Workplace by OS33 is a proud participant in FINRA’s Preferred Pricing Program.



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

Our Product Suite

Here to Help

Workplace Here to Help Program provides device and security check software to FINRA regulated advisors, for free.


Financial Advisors

Here to Help Program includes:

  • Security Checks
  • Device Remediation: Automatic, self and support-based device remediation

Workplace Frontline

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


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

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


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

How we built Workplace

Purposely crafted for FINRA regulated firms and 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

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.