Choose the tier that matches your compliance requirements.

Every FinTel account starts on Standard. Regulated industries, defense contractors, and firms with contractual isolation requirements can upgrade to Enhanced or Hard-Separated at any time.

All Accounts

Standard

SOC 2-compliant shared infrastructure.

Row-level RBAC isolation ensures each advisory partner sees only their clients, and each client sees only their own data. All data is encrypted at rest with AES-256 and in transit with TLS 1.3. A web application firewall (WAF) sits in front of all traffic. Full audit logging is on by default.

  • Row-level RBAC isolation
  • AES-256 encryption at rest
  • TLS 1.3 in transit
  • Web application firewall (WAF)
  • Full audit logging
  • SOC 2-compliant architecture (certification in progress)
SOC 2 (In Progress)
Contractual Isolation

Enhanced

Everything in Standard, plus dedicated infrastructure.

  • Everything in Standard
  • Dedicated database instance
  • Partner-scoped AWS KMS key
  • Dedicated S3 bucket
  • Physical storage separation
  • Contractual data isolation SLA
Defense & Federal

Hard-Separated

Full infrastructure isolation. CMMC / FedRAMP alignment.

  • Dedicated AWS account or VPC
  • FIPS 140-2 validated modules
  • Network-level isolation
  • HSM-backed KMS
  • CMMC Level 2 alignment
  • NIST SP 800-171 aligned
  • FedRAMP Moderate controls alignment
  • CUI-ready architecture

Not sure which tier is right for your firm? Contact us and we'll help you assess your requirements.

What's included in each tier

FeatureStandardEnhancedHard-Separated
Row-level RBAC isolation
AES-256 encryption at rest
TLS 1.3 in transit
Web application firewall (WAF)
Full audit logging
SOC 2-compliant architecture
Dedicated database instance
Partner-scoped AWS KMS key
Dedicated S3 bucket
Dedicated AWS account or VPC
FIPS 140-2 validated modules
Network-level isolation
HSM-backed KMS
CMMC Level 2 alignment
NIST SP 800-171 aligned
FedRAMP Moderate alignment

SOC 2 Type II certification is in progress.

FinTel's infrastructure is built to SOC 2 standards. Formal Type II certification is currently in progress. CMMC Level 2 and NIST SP 800-171 alignment documentation is available under NDA for Hard-Separated prospects.

SOC 2 (Certification In Progress)CMMC Level 2 (Alignment)NIST SP 800-171FIPS 140-2 (Hard-Separated)FedRAMP Moderate (Alignment)
FinTelFinTel

FinTel services are provided through advisory partners. FinTel does not provide accounting or legal advice.

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