The industry’s leading
cloud security and compliance
platform. PeriodSmiley face


Workplace delivers an industry-leading cloud security and compliance platform for some of the country’s most successful enterprises and their independent agents, reps and advisors.

Our product suite

Workplace Frontline

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


Broker Dealers & Insurance Companies

Workplace Frontline includes:

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

Workplace Stronghold

Workplace Stronghold creates a cutting-edge security perimeter designed to protect your firm’s data.


BDs, Insurance Companies & RIAs

Workplace Stronghold includes everything in Frontline — plus:

  • Launch-Point for All Your Apps & Data
  • Secure Identity Management
  • Secure Browser, built for the Industry
  • Multi-Factor Authentication
  • Compliance-Ready File System

Workplace Select

Workplace Select is an all-in-one cloud security, compliance and productivity solution for advisory firms.


Registered Investment Advisory Firms (RIAs)

Workplace Select includes everything in Stronghold — plus:

  • Remote Application Delivery
  • Managed Private Cloud
  • Single Sign-On and Password Management

How we built Workplace

Purposely crafted with the future in mind, our suite of products is designed to evolve and keep pace with tightening regulations and ever-increasing cyber threats.


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.


We work alongside our customers every day to help them meet their organization’s security and compliance requirements, along with FINRA, SEC and state regulations. Our commitment to continuously invest ensures that Workplace customers are prepared for tomorrow’s mandates.


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.

Contact Us

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