Uptake Receives SOC 2 Type II Certification

Independent Audit Verifies Uptake’s Internal Controls and Processes

CHICAGO –– May 31, 2022 –– Uptake, a leader in industrial intelligence, announced today that
it has completed its SOC 2 Type II audit, performed by KirkpatrickPrice. SOC 2 compliance
demonstrates that software-as-a-service (SaaS) applications have the necessary controls and
processes in place to protect data processed on their systems, and is a critical criterion for
evaluating the security of software vendors.

“The safety and cyber-security of industrial data and systems are critical for our customers and
partners, and they’re core to our products and services,” said Linda Bartman, President, Uptake.
“We’re committed to ensuring data entrusted to Uptake is secure and available for all of our
customers’ objectives –– from digital transformation to sustainability initiatives.”

A SOC 2 audit provides an independent, third-party validation that a service organization’s
information security practices meet industry standards stipulated by the AICPA. During the
audit, a service organization’s non-financial reporting controls, including security, availability,
processing integrity, confidentiality, and privacy, are tested. The SOC 2 report delivered by
KirkpatrickPrice verifies the suitability of the design and operating effectiveness of Uptake’s
controls to meet the standards for these criteria.

“The SOC 2 audit is based on the Trust Services Criteria,” said Joseph Kirkpatrick, President of
KirkpatrickPrice. “Uptake delivers trust-based services to their clients, and by communicating
the results of this audit, their clients can be assured of their reliance on Uptake’s controls.”
For more on Uptake’s commitment to cybersecurity, visit:

ABOUT UPTAKE

Uptake provides industrial intelligence software-as-a-service (SaaS), translating data into
smarter operations. Driven by unified data management and industrial data science, Uptake
enables and delivers actionable insights that predict asset failure, advance ESG initiatives,
mitigate catastrophic risk, optimize maintenance strategy, and protect operator safety. With 48
patents and recognition by Gartner, Verdantix, the World Economic Forum, CNBC, and Forbes,
Uptake is based in Chicago, with an office in Mississauga, Ontario, and has a presence around
the world. To stay up-to-date on what we’re doing, visit us at www.uptake.com and follow us on
LinkedIn and Instagram.

ABOUT KIRKPATRICKPRICE

KirkpatrickPrice is a licensed CPA firm, PCI QSA, and a HITRUST CSF Assessor, registered
with the PCAOB, providing assurance services for over a thousand clients in North America,
South America, Asia, Europe, and Australia. The firm has more than a decade of experience in
information security by performing assessments, audits, and tests that strengthen information
security practices and internal controls. KirkpatrickPrice most commonly performs assessments
on SOC 1, SOC 2, PCI DSS, HIPAA, HITRUST CSF, GDPR, ISO 27001, FISMA, and FERPA

frameworks, as well as advanced-level penetration testing. For more information, visit
www.kirkpatrickprice.com, follow KirkPatrickPrice on LinkedIn, or subscribe to our Youtube
channel.

CONTACT
Uptake
press@uptake.com, + 1 312-242-2167

Net Friends Receives SOC 2 Type II Attestation for Third Year, Adding Confidentiality Trust Services Criteria

Independent Audit Verifies Net Friends’ Internal Controls & Processes, Adding Confidentiality Trust Services Criteria

DURHAM — Net Friends, Inc., a North Carolina-based IT company and managed services provider, announced today that it has completed its annual SOC 2 Type II audit, performed by Kirkpatrick Price. For the third year in a row, this attestation presents independent, third-party validation that Net Friends demonstrates a strong commitment to information security practices. By exhibiting the necessary internal controls and processes, Net Friends has provided evidence that they deliver high-quality, trust-based services to their clients.

SOC 2 audit verifies a service organization’s ability to meet industry standards stipulated by the AICPA. During the audit, the non-financial reporting controls of Net Friends were tested for relevancy to the (1) security, (2) availability, and (3) confidentiality criteria. The SOC 2 report delivered by Kirkpatrick Price validates the design suitability and operating effectiveness of Net Friends’ controls to meet the standards of these criteria.

“By engaging in the SOC 2 Type II audit every year, we are motivated by transparency and accountability,” said John Snyder, CEO of Net Friends.

 

“We believe it is our duty to provide our customers with a non-biased, third-party confirmation of our information security practices. We fully leverage our audits to continuously improve our security, availability, and confidentiality.”

       — John Snyder, Net Friends CEO

 

“By adding the Confidentiality Trust Services criteria to their SOC 2 audit this year, Net Friends has increased their commitment to trust-based controls to support customers’ data protections,” said Joseph Kirkpatrick, President of Kirkpatrick Price. “The SOC 2 audit is based on the Trust Services Criteria, and by communicating Net Friends’ audit results, clients can be assured of their reliance on Net Friends’ controls.”‍

About Net Friends

Net Friends provides comprehensive managed IT services, cybersecurity services, IT staffing, and managed infrastructure services to businesses and organizations of all sizes in North Carolina and across the United States. We are your technology partners, delivering reliable, flexible, and effective technical expertise and solutions that have fueled our clients’ success for 25 years. We believe in people, and we love to see our customers and community thrive.

Learn more at www.netfriends.com and follow us on LinkedIn.

About KirkpatrickPrice

KirkpatrickPrice is a licensed CPA firm, PCI QSA, and a HITRUST CSF Assessor, registered with the PCAOB, providing assurance services to over a thousand clients in North America, South America, Asia, Europe, and Australia. The firm has more than a decade of experience in information security by performing assessments, audits, and tests that strengthen information security practices and internal controls. KirkpatrickPrice most commonly performs assessments on SOC 1, SOC 2, PCI DSS, HIPAA, HITRUST CSF, GDPR, ISO 27001, FISMA, and FERPA frameworks, as well as advanced-level penetration testing. For more information, visit www.kirkpatrickprice.com, follow KirkpatrickPrice on LinkedIn, or subscribe to our YouTube channel.

Randstad RiseSmart Receives SOC 2 Type II Attestation

Independent Audit Verifies Randstad RiseSmart’s Internal Controls and Processes

SAN JOSE, Calif., March 9, 2022 – Randstad RiseSmart, a leading specialist in coaching and career transitions, today announced that it has completed its SOC 2 Type II audit, performed by KirkpatrickPrice. This attestation provides evidence that Randstad RiseSmart has a strong commitment to security and to delivering high-quality services to its clients by demonstrating that they have the necessary internal controls and processes in place.

A SOC 2 audit provides an independent, third-party validation that a service organization’s information security practices meet industry standards stipulated by the AICPA. During the audit, a service organization’s non-financial reporting controls as they relate to security, availability, processing integrity, confidentiality, and privacy of a system are tested. The SOC 2 report delivered by KirkpatrickPrice verifies the suitability of the design and operating effectiveness of Randstad RiseSmart’s controls to meet the standards for these criteria.

“At RiseSmart we deliver innovation to businesses across the world, but a SOC 2 audit is an opportunity for our business to innovate and improve itself,” said Vikash Chauhan, chief technology officer, Randstad RiseSmart. “The audit isn’t a simple tick box exercise to be checked off every year, or just another IT task to include in the budget. Instead, we view the audit as an opportunity to improve our business processes, our approach to data security, and the organization as a whole. As a business partner entrusted to help unleash worklife possibilities, we view caring about our customer’s data and keeping it secure as a critical piece of our business operation.”

“The SOC 2 audit is based on the Trust Services Criteria,” said Joseph Kirkpatrick, President of KirkpatrickPrice. “Randstad RiseSmart delivers trust-based services to their clients, and by communicating the results of this audit, their clients can be assured of their reliance on Randstad RiseSmart’s controls.”

About Randstad RiseSmart

Randstad RiseSmart is a leading specialist in worklife coaching and career transitions and an operating company of Randstad N.V. Our purpose is to enable organizations to unleash possibilities throughout their working lives for their biggest asset, their people. We understand that a business thrives when its people do. Our coaching-centric approach is designed to support individuals throughout all stages of their employment, and to support businesses in onboarding, developing, mobilizing, engaging, retaining, and transitioning employees to have the best possible worklife experience in alignment with business needs. We do this through our industry-leading combination of ‘tech and touch’ resources such as expert coaching, field expertise, industry insights, curated content, specialist platforms, and personalized action plans. Visit us at: www.randstadrisesmart.com

NorthStar Education Services Receives SOC 2 Type II Attestation

NorthStar Education Services, a student financial aid and payment company, today announced that it has completed its SOC 2 Type II audit, performed by KirkpatrickPrice. This attestation provides evidence that NorthStar Education Services has a strong commitment to security and to delivering high-quality services to its clients by demonstrating that they have the necessary internal controls and processes in place.

SOC 2 audit provides an independent, third-party validation that a service organization’s information security practices meet industry standards stipulated by the AICPA. During the audit, a service organization’s non-financial reporting controls as they relate to security, availability, processing integrity, confidentiality, and privacy of a system are tested. The SOC 2 report delivered by KirkpatrickPrice verifies the suitability of the design and operating effectiveness of NorthStar Education Services’s controls to meet the standards for these criteria.

Taige Thornton, President of NorthStar Education Services, said, “All organizations should ask for SOC reporting from their outsourced service vendors. Whether a vendor can provide a SOC report is a serious risk component that companies need to consider during any vendor due diligence analysis.”

“The SOC 2 audit is based on the Trust Services Criteria,” said Joseph Kirkpatrick, President of KirkpatrickPrice. “NorthStar Education Services delivers trust-based services to their clients, and by communicating the results of this audit, their clients can be assured of their reliance on NorthStar Education Services’s controls.”

About NorthStar Education Services
NorthStar Education Services is an affiliate of Ascendium Education Group. For 50 years, our focus has been to deliver industry leading tools to support educational accessibility and success through student loan repayment, employee benefit/payment assistance, next generation financial wellness and education loan refinancing programs.

About KirkpatrickPrice

KirkpatrickPrice is a licensed CPA firm, PCI QSA, and a HITRUST CSF Assessor, registered with the PCAOB, providing assurance services to over a thousand clients in North America, South America, Asia, Europe, and Australia. The firm has more than a decade of experience in information security by performing assessments, audits, and tests that strengthen information security practices and internal controls. KirkpatrickPrice most commonly performs assessments on SOC 1, SOC 2, PCI DSS, HIPAA, HITRUST CSF, GDPR, ISO 27001, FISMA, and FERPA frameworks, as well as advanced-level penetration testing. For more information, visit http://www.kirkpatrickprice.com, follow KirkpatrickPrice on LinkedIn, or subscribe to our YouTube channel.

AdvicePay Receives SOC 2 Type II Attestation

Independent Audit Verifies AdvicePay’s Internal Controls and Processes

Bozeman, MT – AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, today announced that it has completed its SOC 2 Type II audit, performed
by KirkpatrickPrice. This attestation provides evidence that AdvicePay has a strong commitment to security and to delivering high-quality services to its clients by demonstrating that they have
the necessary internal controls and processes in place.

A SOC 2 audit provides an independent, third-party validation that a service organization’s information security practices meet industry standards stipulated by the AICPA. During the audit,
a service organization’s non-financial reporting controls as they relate to security, availability, processing integrity, confidentiality, and privacy of a system are tested. The SOC 2 report
delivered by KirkpatrickPrice verifies the suitability of the design and operating effectiveness of AdvicePay’s controls to meet the standards for these criteria.

“We are proud to have completed the SOC 2 Type II examination and audit for the second time. Tens of thousands of clients place their trust in our system to deliver best-in-class solutions and
safeguards to protect and secure their data,” said Alan Moore, CEO & Co-Founder of AdvicePay. “The successful completion of the SOC 2 Type II examination and audit further proves our commitment to providing the most stringent safety measures to deliver enterprise-grade solutions.”

“The SOC 2 audit is based on the Trust Services Criteria,” said Joseph Kirkpatrick, President of KirkpatrickPrice. “AdvicePay delivers trust-based services to their clients, and by communicating
the results of this audit, their clients can be assured of their reliance on AdvicePay’s controls.” 


About AdvicePay

Established by well-known financial advisors Michael Kitces and Alan Moore, AdvicePay is the only billing and payment processing platform created specifically for fee-for-service financial
planning. Financial advisors benefit from efficient invoicing and payment workflows designed exclusively to support their businesses, including up-to-date compliance and data security
management. Users can issue agreements for client e-signature, accept ACH and credit cards, bill hourly or one-time fees, or establish recurring retainer or subscription billing compliantly –
all through the AdvicePay system. To learn more about the AdvicePay platform, visit http://www.AdvicePay.com.


About KirkpatrickPrice

KirkpatrickPrice is a licensed CPA firm, PCI QSA, and a HITRUST CSF Assessor, registered with the PCAOB, providing assurance services to over a thousand clients in North America,
South America, Asia, Europe, and Australia. The firm has more than a decade of experience in information security by performing assessments, audits, and tests that strengthen information
security practices and internal controls. KirkpatrickPrice most commonly performs assessments on SOC 1, SOC 2, PCI DSS, HIPAA, HITRUST CSF, GDPR, ISO 27001, FISMA, and FERPA
frameworks, as well as advanced-level penetration testing. For more information, visit www.kirkpatrickprice.com, follow KirkpatrickPrice on LinkedIn, or subscribe to our YouTube
channel.