#Canada #Montreal #Wealth Write.Up #SOC 2 Type 1 #Canadian Accounting

Wealth Write.Up Achieves SOC 2 Type 1 Certification

On December 11, 2025, Wealth Write.Up, a prominent player in Canada’s AI-driven investment accounting software industry, announced the successful completion of its SOC 2 Type 1 certification. This accomplishment not only elevates the company's market standing but also signifies a commitment to highest standards in data security, privacy, and operational excellence.

What is SOC 2 Type 1 Certification?

SOC 2 Type 1 is an independent audit standard developed by the American Institute of Certified Public Accountants (AICPA). It assesses if a company’s systems and controls are adequately designed to ensure safety, privacy, and availability of data at a specific point in time. For tech companies providing services to financial professionals, such a certification highlights adherence to strict regulations guarding client data against unauthorized access or exploitation.

CEO Brian McGlynn expressed, "Receiving SOC 2 Type 1 certification marks a major milestone for us and our clients. It validates that we have effectively implemented controls to protect sensitive financial data from day one." This certification not only enhances Wealth Write.Up’s credibility but also fortifies trust among their clients, which predominantly includes accounting firms, family offices, and investment professionals.

Implications for Clients

With the certification, Wealth Write.Up augments its capability to safeguard sensitive information pertinent to Canada’s financial sector. McGlynn added, "Our clients trust us with their most sensitive financial information, and this certification reinforces our leadership in secure, cloud-based accounting technology designed to meet the unique needs of our industry."

Wealth Write.Up operates a platform specifically tailored for investment accounting, particularly for complex scenarios that involve multi-custodian and multi-currency transactions. By offering tools that streamline these processes, the platform delivers not only precise financial reporting but also audit-ready records along with valuable insights for clients.

Data Protection & Compliance

Central to Wealth Write.Up's mission is the handling of high-value data while ensuring robust security and adherence to Canadian privacy regulations. All client data is securely hosted within Canada, aligning with privacy laws that govern the financial sector. The achievement of SOC 2 Type 1 certification solidifies the integrity of Wealth Write.Up's infrastructure and emphasizes their dedication to operational excellence and data protection.

A Trusted Solution

With over 25 years of experience, Wealth Write.Up has become a trusted resource for over 250 organizations and 1,800 professionals across Canada. By providing a platform that simplifies complex investment accounting, it helps firms maintain compliance and ensures efficient operations. The cloud-based nature of its service allows businesses seamless access, while still prioritizing data sovereignty.

For more information on Wealth Write.Up and their innovative solutions designed for investment accounting, visit their website at www.wealthwriteup.com.

Conclusion

Achieving SOC 2 Type 1 certification is not just a feather in the cap for Wealth Write.Up; it represents a broader commitment to upholding the highest standards in the financial services industry. As they continue to shadow industry trends, this milestone enhances client confidence and positions them firmly within a competitive landscape that increasingly prioritizes transparency, compliance, and security.