Security that matches the expectations of modern wealth firms.
Allocare is built with layered protections, transparent controls, and infrastructure designed for regulated financial workflows.
Our commitment
We treat client portfolio data as mission critical. Security is embedded into our development lifecycle, internal policies, and infrastructure decisions.
Advisors and investors can rely on always-on availability, proactive monitoring, and verified access controls across the web and mobile app.
Continuous security review
Regular penetration testing and automated vulnerability scans.
Operational controls
Documented incident response and change management processes.
Customer visibility
Clear audit logs and activity reporting for every account.
Core safeguards
Encryption Everywhere
AES-256 encryption at rest and TLS 1.2+ in transit across all services.
Role-Based Access
Granular permissions for advisors, clients, and operational teams.
Secure Infrastructure
Isolated environments, continuous monitoring, and disaster recovery.
Audit Readiness
SOC 2 aligned controls and detailed activity trails.