Your Data’s Security is Our Priority

Learn how Coconut Software ensures the safety of your information.

Join 150+ Financial Institutions Who Trust Coconut To Deliver a Secure Experience
Credit Union of southern California
Kemba Financial
Blue Line

Data Protection & Security Measures

Stringent Compliance

  • SOC 2 & ISO 27001 Compliance
  • Adherence to GDPR, CCPA, and PIPEDA
  • Strict compliance standards and regular audits

Backup Assurance

  • Frequent and incremental backups
  • Extra layer of protection for valuable information
  • Intrusion Detection

Global Data Hosting

  • Hosted in secure AWS Data Centers with leading network infrastructure
  • Flexible data residency
  • Privacy-Oriented Cookies

Privacy Protection

  • Stringent Protocols per Privacy Regulations
  • No Security Breaches since inception
  • Fortified Data Security

Employee Clearance & Training

  • Comprehensive background checks for all employees
  • Strict non-disclosure agreements and thorough privacy/security training
  • Ongoing privacy and security meetings and annual staff training

Threat Management

  • 24/7 Monitoring, File Integrity, and Intrusion Detection
  • Methods and tools for intrusion detection, vulnerability monitoring, and more
  •  Downtime, load time, and site responsiveness monitoring

Asset & Information Management

  • Encryption in Transit (TLS 1.2+)
  • Encryption at Rest (AES-256)
  • Documents & Procedures

Privacy-Oriented Cookies

  • Short-lived Session Cookies
  • Robust Encryption for Authentication Cookies
  • Transparent Data Protection


“As a product owner at this wealth management company, I work with several vendors to ensure that our technology stack is built to support the needs of our executive team, the advisors and our end customers. Coconut has been flexible and helpful when it came to integrations and security transparency.”

Wealth Management Firm

View our Success Stories

Certifications & Frameworks

(Security, Availability and Privacy)

ISO 27001

GDPR Adherence

CCPA Adherence

PIPEDA Adherence

CSA STAR - Level 1
*coming soon

Only 51% trust their primary FI with their data, and 43% trust them with their long term financial well being. Be a FI they can trust.

The financial services industry comes with unique privacy and security needs surrounding SaaS applications — and Coconut is built to surpass them.

We abide by industry-leading standards to manage our network, secure our web and customer applications, and set strict security policies across our organization.

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