ProFundCom Achieves SOC 2 Compliance: Raising the Bar for Security and Trust in Financial Marketing Technology
London, October 2025 — ProFundCom, the leading marketing automation platform built exclusively for the investment management industry, is proud to announce that it has successfully achieved SOC 2 Type II compliance. This is significant a milestone that underscores its ongoing commitment to data security, integrity, and operational excellence.
For over two decades, ProFundCom has helped hedge funds, asset managers, private equity firms, and wealth managers raise and retain assets through intelligent marketing automation. The platform integrates deeply with CRMs, investor portals, and data rooms — environments where confidentiality, data protection, and regulatory compliance are paramount. Achieving SOC 2 certification validates that ProFundCom meets the highest standards for security, availability, and confidentiality across all aspects of its global operation.
SOC 2 certification reinforces ProFundCom’s role as a long-term, trusted partner for fund managers and marketing teams who need to balance creativity with compliance. It ensures that every element — from email automation and CRM integration to AI analytics and event management — operates within a secure and transparent framework.
What SOC 2 Compliance Means
ProFundCom’s SOC 2 Type II audit, conducted by an independent third-party firm, evaluated the platform’s systems, processes, and people over a continuous period — testing not only that controls were designed properly, but that they operated effectively in practice.
The audit covered key Trust Service Criteria:
Security – ensuring systems are protected against unauthorized access and attacks.
Availability – confirming that the platform remains reliable and accessible to clients.
Confidentiality – guaranteeing that sensitive data, including investor information, is handled and stored securely.
A Milestone for Institutional-Grade Marketing Technology
In an industry defined by compliance and reputation, this achievement puts ProFundCom at the forefront of marketing automation platforms serving financial professionals.
“Our clients operate in some of the most regulated and security-conscious sectors in the world,” said Paul Das, Founder at ProFundCom. “They trust us with investor data, communications, and analytics that directly impact their capital-raising activities. Achieving SOC 2 compliance isn’t just a certification — it’s a signal that we hold ourselves to the same institutional standards as the firms we serve. Our clients don’t just buy software — they buy confidence. SOC 2 is proof that ProFundCom continues to earn that confidence every day.”
Building a Culture of Security
ProFundCom’s journey toward SOC 2 compliance was not about passing an audit — it was about embedding security into the DNA of the business. The company implemented rigorous internal policies, employee training programs, and access controls to ensure that only the right people have access to the right systems at the right time.
Highlights include:
Adoption of role-based access control (RBAC) across all systems.
Annual security awareness and data protection training for all staff.
Continuous monitoring and logging of system performance and incidents.
Encryption of sensitive data both in transit and at rest.
Regular penetration testing and vulnerability assessments conducted by external experts.
Incident response plans aligned with ISO 27001 and FCA guidance.
Why It Matters for Fund Managers
Marketing within the investment industry involves handling personally identifiable information (PII), fund performance data, and confidential investor communications. As regulators tighten rules on data governance and cybersecurity, fund managers are increasingly expected to ensure that their technology vendors meet institutional compliance standards.
ProFundCom’s SOC 2 compliance gives firms peace of mind that their marketing data and investor communications are handled in a manner consistent with the highest standards in information security. It also simplifies vendor due diligence and operational risk assessments, helping compliance officers and IT teams accelerate onboarding and maintain their own regulatory posture.
ProFundCom’s SOC 2 achievement forms part of a broader roadmap focused on secure scalability, AI transparency, and data integrity.
Achieving SOC 2 compliance is more than a technical milestone — it’s a reaffirmation of ProFundCom’s mission: to empower fund marketers with powerful automation tools underpinned by the highest standards of trust and security.
