Secured Alliance Ventures announces ProE Technologies Receives SOC 2 Type II Attestation

FOR IMMEDIATE RELEASE
July 24, 2023

Phoenix, AZ: ProE Technologies, a cloud-based software company that provides a suite of software tailor-made for professional fiduciaries, today announced that it has completed its SOC 2 Type II audit, performed by KirkpatrickPrice. This attestation provides evidence that ProE Technologies has a strong commitment to security and to delivering high-quality services to its clients by demonstrating that they have the necessary internal controls and processes in place.

A SOC 2 audit provides independent, third-party validation that a service organization’s information security practices meet industry standards stipulated by the AICPA. During the audit, a service organization’s non-financial reporting controls as they relate to the security, availability, processing integrity, confidentiality, and privacy of a system are tested. The SOC 2 report delivered by KirkpatrickPrice verifies the suitability of the design and operating effectiveness of ProE Technologies’ controls to meet the standards for these criteria.

“We recognize the critical role fiduciaries play in managing and safeguarding assets for clients. Our mission is to empower these professionals with the tools they need to streamline their operations, enhance client relationships, and build a foundation of trust and confidence,” said Alex Tang, CEO of ProE Technologies.

“The SOC 2 audit is based on the Trust Services Criteria,” said Joseph Kirkpatrick, President of KirkpatrickPrice. “ProE Technologies delivers trust-based services to their clients, and by communicating the results of this audit, their clients can be assured of their reliance on ProE Technologies’ controls.”

For inquiries, please contact:

Alex Tang

atang@saventures.com

About ProE Technologies

ProE is a leading cloud-based software company specializing in customer relationship management services and desktop and hardware support tailored for professional fiduciaries. With a visionary approach to trust administration technology, ProE aims to empower fiduciaries worldwide, revolutionizing the way they manage and protect assets for their clients.

About KirkpatrickPrice

KirkpatrickPrice is a licensed CPA firm, PCI QSA, and a HITRUST CSF Assessor, registered with the PCAOB, providing assurance services to over a thousand clients in North America, South America, Asia, Europe, and Australia. The firm has more than a decade of experience in information security by performing assessments, audits, and tests that strengthen information security practices and internal controls. KirkpatrickPrice most commonly performs assessments on SOC 1, SOC 2, PCI DSS, HIPAA, HITRUST CSF, GDPR, ISO 27001, FISMA, and FERPA frameworks, as well as advanced-level penetration testing.

Secured Alliance Ventures announces ProE Technologies Receives SOC 2 Type II Attestation

FOR IMMEDIATE RELEASE
July 24, 2023

Phoenix, AZ: ProE Technologies, a cloud-based software company that provides a suite of software tailor-made for professional fiduciaries, today announced that it has completed its SOC 2 Type II audit, performed by KirkpatrickPrice. This attestation provides evidence that ProE Technologies has a strong commitment to security and to delivering high-quality services to its clients by demonstrating that they have the necessary internal controls and processes in place.

A SOC 2 audit provides independent, third-party validation that a service organization’s information security practices meet industry standards stipulated by the AICPA. During the audit, a service organization’s non-financial reporting controls as they relate to the security, availability, processing integrity, confidentiality, and privacy of a system are tested. The SOC 2 report delivered by KirkpatrickPrice verifies the suitability of the design and operating effectiveness of ProE Technologies’ controls to meet the standards for these criteria.

“We recognize the critical role fiduciaries play in managing and safeguarding assets for clients. Our mission is to empower these professionals with the tools they need to streamline their operations, enhance client relationships, and build a foundation of trust and confidence,” said Alex Tang, CEO of ProE Technologies.

“The SOC 2 audit is based on the Trust Services Criteria,” said Joseph Kirkpatrick, President of KirkpatrickPrice. “ProE Technologies delivers trust-based services to their clients, and by communicating the results of this audit, their clients can be assured of their reliance on ProE Technologies’ controls.”

For inquiries, please contact:

Alex Tang

atang@saventures.com

About ProE Technologies

ProE is a leading cloud-based software company specializing in customer relationship management services and desktop and hardware support tailored for professional fiduciaries. With a visionary approach to trust administration technology, ProE aims to empower fiduciaries worldwide, revolutionizing the way they manage and protect assets for their clients.

About KirkpatrickPrice

KirkpatrickPrice is a licensed CPA firm, PCI QSA, and a HITRUST CSF Assessor, registered with the PCAOB, providing assurance services to over a thousand clients in North America, South America, Asia, Europe, and Australia. The firm has more than a decade of experience in information security by performing assessments, audits, and tests that strengthen information security practices and internal controls. KirkpatrickPrice most commonly performs assessments on SOC 1, SOC 2, PCI DSS, HIPAA, HITRUST CSF, GDPR, ISO 27001, FISMA, and FERPA frameworks, as well as advanced-level penetration testing.