AnniseTrust Center

Annise Trust Center

Annise is committed to protecting highly sensitive personal and wealth information processed by our platform through rigorous security and privacy standards, including SOC 2 Type II, periodic cloud scan and penetration testing. We invite you to review our Trust Center documentation to understand the comprehensive technical and organizational safeguards we employ to secure your data.

Compliance

Compliance frameworks Annise currently meets or is working toward to uphold their security and privacy commitments.

SOC 2
Compliant

Resource library

Our security, compliance, and policy documentation, including audit reports.

Access Management PolicyJune 13, 2026
Enterprise Risk Management PolicyJune 13, 2026
Vendor Risk Management PolicyJune 13, 2026
Privacy PolicyJune 13, 2026
Software Development PolicyJune 13, 2026
Business Continuity and Disaster Recovery PolicyJune 13, 2026
Data Management PolicyJune 13, 2026
Incident Response Plan and PolicyJune 13, 2026
Information Security PolicyJune 13, 2026
SOC 2 Type 2 ReportJuly 10, 2026

Controls

Our security program is built on a complete set of controls that govern how we safeguard data and manage risk.

Infrastructure security
  • Architecture Diagram
  • Recovery Plan Testing
  • Vulnerability Management
Organizational security
  • Board of Directors/Advisors Established
  • Trust Page
  • Risk Assessment
Product security
  • Code Changes Planning
  • Code Changes Tested
  • Code Changes Approved
Internal security procedures
  • Endpoint Protection
  • Code of Conduct
  • Incident Response Alerts
Data and privacy
  • Vendor Privacy Risk Enforcement
  • PII Inventory
  • Vendor Risk Enforcement

Subprocessors

Trusted third parties that support our services and may process customer data as part of their function.

Ballast Lane Applications
No location specified
AWS
No location specified
GitHub
No location specified
EODHD
No location specified
MongoDB
No location specified
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