Integrated Investment Solutions is proud to announce the successful completion of its 2025 Annual System and Organization Controls (SOC) 1 Type 2 examination. This milestone reinforces the firm’s steadfast commitment to upholding rigorous standards for security, availability, and confidentiality on behalf of its clients.
The SOC 1 Type 2 report, performed by an independent third-party auditor, assesses the design and operating effectiveness of internal controls related to financial reporting. This comprehensive review confirms that Integrated Investment Solutions’ systems and processes align with the strict criteria established by the American Institute of Certified Public Accountants (AICPA).
“We’re pleased to once again receive our SOC 1 Type 2 report, marking eight consecutive years,” said Rafael Beck, Senior Managing Director of Integrated Investment Solutions. “This recognition highlights our continued focus on operational excellence and delivering dependable service to our clients."
Successfully completing the SOC 1 Type 2 examination reflects Integrated Investment Solutions’ proactive approach to risk management and its ongoing dedication to delivering protected and reliable investment solutions. Clients can remain confident that their financial information is managed with the highest standards of integrity and security.
For more information about Integrated Investment Solutions and our commitment to security and compliance, please visit www.integrated.solutions.
For more information about Integrated Investment Solutions and our commitment to security and compliance, please visit www.integrated.solutions.
About Integrated Investment Solutions
Integrated Investment Solutions is a leading provider of comprehensive fund administration services. With a focus on innovation and client satisfaction, we offer a wide range of solutions designed to meet the unique needs of our clients. Our team of experienced professionals is dedicated to delivering exceptional service and achieving outstanding results.
Contact:
Rafael Beck
Senior Managing Director
Integrated Solutions
212-897-1690
rbeck@integrated.solutions
www.integrated.solutions
Senior Managing Director
Integrated Solutions
212-897-1690
rbeck@integrated.solutions
www.integrated.solutions
