Insights

Jan
05
Integrated Investment Solutions Receives Its Annual System And Organization Controls (SOC) 1 Type 2 Report

Integrated Investment Solutions, an independent alternative investment fund administrator announces the successful completion and issuance of its Accounting, Administration and Investor Services System and Organizational Controls (SOC) 1 Type 2 Report for the period October 1, 2019 through September 30, 2020. Our audit was conducted by a well-known internationally acclaimed accounting firm which reviewed and tested the control environment for the services we provide and issued a report which deemed that our control objectives were suitably designed and operated effectively.


We pride ourselves with our professional staff, their integrity, and work ethics. They are highly trained individuals sourced from a variety of accounting backgrounds and regulatory experience. They uphold the highest standards in client relations and confidentiality of client information. We are committed to the standards of control in accordance with Statement on Standards for Attestation Engagements No. 18 issued by the AICPA (SSAE 18, formerly SSAE 16) which has been recognized through the completion of this audit.


Since our inception in 2005, we have instituted strict internal controls which have been followed without deviation. Rafael Beck, Managing Director indicated “We consistently strive to meet the standards set forth through the SSAE review and have successfully done so since we began the SOC 1 audit process three years ago. The evaluations provided as part of the audit process helps us improve upon the performance of our controls. We take our responsibility to our clients seriously and safeguard their data as if it were our own. We are committed to rigorous controls in our workplace to do so.”


NEW YORKLess

42 Broadway, Suite 12-129

New York, NY 10004 

Telephone: 212-509-7800

NEW JERSEYLess

475 Springfield Avenue, Suite 301

Summit, NJ 07901 

Telephone: 908-743-1300

FLORIDA

7000 W Palmetto Park Rd., Suite 503

Boca Raton, FL 33433 

Telephone: 561-453-3800

AICPA SOC Logo

*SOC 1 Type 2 certification only covers: 

Fund Accounting, Administration and Investor Services.

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