Technology
The Upswing CRM on-demand platform uses the most advanced technologies, security and back-up systems, and support measures to ensure our financial services customers' data is safe, backed up, private, and accessible.
Multitenant Architecture
Upswing CRM has been built with a modern, multitenant architecture in which the subsribers to our service use a common, centralized infrastructure and software set, similar to leading "cloud computing" leaders like Google.
World-Class Data Centers
With our premier hosting provider, Rackspace, Upswing CRM offers financial advisors and broker-dealer firms with 24x7x365 data centers that have best-in-class engineering and security standards in the areas of physical security, precision monitored hosting environments, redundant, enterprise-class routing and certified security teams and network technicians.
Security and Compliance
We recognize that the financial services industry requires the highest standards of security and compliance and have designed and built Upswing CRM with that as our guide. From protecting the integrity of your data and guarding against service interruptions to providing appropriate compliance features with the Upswing CRM system, we take every precaution possible to ensure financial advisors' and broker-dealers' data is secure and conforms to industry practices.
SAS 70 Type II
Our premier hosting partner, Rackspace, has processes and safeguards in place designed to protect the assets and data you entrust us with and is SAS 70 compliant. Rackspace has completed an examination in conformity with Statement on Auditing Standards No. 70 (SAS 70), Service Organizations for the period January 1, 2007 through September 30, 2007. Completion of the SAS 70 Type II examination indicates that selected Rackspace's processes, procedures and controls have been formally evaluated and tested by an independent accounting and auditing firm. The examination included the company's controls related to security monitoring, change management, service delivery, support services, backup and environmental controls, logical and physical access.
Scalable for future growth
Our on-demand CRM solution is designed to grow as needed. We will continuously work with larger firms to create a solution that can quickly and reliably import and backup your data as its volume increases.