Workplace by OS33 is a proud participant in FINRA’s

MAKERS OF
THE WORLD’S
MOST TURNKEY
SECURE UNIFIED
WORKSPACE Smiley face

MAKERS OF THE WORLD’S MOST TURNKEY SECURE UNIFIED WORKSPACESmiley face

Designed for regulated and security-minded firms, and organizations with networks of independent reps and agents.

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Freedom without Compromise

Enabling a free and flexible workforce without compromising organizational security and compliance.

SAFELY EMPOWER A REMOTE AND FLEXIBLE WORKFORCE

Enabling your people to work safely from anywhere – on any personal device – will be as easy as giving them a login.

The solution: a secure unified workspace

  • Giving companies a centralized platform for controlling and protecting sensitive applications and data.
  • Providing users with flexible any-device access to everything they need via a single company interface

Designed for regulated and security-minded firms.

Investment Advisory Firms

You’re a small or medium-size RIA firm regulated by the SEC or the State, and you’re expected to meet the same cybersecurity and data compliance regulations as the big firms. The only difference is that you don’t have the equivalent resources or a comprehensive in-house IT infrastructure to ensure all your client data and business applications are protected.

Let us help manage your firm’s IT, cybersecurity and regulatory compliance challenge.

Broker Dealers

You may have tens, hundreds or even thousands of independent reps accessing your firm’s sensitive data every day, and they access it with their own devices that your firm does not own or control. Mitigating this risk is a priority, and FINRA, SEC, and state regulators already require you to track, report, and control access for every device in use.

Let us provide visibility and control of what’s happening with your firm’s data across all the devices used by your reps.

INSURANCE COMPANIES

You’re trusted to protect customer data and assets – your longstanding reputation means everything. Regulators insist that you have responsibility for your customers’ personally identifiable information (PII), even when it is in the hands of your independent agents and employees working remote.

Let us create a secure perimeter for all work apps and data to mitigate breaches, fines and safeguard your firm’s reputation.

Accounting Firms

You’re a small or medium-size accounting firm with a team of CPAs and staff dedicated to ensuring the highest quality service standards and professionalism for your clients.  You need to strike an elusive balance: freedom and flexibility for your team to work anywhere and on their own devices without compromising on security, compliance, and full productivity for your firm.  Workplace is purpose build for you to conquer this challenge.  Your clients entrust you with their most sensitive personal and corporate information, and you are expected to have the appropriate cybersecurity and data compliance regulations as the big firms. The only difference is that you do not have the equivalent resources or a comprehensive in-house IT infrastructure to ensure that all your client data and business applications are protected.

Let us help manage your firm’s challenge.

Community Banking

You are responsible for your Community Bank or Credit Unions critical application hosting, security and data compliance requirements.  Your firm is audited by the regulators yearly and despite the relatively small size of your IT and compliance team, you’re expected to meet the same cybersecurity and data compliance regulations as the big firms. If that challenge were not enough, you are now being asked to strike an elusive balance: freedom and flexibility for your team to work anywhere and on their own devices without compromising on security, compliance, and full productivity for your firm.  Workplace is purpose built for you to conquer this challenge.

We’ve been in the business of providing mission critical application hosting and secure turnkey unified workspace technology for Community Banks and Credit Unions for nearly two decades.  In fact, one of the world’s largest fintech providers currently has many thousands of users leveraging Workplace for nearly 50 different Community Banks and Credit Unions.  Let us help manage your organization’s needs today.

Legal Firms

You are a small or medium-size legal firm with a team of lawyers and staff dedicated to ensuring the highest quality service standards and professionalism for your clients.  Your clients entrust you with their most sensitive personal and corporate information, and you are expected to have the appropriate cybersecurity and data compliance regulations as the big firms.  As if that challenge were not enough, you now need to strike an elusive balance: freedom and flexibility for your team to work anywhere and on their own devices without compromising on security, compliance, and full productivity for your firm.  Workplace is purpose built for you to conquer this challenge. People ask you what keeps you up at night; and you think about the major data breaches that have literally destroyed the reputations of clients and the firms representing them; and you wonder what you should be doing to prevent the same from happening to you.

Let us help manage this challenge for you.

Managed Service Providers

You’re a successful MSP, servicing clients for years and adapting to the ever-changing IT and business landscape. Your customers are adopting more and more SaaS applications, essentially spreading their company’s data all over the internet. Users are working anywhere and increasingly using personal devices, while cyber risks are only growing. Your customers are asking you to strike an elusive balance: freedom and flexibility for people to work anywhere — the way they are most productive — while ensuring the security, compliance and business continuity for the firm.  Help your customers enable BYOD, empower their workforces, while ensuring organizational security and compliance. Workplace uniquely positions you to differentiate from competitors, develop profitable packaged services and rapidly increase business in security and compliance driven markets. Join a community of partners committed to safely empowering people to work better, while profitably growing.

39 sec

Cyber attacks happen every 39 seconds

58%

of small businesses have been cyber attacked

72%

of companies cite data leakage as top BYOD security risk

102

Average small business uses 102 different applications

*Sources

Cyber attacks happen every 39 seconds

Source: University of Maryland

58% of small businesses have been cyber attacked

Source: Verizon 2020 Data Breach Investigations Report

72% of companies cite data leakage as top BYOD security risk

Source: BYOD and Mobile Security Report 2016

Average small business uses 102 different applications

Source: The 3 Biggest SaaS Trends in 2020 | The Blissfully Report

PROTECT SENSITIVE COMPANY APPLICATIONS & DATA

A do-anything-anywhere-anyhow approach that fails to protect sensitive company data presents increasingly unacceptable business risks including data breaches, regulatory actions, damage to brand/reputation and loss of revenue.

Leading the way

Workplace is designed to meet the regulatory and security needs of the Compliance Officers, CISOs, and CTOs. Let us help you keep pace with tightening regulations and ever-increasing cyber threats.

Regulatory compliance

We work alongside our customers every day to help them meet their organizational security and compliance requirements. Our commitment to continuously invest ensures that Workplace customers are prepared for tomorrow’s mandates.

Data
security

We establish a new type of secure perimeter around sensitive data and applications. Using advanced security technology and dynamic access control, Workplace ensures that data is only accessed by approved users, with compliant devices, operating within specific policies.

User productivity

We believe that security and compliance need not hinder productivity. Workplace is easy to adopt and uniquely introduces security and compliance controls into your advisors’ workflows.

TURNKEY PLATFORM vs. BUILD YOUR OWN

  • All of the necessary components of a secure unified workspace solution are pre-integrated under a single umbrella of control with a unified consistent user experience. There is no need to stitch together multiple point solutions.
  • With its rapid SaaS deployment, Workplace is the world’s most turnkey secure unified workspace, ready to protect sensitive company applications and data on day one.
  • Data protection and regulatory compliance built in, always. Workplace focuses on markets with regulatory-enforced data protection and privacy requirements. As regulatory requirements evolve, so does the Workplace Platform.

Over 700 Companies Use Workplace, Including 400 Financial Services Firms:

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A COMPLETE SOLUTION

SaaS Platform

Support

Services

Our Product Suite

Workplace Frontline

PROTECTION FOR

A single app or business portal.

Workplace Frontline is endpoint device compliance that acts as a gate in front of your firm’s web portal or single application.

BEST FOR

Broker dealers, insurance companies, other firms with networks of independent reps and agents.

Workplace Frontline includes:

  • Endpoint device compliance
  • Device Remediation: Automatic, self and support-based device remediation
  • Dynamic Access Control
  • Compliance Dashboard

Workplace Stronghold

PROTECTION FOR

All work SaaS apps, websites, data, including the Microsoft suite.

Workplace Stronghold is a unified workspace that creates a secure perimeter for all work apps & data.

BEST FOR

Investment advisory firms (RIAs), accountants, broker dealers, legal, insurance, other regulated industries.

Workplace Stronghold includes everything in Frontline — plus:

  • Launch-Point for All Your Apps & Data
  • Secure Identity Management
  • Secure Application Isolation
  • Multi-Factor Authentication
  • Compliance-Ready File System
  • Single Sign-On and Password Management

Workplace Stronghold Custom

PROTECTION FOR

All work SaaS apps, websites, data, remotely delivered business software and the Microsoft suite.

Workplace Stronghold Custom adds managed hosting and remote delivery of business software to meet custom requirements.

BEST FOR

Any security-minded firm with managed hosting or custom application requirements.

Includes everything in Workplace Stronghold — plus:

  • Remote Application Delivery
  • Managed Private Cloud

Contact Us

Do you have a question? Would you like to schedule a demo?
Fill out the contact form below and one of our team members will be in touch within 1 business day.

FINRA is a registered trademark of the Financial Industry Regulatory Authority, Inc.

FINRA’s Preferred Pricing Program assists firms’ compliance efforts by finding, reviewing and making third-party tools and services available to firms at discounted prices. These tools and services are provided solely as a convenience to firms. FINRA does not endorse these products and firms are not obligated to use them. Their use does not ensure compliance with FINRA rules or other regulations or laws. Firms should perform their own due diligence, including technical and financial reviews, before making any vendor decisions. FINRA does not receive compensation from companies participating in the Preferred Pricing Program.

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