Security and compliance made easy

Solutions for Wealth Advisors

Enable your Advisors to work from any application or device without compromising the security of your firm’s data. With Workplace, Advisors can safely access and share information with their clients and colleagues.

Packages
Workplace
Essential

Designed for firms that require a secure, cloud-based solution

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Workplace
Select

Designed for medium to large-sized firms that require a secure solution, without local support

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Workplace
Integrated

Designed for small to medium-sized firms that need a fully secured solution with local support

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