Security is the top priority of Inverite Insights
Protecting customer data is a core responsibility, not an add-on. Security is built into how we design our products and run our operations. We take a proactive approach to keeping information safe and stay transparent about the practices and controls we use to protect it.
Proudly SOC 2 Compliant
Data Security
Encryption & Secure Data Transfer
All data in transit is encrypted using modern TLS protocols (TLS 1.2 or higher), including TLS 1.3 where supported
Access is secured using private API keys
Client portal access requires strong password credentials
Secure Infrastructure & Access Control
Inverite services run inside a segmented Virtual Private Cloud (VPC)
Production access is restricted to authorized personnel only
Employee access is restricted through a secure VPN
Login requires multi-factor authentication (MFA)
Data Security at Rest
Infrastructure uses encrypted storage by default
Relational data is encrypted at rest
Data protection controls are applied consistently across systems
Compliance & Ongoing Security Monitoring
Hosted in AWS (Montreal region)
AWS Infrastructure aligns with PCI DSS 3.2 compliant hosting controls
Regular automated scanning to identify vulnerabilities
Continuous monitoring to detect network and software risks
Optional Client Security Features
API IP whitelisting
Multi-factor authentication for Client Portal access
Regulatory Compliance and Open Banking
Open Banking (consumer-directed finance) in Canada is evolving quickly, and we expect formal regulation to accelerate adoption and strengthen consumer protections. Inverite is actively preparing for this shift — supporting a more secure, standardized ecosystem that reduces reliance on screen-scraping and increases consumer trust and transparency.
To help shape these changes, Inverite is a proud member of the Financial Data Exchange (FDX), a founding member of FDX Canada, and an active participant in multiple working groups and technical task forces. We’re also a member of FDATA, a leading open banking advocacy organization that played a significant role in the rollout of Open Banking in the UK.
Privacy for Individuals
See how we handle your information and protect your privacy.
Privacy for Businesses
Request our SOC 2 report for detailed security information.