Advance Work LLC | Trust Center
Trust Center
How AdvanceWork protects the data behind executive protection operations — our security practices, our subprocessors, and where we are in our SOC 2 Type 2 audit. Documentation is available on request.
Request documents

Resources

Request access to our security documentation. Each request is reviewed individually and documents are shared under NDA.

Security Overview

Our platform architecture, data flows and the controls that protect customer data.

Security Questionnaire - Standing Responses

Written answers to the security due-diligence questions we are asked most often.

Data Processing Agreement (template)

Our standard data processing terms, provided as a template for your legal review.

SOC 2 - Letter of Engagement

Our auditor's written confirmation that AdvanceWork has engaged them for SOC 2. No report has been issued.

Cyber Insurance

FAQs

Not yet. We have engaged an independent auditor and our SOC 2 programme is under way, but no report has been issued. We would rather say so plainly than imply a certification we do not hold. Our letter of engagement is available on request, and the report will be published here once it is issued.
A processor. All the operational data you put into the platform — officer and protectee details, locations, missions, reports — is processed on your instructions under a data processing agreement. You remain the controller. AdvanceWork is a controller only for its own employee data and its marketing and sales contacts.
Yes. We hold a technology and cyber liability policy underwritten at Lloyd's, covering network security and privacy liability, cyber incident response, cyber crime, and system damage and business interruption. A certificate of insurance is available on request.
Not yet. A third-party network and application penetration test is planned as part of our SOC 2 program. We will share a summary of the results under NDA once it is complete.
We maintain a documented incident response plan that covers detection, triage, containment and communication. Where an incident affects your personal data we notify you without undue delay, and in any case within 72 hours of confirming it.
Yes. We give 30 days' notice before adding or replacing a subprocessor that processes customer data, and you have the right to object.
Email [email protected]. We acknowledge reports of a suspected vulnerability within one business day. If you are reporting something sensitive, say so in the subject line and we will reply with a way to share details securely.
Bring your own AI. AdvanceWork publishes an MCP server, so your team connects its own AI client and its own provider account directly to AdvanceWork. The session runs under your account, on your terms, and is scoped to the permissions of the user who connects. We do not resell or bundle an AI provider, which is why no AI vendor appears in our subprocessor list.

Subprocessors

The third parties that process customer data on our behalf. Those marked optional are engaged only if you use the related feature. We give 30 days' notice before adding or replacing any of them.

Amazon Web Services

Cloud infrastructure and application hosting.

Data location: United States

Supabase

Application database, file storage and backend functions.

Data location: United States

Cloudflare

Authoritative DNS and bot protection (Turnstile) on public entry points.

Data location: United States

Resend

Transactional email delivery.

Data location: United States

Sentry

Application error and performance monitoring. Personal data is scrubbed before transmission, text and media are masked, credentials are redacted from URLs, and no headers, cookies or IP addresses are attached.

Data location: United States

Google Cloud Platform

Mapping, geocoding and place data; Firebase push notifications to mobile devices.

Data location: United States

PostHog

Product analytics, feature usage and adoption, keyed to an opaque account identifier. No protectee or officer records are transmitted.

Data location: United States

Twilio

Optional - Billing and payment processing.

Data location: United States

Stripe

Optional - Billing and payment processing.

Data location: United States
View all

Compliance

SOC 2 Type 2 - Audit in progress

AdvanceWork has engaged an independent auditor for SOC 2 and the program is under way. No report has been issued yet; we will publish it here once it is. Our letter of engagement is available on request.

GDPR - Data Processor

AdvanceWork acts as a data processor for customer data under the GDPR. Our subprocessors are listed above, and our data processing agreement is available on request.

Monitoring

Change Management

Production Data Use is Restricted
Production data is not used in the development and testing environments, unless required for debugging customer issues.
Baseline Configurations
Baseline configurations and codebases for production infrastructure, systems, and applications are securely managed.
Configuration and Asset Management Policy
A Configuration and Asset Management Policy governs configurations for new sensitive systems
Approval for System Changes
System changes are approved by at least 1 independent person prior to deployment into production.
Software Change Testing
Software changes are tested prior to being deployed into production.
Segregation of Environments
Development, staging, and production environments are segregated.
Change Management Policy
A Change Management Policy governs the documenting, tracking, testing, and approving of system, network, security, and infrastructure changes.
Secure Development Policy
A Secure Development Policy defines the requirements for secure software and system development and maintenance.

Availability

Business Continuity and Disaster Recovery Policy
Business Continuity and Disaster Recovery Policy governs required processes for restoring the service or supporting infrastructure after suffering a disaster or disruption.
Uptime and Availability Monitoring
System tools monitors for uptime and availability based on predetermined criteria.
Automated Backup Process
Full backups are performed and retained in accordance with the Business Continuity and Disaster Recovery Policy.

Organizational Management

Personnel Acknowledge Security Policies
Internal personnel review and accept applicable information security policies at least annually.
Acceptable Use Policy
An Acceptable Use Policy defines standards for appropriate and secure use of company hardware and electronic systems including storage media, communication tools and internet access.
Security Awareness Training
Internal personnel complete annual training programs for information security to help them understand their obligations and responsibilities related to security.
Internal Control Policy
An Internal Control Policy identifies how a system of controls should be maintained to safeguard assets, promote operational efficiency, and encourage adherence to prescribed managerial policies.
Independent Advisor
The board of directors or equivalent entity function includes senior management and external advisors, who are independent from the company's operations. An information security team has also been established to govern cybersecurity.
Code of Conduct
A Code of Conduct outlines ethical expectations, behavior standards, and ramifications of noncompliance.
Performance Review Policy
A Performance Review Policy provides personnel context and transparency into their performance and career development processes.
Roles and Responsibilities
Information security roles and responsibilities are outlined for personnel responsible for the security, availability, and confidentiality of the system.
Internal Control Monitoring
A continuous monitoring solution monitors internal controls used in the achievement of service commitments and system requirements.
Information Security Policy
An Information Security Policy establishes the security requirements for maintaining the security, confidentiality, integrity, and availability of applications, systems, infrastructure, and data.
Information Security Program Review
Management is responsible for the design, implementation, and management of the organization’s security policies and procedures. The policies and procedures are reviewed by management at least annually.
Cybersecurity Insurance
Cybersecurity insurance has been procured to help minimize the financial impact of cybersecurity loss events.
Organizational Chart
Management maintains a formal organizational chart to clearly identify positions of authority and the lines of communication, and publishes the organizational chart to internal personnel.
Disciplinary Action
Personnel who violate information security policies are subject to disciplinary action and such disciplinary action is clearly documented in one or more policies.
Background Checks
Background checks or their equivalent are performed before or promptly after a new hires start date, as permitted by local laws.

Confidentiality

Disposal of Customer Data
Upon customer request, Company requires that data that is no longer needed from databases and other file stores is removed in accordance with agreed-upon customer requirements.
Data Classification Policy
A Data Classification Policy details the security and handling protocols for sensitive data.
Data Retention and Disposal Policy
A Data Retention and Disposal Policy specifies how customer data is to be retained and disposed of based on compliance requirements and contractual obligations.
Access to Customer Data is Restricted
Access to, erasure of, or destruction of customer data is restricted to personnel that need access based on the principle of least privilege.

Vulnerability Management

Vulnerability Scanning
Vulnerability scanning is performed on production infrastructure systems, and identified deficiencies are remediated on a timely basis.
Vulnerability and Patch Management Policy
A Vulnerability Management and Patch Management Policy outlines the processes to efficiently respond to identified vulnerabilities.

Incident Response

Tracking a Security Incident
Identified incidents are documented, tracked, and analyzed according to the Incident Response Plan.
Incident Response Plan
An Incident Response Plan outlines the process of identifying, prioritizing, communicating, assigning and tracking confirmed incidents through to resolution.
Lessons Learned
After any identified security incident has been resolved, management provides a "Lessons Learned" document to the team in order to continually improve security and operations.

Risk Assessment

Risk Assessment
Formal risk assessments are performed, which includes the identification of relevant internal and external threats related to security, availability, confidentiality, and fraud, and an analysis of risks associated with those threats.
Vendor Risk Management Policy
A Vendor Risk Management Policy defines a framework for the onboarding and management of the vendor relationship lifecycle.
Risk Register
A risk register is maintained, which records the risk mitigation strategies for identified risks, and the development or modification of controls consistent with the risk mitigation strategy.
Vendor Risk Assessment
New vendors are assessed in accordance with the Vendor Risk Management Policy prior to engaging with the vendor. Reassessment occurs at least annually.
Vendor Due Diligence Review
Vendor SOC 2 reports (or equivalent) are collected and reviewed on at least an annual basis.
Risk Assessment and Treatment Policy
A Risk Assessment and Treatment Policy governs the process for conducting risk assessments to account for threats, vulnerabilities, likelihood, and impact with respect to assets, team members, customers, vendors, suppliers, and partners. Risk tolerance and strategies are also defined in the policy.

Network Security

Network Traffic Monitoring
Security tools are implemented to provide monitoring of network traffic to the production environment.
Automated Alerting for Security Events
Alerting software is used to notify impacted teams of potential security events.
Restricted Port Configurations
Configurations ensure available networking ports, protocols, services, and environments are restricted as necessary, including firewalls.
Network Security Policy
A Network Security Policy identifies the requirements for protecting information and systems within and across networks.
Logging and Monitoring for Threats
Logging and monitoring software is used to collect data from infrastructure to detect potential security threats, unusual system activity, and monitor system performance, as applicable.

Access Security

Access to Product is Restricted
Non-console access to production infrastructure is restricted to users with a unique SSH key or access key
Administrative Access is Restricted
Administrative access to production infrastructure is restricted based on the principle of least privilege.
Access Control and Termination Policy
An Access Control and Termination Policy governs authentication and access to applicable systems, data, and networks.
Encryption-at-Rest
Service data is encrypted-at-rest.
User Access Reviews
System owners conduct scheduled user access reviews of production servers, databases, and applications to validate internal user access is commensurate with job responsibilities.
Unique Access IDs
Personnel are assigned unique IDs to access sensitive systems, networks, and information
Removal of Access
Upon termination or when internal personnel no longer require access, system access is removed, as applicable.
Encryption and Key Management Policy
An Encryption and Key Management Policy supports the secure encryption and decryption of app secrets, and governs the use of cryptographic controls.
Encryption-in-Transit
Service data transmitted over the internet is encrypted-in-transit.
Asset Inventory
A list of system assets, components, and respective owners are maintained and reviewed at least annually

Communications

Confidential Reporting Channel
A confidential reporting channel is made available to internal personnel and external parties to report security and other identified concerns.
Communication of Security Commitments
Security commitments and expectations are communicated to both internal personnel and external users via the company's website.
Description of Services
Descriptions of the company's services and systems are available to both internal personnel and external users.
Privacy Policy
A Privacy Policy to both external users and internal personnel. This policy details the company's privacy commitments.
Terms of Service
Terms of Service or the equivalent are published or shared to external users.