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.

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.

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.

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.

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.

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.

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.