We protect your clients' assets and your firm's reputation by ensuring robust security, regulatory compliance, and absolute uptime.
Get a Free ConsultationIn financial services, client trust is everything. Our AdvisorShield plan is engineered to provide the highest levels of security and compliance, ensuring your technology meets stringent industry standards and safeguards your clients' sensitive data.
We provide priority technical support, understanding that even minor downtime can impact trades and client trust. Our goal is to resolve issues quickly so you can focus on managing your clients' assets.
Benefit for you: Maximizes firm productivity and ensures technology is an asset, not a liability.
Your workstations are the gateway to client portfolios. We deploy next-generation security to actively hunt for financial malware and ransomware, isolating a compromised machine before it can cause a breach.
Benefit for you: Provides proactive protection for sensitive financial data, safeguarding your firm's reputation and client trust.
We provide a robust, encrypted, and automated cloud backup solution to ensure that critical client portfolios, financial plans, and historical data are securely backed up and quickly recoverable.
Benefit for you: Guarantees the integrity and availability of your irreplaceable data, protecting you from loss that could have severe financial and legal consequences.
We configure email encryption to securely exchange documents with clients and implement a compliant email archiving policy to help you meet strict FINRA and SEC data retention rules.
Benefit for you: Simplifies your compliance burden and protects sensitive client communications from interception.
The financial sector is the #1 target for phishing attacks. We provide specialized training to help your staff identify and avoid attacks related to wire transfer fraud and credential theft.
Benefit for you: Dramatically reduces the risk of a costly breach caused by human error and demonstrates your firm's commitment to security.
We serve as the expert first point of contact for your core financial planning and portfolio management software (e.g., Orion, eMoney, Schwab PortfolioCenter). We manage support tickets with vendors on your behalf.
Benefit for you: Saves valuable time and frustration, allowing your team to remain focused on client service and financial analysis.