Revalize | Trust Center
Revalize Trust Center
At Revalize, we are powering greater outcomes for businesses who design, model, develop, and sell with a portfolio of industry-leading CAD, PLM, and CPQ solutions.
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Compliance

Our global compliance programs, certifications, and systems across Revalize and our brands

SOC 2 Type 2

Covering Revalize, Inc., including Attainia, Configure One, FPX, Intelliquip, Sofon, and SpecPage

ISO 27001

Covering SpecPage sro, including SpecPage products

ISO 27001

Covering Sofon B.V., including Sofon products and services

GDPR

Covering all Revalize operations, services, and systems globally

Monitoring

Continuously monitored by Secureframe

Live monitoring of our compliance with internal Trust and Security principles and controls

Resources

Reports, documentation, and requestable files covering Revalize Trust and Security practices

SOC2 Type 2 Confirmation of Engagement Letter

For the engagement to report covering September 1, 2024 to August 31, 2025

SOC 2 Type 2 Bridge Letter

Bridge letter covering the period from September 2024 and June 2025.

2024 - SOC 2 Type 2

Report for Revalize, Inc., including Attainia, Configure One, FPX, Intelliquip, Sofon, and SpecPage

Sofon ISO 27001:2022

Report for Sofon B.V.

SpecPage ISO 27001:2022

Report for Specpage s.r.o.

Revalize Policy Documents

A sampling of the most pertinent Revalize security, compliance, and policy documents used in our internal control system Updated: July 2025

All Liability Insurance Policies

This binder contains a description of the general liability, cyber liability, and breach coverage secured by Revalize and all of our subsidiaries.

2023 - SOC 2 Type 1

Report for Revalize, Inc., including Attainia, Configure One, FPX, Intelliquip, Sofon, and SpecPage

Monitoring

Change Management

Change Management Policy
A Change Management Policy governs the documenting, tracking, testing, and approving of system, network, security, and infrastructure changes.
Configuration and Asset Management Policy
A Configuration and Asset Management Policy governs configurations for new sensitive systems
Segregation of Environments
Development, staging, and production environments are segregated.

Availability

Testing the Business Continuity and Disaster Recovery Plan
The Business Continuity and Disaster Recovery Plan is periodically tested via tabletop exercises or equivalents. When necessary, Management makes changes to the Business Continuity and Disaster Recovery Plan based on the test results.
Backup Restoration Testing
Backed-up data is restored to a non-production environment at least annually to validate the integrity of backups.

Organizational Management

Cybersecurity Insurance
Cybersecurity insurance has been procured to help minimize the financial impact of cybersecurity loss events.
Performance Review Policy
A Performance Review Policy provides personnel context and transparency into their performance and career development processes.
Acceptable Use Policy
An Acceptable Use Policy defines standards for appropriate and secure use of company hardware and electronic systems including storage media, communication tools and internet access.
Internal Control Policy
An Internal Control Policy identifies how a system of controls should be maintained to safeguard assets, promote operational efficiency, and encourage adherence to prescribed managerial policies.
Performance Reviews
Internal personnel are evaluated via a formal performance review at least annually
Independent Advisor
The board of directors or equivalent entity function includes senior management and external advisors, who are independent from the company's operations. An information security team has also been established to govern cybersecurity.
Code of Conduct
A Code of Conduct outlines ethical expectations, behavior standards, and ramifications of noncompliance.
Information Security Program Review
Management is responsible for the design, implementation, and management of the organization’s security policies and procedures. The policies and procedures are reviewed by management at least annually.
Information Security Policy
An Information Security Policy establishes the security requirements for maintaining the security, confidentiality, integrity, and availability of applications, systems, infrastructure, and data.
Organizational Chart
Management maintains a formal organizational chart to clearly identify positions of authority and the lines of communication, and publishes the organizational chart to internal personnel.

Confidentiality

Data Classification Policy
A Data Classification Policy details the security and handling protocols for sensitive data.
Data Retention and Disposal Policy
A Data Retention and Disposal Policy specifies how customer data is to be retained and disposed of based on compliance requirements and contractual obligations.

Vulnerability Management

Vulnerability and Patch Management Policy
A Vulnerability Management and Patch Management Policy outlines the processes to efficiently respond to identified vulnerabilities.

Incident Response

Incident Response Plan
An Incident Response Plan outlines the process of identifying, prioritizing, communicating, assigning and tracking confirmed incidents through to resolution.
Incident Response Plan Testing
The Incident Response Plan is periodically tested via tabletop exercises or equivalents. When necessary, Management makes changes to the Incident Response Plan based on the test results.

Risk Assessment

Risk Register
A risk register is maintained, which records the risk mitigation strategies for identified risks, and the development or modification of controls consistent with the risk mitigation strategy.
Risk Assessment and Treatment Policy
A Risk Assessment and Treatment Policy governs the process for conducting risk assessments to account for threats, vulnerabilities, likelihood, and impact with respect to assets, team members, customers, vendors, suppliers, and partners. Risk tolerance and strategies are also defined in the policy.
Vendor Risk Management Policy
A Vendor Risk Management Policy defines a framework for the onboarding and management of the vendor relationship lifecycle.

Network Security

Endpoint Security
Company endpoints are managed and configured with a strong password policy, anti-virus, and hard drive encryption
Network Security Policy
A Network Security Policy identifies the requirements for protecting information and systems within and across networks.

Access Security

Encryption and Key Management Policy
An Encryption and Key Management Policy supports the secure encryption and decryption of app secrets, and governs the use of cryptographic controls.
Access Control and Termination Policy
An Access Control and Termination Policy governs authentication and access to applicable systems, data, and networks.
Unique Access IDs
Personnel are assigned unique IDs to access sensitive systems, networks, and information