FinCalc is proud to announce that it has successfully achieved ISO 27001:2022 accreditation, the globally recognised standard for information security management systems. This achievement marks an important step in FinCalc’s ongoing mission to provide financial planning technology that firms can rely on, not only for performance and innovation, but for the highest standards of information security.
ISO 27001 is one of the most rigorous and reputable security frameworks worldwide. Achieving accreditation demonstrates that FinCalc has implemented robust controls, governance, and risk-management practices to safeguard sensitive information, supporting the firm’s financial adviser clients as they increasingly depend on secure, cloud-based tools for planning, modelling, and client engagement.
Advisers trust FinCalc with valuable client data every day, and earning ISO 27001 certification demonstrates that the company’s systems, processes, and controls meet internationally recognised best practices. From data protection and risk management to operational resilience, this certification reflects the depth of FinCalc’s commitment to safeguarding the information entrusted to the business.
Danny Guest, CTO at FinCalc, commented:
“Security is at the heart of everything we do at FinCalc. Achieving ISO 27001 accreditation underscores our unwavering commitment to protecting our customers, their data, and the trust they place in us. As we continue to innovate and expand our platform, this certification provides independent assurance that our systems and processes meet the highest global standards for information security.”
This milestone further strengthens FinCalc’s position as a trusted partner to financial advice firms, networks, and institutions across the UK. It also reinforces the business’s long-term strategy of delivering secure, scalable, and industry-leading technology that advisers can rely on for essential financial planning and compliance-driven workflows.
This has been referenced in IFA Magazine.