Data Security

ARB takes data security seriously to protect our clients. You can feel safe about your personal data thanks to our best in class data security measures. The bottom line: ARB cares. We don’t get paid unless you do and we protect our clients’ interests from end to end—connecting you to your inheritance, enriching your lives, and safeguarding the data and systems that make it possible.

“Data security guides our success as a business. Good data infrastructure is foundational and ensures a secure environment to give our clients peace of mind that their personal information will remain safe and protected.”
-Todd Hamblin, ARB CEO

Outlining ARB’s SOC 2 Compliance:

ARB is SOC 2 compliant, which means that we can ensure your data is secure and that your personal information is confidential. SOC 2 Compliance refers to a component of the American Institute of CPAs (AICPA)’s Service Organization Control reporting platform. Its goal is to make sure that systems are set up so they assure security, availability, processing integrity, confidentiality, and privacy of customer data.

Important Things to Know About SOC 2 Compliance


SOC 2 Compliance must be renewed each year via a rigorous audit process requiring 100s of hours of work.


SOC 2 Compliance audit reviews not only how we treat the data, but also looks at hiring / termination policies.


SOC 2 Compliance is run through a third party, meaning our data security measures are evaluated by a trusted outside source.

Key Data Security Practices
  • ARB employs an internal, full time IT team working year-round to maintain IT/data security systems.
  • ARB utilizes firewalls and intrusion detection systems to prevent outside access and data security breaches.
  • ARB uses SSL encryption for secure data transfer over the internet.
  • ARB does background checks and security and confidentiality training with all employees.

“Our team of information system professionals designs all our systems with accuracy and security first. We carefully choose the technologies and partners that we work with, and we hire independent companies to audit and test what we do. Our systems are secure and trustworthy.”
– Darren Croft, ARB Chief Information Officer