Confidentiality and Security

Your data is confidential

Only ActiFi sees your data and reports. It's that simple.

If you are accessing this program through the site of a larger organization, such as a broker-dealer or custodian, it may appear that you are submitting information to that firm, however the program is entirely and separately hosted by ActiFi. All data entered by yourself (on this site) or your clients (in response to a survey) is transmitted to and hosted on a secure ActiFi server. Your data and your reports are never accessible to, or transmitted through, the firm or affiliated organization that is sponsoring your access to this program, unless we have permission to share your information.

ActiFi will enter and analyze responses from your individual clients and report those back to you in an aggregate form and on a client-by-client basis. No individual results are shared outside your team, which means that no individual results are shared with your custodian, employer, broker-dealer or any third-party individual or organization, unless we have permission to share your information. Your survey results are maintained in our system to allow you to compare results, year over year, should you decide to repeat the program in future.

Your data is secure

All data is housed on ActiFi's server. Our data center is manned 24/7 by Information Security Professionals and has electronically controlled and video monitored access points with man-traps. Access to data centers is strictly limited to authorized engineering personnel. Our network is monitored around-the-clock from a state-of-the-art Network Operations Centre (NOC) 24 hours per day, seven days per week. We have redundant firewalls protecting each of our dedicated network segments. These stateful packet-inspection firewalls dynamically monitor the exchange of packets, effectively opening holes for each communications session on an as-needed basis and then close the holes as soon as they're no longer needed for authorized traffic.

Our 2048bit Secure Sockets Layer (SSL) Certificate ensures encrypted/secure communications between your clients and our server when they are submitting surveys.