PS Advisory

PS Advisory is a consulting company that develops Salesforce.com software for insurance brokers and carriers to implement and customize. In practice that means collecting evidence and tracking controls for frameworks like SOC 2 or HIPAA.

The natural audience is companies that sell to larger customers. They also list Consulting and Insurance, so expect those to show up in the feature set. They are a very small team, 1 to 10 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

PS Advisory is based in Hunt Valley, Maryland. More on psadvisory.com.

Our checklist for this category: frameworks covered, auditor network, and integrations. A short pilot with your real data tells you more than any demo.

If you have worked with PS Advisory, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.