Maus Software Achieves SOC 2 Type II Compliance, Reinforcing Commitment to Data Security and Advisor Trust. Maus Software, the world’s leading Exit Planning software, is proud to announce that it has successfully achieved SOC 2 Type II Compliance, a major milestone underscoring the company’s unwavering commitment to data security, operational excellence, and regulatory standards.
Setting a New Benchmark
This achievement follows a rigorous, independent audit conducted by Insight Assurance, confirming Maus’ alignment with the stringent requirements of the SOC 2 Type II Framework. The certification validates that Maus has implemented and maintained the highest level of controls across data protection, confidentiality, privacy, and availability, safeguarding sensitive advisor and client information throughout its systems and processes.
“At Maus, trust is at the core of every advisor relationship,” said Aaron Stine, CEO. “Earning SOC 2 Type II compliance demonstrates that our platform doesn’t just deliver powerful tools, it protects the integrity of every engagement and every data point our users rely on.”
For financial advisors, and Certified Exit Planning Advisors (CEPAs) who use Maus to manage and grow client businesses, this certification enhances confidence that the platform meets the most rigorous security and compliance standards in the industry. As Maus continues to expand globally, this milestone further strengthens its position as a trusted partner to firms seeking to scale their advisory practices securely.
Understanding SOC 2 Type II Compliance and Its Significance
SOC 2 Type II Compliance is a globally recognized framework for managing and securing customer data based on five trust service principles: security, availability, processing integrity, confidentiality, and privacy. Achieving this level of compliance requires organizations to prove the operational effectiveness of their controls over an extended period, as verified by external auditors.
For financial advisors, and Certified Exit Planning Advisors (CEPAs), the significance of SOC 2 Type II cannot be overstated. It is an assurance that Maus Software’s systems, processes, and practices meet or exceed the most stringent industry standards, supporting both regulatory requirements and client expectations.
How Maus Software Ensures Data Security and Privacy for Advisors
Maus Software’s commitment to data security goes beyond compliance checklists. The platform leverages advanced encryption protocols, role-based access controls, and continuous monitoring to ensure the confidentiality and integrity of advisor and client information across all interactions.
Operational procedures are routinely assessed and enhanced to proactively identify and mitigate risks. Through transparent policies, regular staff training, and partnership with top-tier assurance firms, Maus delivers an environment where advisors can confidently manage sensitive business and personal data.
The Impact of SOC 2 Type II Compliance on Client Trust
Achieving SOC 2 Type II compliance also reflects Maus’ broader commitment to transparency, accountability, and risk management. The audit process evaluated the effectiveness of Maus’ internal controls over a sustained period, ensuring that its data handling practices not only meet but exceed industry expectations.
“Security and compliance are not one-time goals, they are ongoing commitments,” added Jack Philips, Director of Operations. “We’re proud to lead the exit planning software market with a solution that’s both innovative and secure.”
With SOC 2 Type II certification now in place, Maus continues to deliver peace of mind to thousands of professionals worldwide, ensuring that every report, valuation, and strategic plan is backed by secure, reliable infrastructure.
What This Achievement Means for the Future of SaaS at Maus Software
Earning SOC 2 Type II compliance is not an endpoint but a reflection of Maus Software’s ongoing commitment to security, transparency, and operational excellence. As the platform continues to evolve and expand, maintaining and advancing these high standards will remain a top priority, ensuring that Maus stays ahead of emerging threats and regulatory changes.
This milestone further empowers Maus Software to support the growth and scalability of advisory practices worldwide, reinforcing its role as the premier solution for exit planning, business value acceleration, and secure, systemized client management.
About Maus Software
Maus Software is the #1 Exit Planning Software trusted by financial advisors, worldwide. Built on the Value Acceleration Methodology™ and used by leading Certified Exit Planning Advisors (CEPAs), Maus enables professionals to deliver data-driven business valuations, exit readiness assessments, and strategic growth plans that build transferable value and drive wealth creation.
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