Compliance

Compliance

Compliance for Treasury as a Service

March 24, 2022

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Scott Williams

When it comes to compliance we hold ourselves to a high standard. We view compliance as our strength enabling us to efficiently build products with confidence while making sure our customers' protection is top of mind.

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Compliance

How Safe Are My Cash and Securities With My Broker? (TL;DR: Very!)

November 8, 2021

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Ben Verschuere - Chief Investment Officer

We all hold assets (stocks, ETF, cash, ...) with our brokers and custodians. Given those institutions are the recipients of our savings a natural question to ask is: How safely are those assets stored? This question is..

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Compliance

Security is a Core Value for Treasure Financial

November 1, 2021

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Scott Williams

Treasure recently completed AICPA Service Organization Control (SOC) 2 Type I Audit, which demonstrates our commitment to protecting client data. When discussing the corporate values that are most important to Treasure..

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