Contents
Information Security
02
Compliance
03
Business Continuity
04
Privacy & Data Protection
05
Security & Compliance Inquiries
Version 4.2
Supersedes all prior versions.
LEGAL
Last updated: August 31, 2026
Trust is fundamental to financial technology. BeSmartee is committed to protecting the data, systems, and institutions that rely on our technology through strong security practices, responsible data management, regulatory compliance, and operational resilience.
Our security and compliance programs are designed around established industry standards and applicable regulatory requirements and are regularly evaluated to address evolving risks, technologies, and regulatory expectations.
01
BeSmartee maintains enterprise-level security practices and safeguards designed to protect our networks, systems, and the information entrusted to us.
Our information security program includes administrative, technical, and organizational controls designed to safeguard the confidentiality, integrity, and availability of client data throughout its lifecycle.
Security practices address areas including access controls, data protection, system monitoring, risk management, incident response, and business continuity.
BeSmartee’s security practices are independently evaluated against recognized industry standards, including:
02
BeSmartee maintains a compliance management program designed to support adherence to applicable regulatory requirements and industry standards. Compliance practices are integrated across the organization and periodically reviewed to evaluate their effectiveness and address changes in the regulatory environment.
Our compliance program considers:
BeSmartee’s compliance program is designed to address applicable laws and regulatory requirements relevant to our business and services, including:
BeSmartee maintains processes designed to identify, evaluate, and respond to evolving regulatory requirements. These include:
03
BeSmartee maintains a business continuity program designed to mitigate operational and technology risks and support the availability and recovery of critical business functions in the event of service disruptions, natural disasters, or other unforeseen events.
Business continuity and recovery procedures are periodically reviewed and tested to evaluate their effectiveness and identify opportunities for improvement. Relevant personnel participate in training and exercises designed to support organizational preparedness and effective response and recovery.
04
BeSmartee is committed to responsible data practices and protecting the privacy of the information entrusted to us.
We maintain policies, procedures, and safeguards designed to support the appropriate collection, use, handling, and protection of personal and sensitive information in accordance with applicable privacy and data protection requirements.
For more information about how BeSmartee collects, uses, and protects personal information, please review our Privacy Policy and Cookie Notice.
05
For additional information about BeSmartee’s security, privacy, or compliance practices, contact info@besmartee.com.
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