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Personal finance collaboration software for professionals and their clients
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bank security 2.pngHow Balance keeps you safe


Balance means bank level security to ensure your information is safe and secure.  Some of the highlights include:


  • Hosted within a SAS70 compliant data center.
  • All data is encrypted using secure socket layer (SSL) 128 bits.
  • All sensitive data, including account numbers, is encrypted.
  • Strong passwords are required for all user accounts.
  • Intrusion detection to lock out unauthorized users.
  •  Standard operating procedures are enforced to ensure that only authorized payment administrators are allowed access to sensitive customer data.
  • The Balance Financial web site is scanned regularly for potential vulnerabilities.
  • Our payment processing partners at Wells Fargo and ORCC regularly audit Balance to verify secure operating procedures.