Wealth Write.Up Earns SOC 2 Type 1 Certification, Enhancing Security for Canadian Accounting Firms
MONTREAL, Dec. 11, 2025 /PRNewswire/ -- Wealth Write.Up, a Canadian leader in AI-powered investment accounting software, announced today it has successfully completed its SOC 2 Type 1 certification. This achievement validates that Wealth Write.Up meets the highest standards for data security, privacy, and operational integrity. The certification enhances the company's ability to protect sensitive financial data for accounting firms, family offices, and wealth management professionals operating in regulated industries across Canada.
蒙特利爾，2025年12月11日/PRNewswire/ -- 加拿大領先的AI驅動投資會計軟件公司Wealth Write.Up今日宣佈成功完成SOC 2 Type 1認證。這一成就驗證了Wealth Write.Up在數據安全、隱私和運營完整性方面達到了最高標準。該認證增強了公司爲加拿大受監管行業的會計師事務所、家族辦公室和财富管理專業人士保護敏感財務數據的能力。
"Receiving SOC 2 Type 1 certification marks a major milestone for us and our clients," said Brian McGlynn, CEO of Wealth Write.Up. "It means we have formally demonstrated to an independent auditor that our controls are designed and implemented to protect our clients' data from day one. For accounting firms, family offices, and investment professionals across Canada, this places their information in a secure environment built for precision, reliability, and compliance.""Our clients' trust us with their most sensitive financial information," added McGlynn. "This certification reinforces our leadership in secure, cloud-based accounting technology designed to meet the unique data residency and compliance needs of Canada's financial sector."
「獲得SOC 2 Type 1認證對我們和我們的客戶來說都是一個重要的里程碑，」Wealth Write.Up首席執行官Brian McGlynn表示。「這意味着我們已正式向獨立核數師證明，我們的控制措施從第一天起就設計並實施到位，以保護客戶的數據。對於加拿大的會計師事務所、家族辦公室和投資專業人士而言，這使他們的信息置於一個爲精確性、可靠性和合規性而構建的安全環境中。」「我們的客戶信任我們處理他們最敏感的財務信息，」McGlynn補充道。「此認證強化了我們在安全的雲端會計技術領域的領導地位，該技術旨在滿足加拿大金融行業獨特的數據駐留和合規需求。」
SOC 2 Type 1 is an independent audit framework developed by the American Institute of Certified Public Accountants (AICPA). It evaluates whether a company's systems and controls are properly designed to protect data security, privacy, and availability. For technology providers serving financial professionals, this certification confirms that internal practices meet rigorous standards for protecting client data from unauthorized access or misuse.
SOC 2 Type 1是由美國註冊會計師協會（AICPA）開發的獨立審計框架。它評估公司的系統和控制措施是否經過適當設計，以保護數據安全、隱私和可用性。對於服務於金融專業人士的技術供應商而言，此認證確認其內部實踐符合保護客戶數據免受未經授權訪問或濫用的嚴格標準。
Wealth Write.Up is a Canadian-built investment accounting platform designed for accounting firms, family offices, and wealth management professionals. The platform simplifies complex investment accounting, such as multi-custodian and multi-currency transactions, while delivering accurate financial reporting, audit-ready records, and deep client insights.
Wealth Write.Up是一款專爲會計師事務所、家族辦公室和财富管理專業人士設計的加拿大投資會計平台。該平台簡化了複雜的投資會計工作，例如多託管人和多幣種交易，同時提供準確的財務報告、審計就緒記錄以及深入的客戶洞察。
Because Wealth Write.Up clients handle high value data for accounting and tax-sensitive reporting, security and data sovereignty are core to Wealth Write.Up's mission. The company ensures all client data is securely hosted within Canada, adhering to Canadian privacy laws and regulatory expectations.
由於Wealth Write.Up的客戶處理高價值的會計和稅務敏感報告數據，安全性和數據主權是Wealth Write.Up使命的核心。該公司確保所有客戶數據均安全託管於加拿大境內，遵守加拿大隱私法律和監管要求。
Achieving SOC 2 Type 1 certification validates that Wealth Write.Up's infrastructure and internal controls meet globally recognized standards for data protection and operational excellence. For firms operating in regulated industries, this milestone demonstrates that the platform not only delivers accuracy and efficiency but also upholds the highest standards of trust, transparency, and compliance in safeguarding client information.
獲得SOC 2 Type 1認證驗證了Wealth Write.Up的基礎設施和內部控制措施符合全球認可的數據保護和運營卓越標準。對於在受監管行業運營的企業而言，這一里程碑表明該平台不僅提供準確性和效率，還堅持在保護客戶信息方面的最高信任、透明度和合規標準。
About Wealth Write.Up
關於Wealth Write.Up
Wealth Write.Up is a Canadian-based investment accounting software platform designed for professional services firms, family offices, holding companies and investment firms. For over 25 years, the solution has helped organizations simplify complex investment accounting including multi-custodian and multi-currency transactions, while delivering precise financial reporting and actionable insights. Trusted by 250+ organizations and used by 1,800+ professionals, Wealth Write.Up offers cloud-based access with data hosted in Canada. The platform is purpose-built to meet the compliance and performance needs of the Canadian market.
Wealth Write.Up是一款基於加拿大設計的投資會計軟件平台，專爲專業服務機構、家族辦公室、控股公司和投資公司打造。超過25年來，該解決方案幫助組織簡化複雜的投資會計工作，包括多託管人和多幣種交易，同時提供精準的財務報告和可操作的洞察。Wealth Write.Up受到250多家組織的信任，被1800多名專業人士使用，提供基於雲的訪問權限，數據託管於加拿大。該平台專門爲滿足加拿大市場的合規性和性能需求而設計。
Users can learn more at
用戶可以訪問以下網址了解更多信息：
Contact
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Kiyomi Harrington
Harrington Gray
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公關顧問
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SOURCE Wealth Write.Up
來源：Wealth Write.Up
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