
Mailing address: 399 Boylston Street, Suite 650
Boston, MA 02116
866-568-0590
support@clearpointstrategy.com
ClearPoint employs a cloud deployment model with industry-standard security controls including firewalls, Amazon GuardDuty threat detection, and rigorous change management processes. Our distributed architecture scales horizontally to meet growing demands while maintaining peak security.
All critical processes in our production environment are documented and automated. We follow formal change management procedures with testing in separate environments before any production deployment.
Your data are stored in fully redundant databases with encrypted nightly full backups with frequent differential and transaction-log backups using AES-256 encryption, stored in geographically separated locations for maximum resilience.

Secure your ClearPoint instance with multiple layers of authentication protection:
Our unique granular permission system ensures users see exactly what they need:
Industry-standard encryption protects your data at every stage:
Meet regulatory requirements with comprehensive compliance features:
Proactive security measures to protect against threats:
Ensure your data are always available and protected:

What security certifications does ClearPoint have?
ClearPoint holds a SOC 2 Type II report covering the Security trust services criterion, and is TX-RAMP Level 1 certified. ClearPoint supports customer compliance with GDPR and CCPA (standard DPA with SCCs available). For a copy of our SOC 2 report or additional compliance documentation, contact support@clearpointstrategy.com.
How is my data encrypted?
All customer data is protected with AES-256 encryption at rest and TLS/HTTPS encryption in transit over public networks. This AES-256 encryption at rest and TLS 1.2+ in transit ensures your strategic information remains secure at all times.
What kind of backup and disaster recovery do you have?
We store all client data in fully redundant databases with nightly full backups with frequent differential and transaction-log backups, encrypted with AES-256 and stored in geographically separated locations in the United States. Our architecture includes complete redundancy across load balancers, storage units, and processing engines, with data always written to two separate locations.
How do you handle security incidents?
Our Incident Management Policy defines severity levels, investigation and escalation steps, and a post-incident review. An Incident Manager, with a designated deputy, coordinates the response, and Customer Success notifies affected customers. Report a suspected incident to security@clearpointstrategy.com.
Read our responsible disclosure policy in the Trust Center
What authentication options are available?
ClearPoint supports Two-Factor Authentication (2FA), SAML-based Single Sign-On (SSO), and integration with SAML 2.0 identity providers such as Microsoft Entra ID (Azure AD) and Okta. Access to client data is restricted to legitimate business use only with role-based permissions.
How do you monitor and maintain security?
We monitor continuously with automated services (Amazon GuardDuty, Amazon CloudWatch and AWS Config); critical alerts go to engineering, and a weekly on-call rotation responds. Our systems track network resources, operating systems, and applications continuously, scaling automatically when capacity thresholds are reached.
How are your employees trained on security?
Employees are screened before they start, with background checks appropriate to the role and applicable law; contractors are screened commensurate with their access. Employees complete security and privacy training at onboarding and annually, and must acknowledge our Information Security Policy.
What is your change management process?
Our Change Management Policy governs changes to applications and infrastructure. Each change is tracked in the ticketing system, made through version control (GitHub) and a pull request, tested, and approved by someone other than its author before production. Infrastructure changes are made as code, and AWS CloudTrail and AWS Config log them and detect drift.
How do you ensure business continuity?
Our Business Continuity Planning (BCP) and Disaster Recovery (DR) processes prioritize critical functions. With our distributed cloud architecture, redundant infrastructure, and geographically separated data centers, we maintain high availability and can quickly recover from any disruption.
How often do you update your security practices?
We follow an agile development methodology with security testing throughout the entire lifecycle. Our Information Security Policy is reviewed and updated annually, and we conduct annual third-party penetration testing to identify and address potential vulnerabilities.
Can I restrict access to specific data within my organization?
Yes, ClearPoint offers element-level permissions that allow granular control over who can see and edit specific data. You can create custom roles, department hierarchies, and access policies that match your organizational structure.
How can I get more security information?
For detailed security documentation, SOC 2 reports, or specific compliance questions, please contact security@clearpointstrategy.com.







