Security

Enterprise-grade security

Your data protected, compliantly managed, and housed in bank-grade security data centers - in your geography.

Industry-leading security standards

Our clients operate globally — across the U.S., EMEA, and Asia-Pacific. They expect SOC compliance, CCPA and GDPR compliance, and bank-grade security. We deliver all of it, keeping our clients’ and their investors’ data secure and protected wherever they are in the world.

Bank-grade security with SOC 2 Type 2

All data and documents stored on Asset Class are housed in SOC 2 Type 2 certified data centers — giving you bank-grade security, end-to-end encryption, and the highest standards of physical security across our global network of Salesforce-powered data centers.

GDPR & CCPA compliant

Asset Class fully complies with the EU’s GDPR and the US’s CCPA. We provide configurable data-privacy options based on your firm’s location, your investors, and your funds - including the physical location of the data center processing your data.

Backup & recovery

Continuous, daily, and weekly backups of all data, metadata, and files can be scheduled and automated — so if data loss, corruption, or human error occurs, your data can be restored in a few clicks. Meet your compliance and ‘Books & Records’ obligations with confidence.

Global data center locations

All data and documents are hosted on Salesforce.com data center infrastructure. With primary and secondary data centers across the U.S., EMEA, and Asia-Pacific, there’s always an immediate backup should a primary center experience any outage.

Security for your firm & your investors

Data & document security

All data and documents are stored in bank-grade data centers and fully encrypted using the latest encryption standards.

System access permissions

Access is permissioned at a highly granular level, ensuring every user only sees and does what they’ve been granted access to.

Multi-factor authentication

Access to our systems is MFA-enabled to help maintain the strongest access-security standards.

Independent audits

Both our data center infrastructure and our operating security standards are assessed every year by an independent cyber-security consulting firm.

See how AI transforms Private Capital operations

Your competitors are still filling in spreadsheets. You're closing rounds. Asset Class is the unfair advantage that separates the firms who scale from the firms who stall

See how AI transforms Private Capital operations

Your competitors are still filling in spreadsheets. You're closing rounds. Asset Class is the unfair advantage that separates the firms who scale from the firms who stall