You may have tens, hundreds or even thousands of independent representatives accessing your firm’s sensitive data every minute of every day, and they access the data through their own devices that your firm does not own or control. Meanwhile, FINRA, SEC, and state regulators expect you to track, report, and control access for every device in use across your enterprise.

Let us give you perfect clarity on what’s happening with your firm’s data across all the devices used by your reps.

You’re a 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 operated within a secure environment.

Let us help you navigate all the regulatory nuances. You take care of what matters most to your business – your clients..

You’re an insurance company and staying cyber-safe is critical. Regulators insist that you have responsibility for your customers’ personally identifiable information (PII), even when it is in the hands of your independent agents.

Let us help you create a secure perimeter around all your data – so you can mitigate future breaches, fines and damage to your reputation.