In order to be considered for client service work, all vendors must have a posted Equal Employment Opportunity (EEO) policy accepted by the Human Rights Campaign to ensure that our clients are protected. Please understand that it is not enough to simply state that you adhere to Federal, State, and Local laws as it does not provide clear understanding of our clients' diversity and differences. A vendor who actively promotes a broadly worded EEO statement shall make it clear to its employees that they are protected, and by training their staff of diversity, shall ensure that our clients' rights and privacy will be protected.
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No one wants to plan for their demise or incapacity, and fiduciaries are not exempt from unexpected medical or life events. Thus, we have established and documented succession plans to ensure our clients’ needs do not fall through the cracks. You spent the time to find a fiduciary to administer your estate and the last thing you want is to have to go to court to replace him/her in the event of their death or other event. Since we have automated many client processes, a change in client management will be seamless.
In a day and age when retail giants are having their customers' credit card information hacked and used for nefarious purposes, it's important to protect data aggressively. We maintain our corporate firewall and all backups are encrypted with randomly generated SSL keys when the backup begins. Before online data can be accessed, our administrator must receive a security key from the provider. That way, login to our backups have an extra layer of protection.