TRUST CENTER
Trust starts
with evidence.
Start your security and supervision review here. Published information explains our approach; an assurance report or deployment-specific control test requires separate evidence.
Security, privacy and terms
Our public policies are available for review. Discuss your firm’s access, retention, data handling and contractual requirements with the team.
Security overviewQuarterly access reviews
Access-review work was reported in the October 26 development update. Production rollout and tenant-specific evidence are not yet confirmed on this page.
Monthly exam packs
Exam-pack work was reported in the October 26 development update. Confirm what is included, which records it covers and whether it is enabled for your firm.
Privacy-request tracking
Privacy-request tracking was reported in the October 26 development update. Confirm deployment, responsibilities and the applicable workflow with the team.
Is a certification established here?
No. This page does not establish a completed SOC 2 examination or other certification. Ask the team which assurance materials are available. A cloud provider’s report is not a report on Mudanza.
Replace the firm’s compliance responsibility
Software supports the firm’s process. It does not replace supervision, professional judgment or the firm’s compliance obligations.
Terms of serviceSTART WITH YOUR WORKFLOW
Bring a real question.
Tell us what your firm needs to replace, connect or verify. We’ll start there.
Request a private walkthrough