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

Workplace Frontline

Your reps’ devices pose significant risks and firms are now required by regulators to provide proof of cybersecurity compliance for any device that accesses their data.

Workplace Frontline dynamically controls users’ access to your SaaS apps and data to ensure all devices adhere to your security and compliance policies.

Workplace acts as a gate in front of your

firm’s sensitive data.

Dynamic Access Control

  • Enforces your firm’s compliance policy using the industry’s most comprehensive menu of criteria and controls
  • Analyzes devices’ security and compliance status in real-time
  • Enables conditional access to your firm’s web portal or application
  • Acts as a gate to dynamically permit or deny access based on your firm’s compliance policy

Endpoint Device Compliance

  • Continuously analyzes devices’ security and compliance status in real-time
  • Examines devices’ security posture utilizing the latest scan criteria, including encryption, antivirus, physical location, operating system patches, updates, application blacklists and more
  • Designed to meet and exceed FINRA, SEC and State regulatory guidance
  • Audit-ready reporting and device forensics for all agents, reps, and advisors accessing your firm’s data

Workplace ensures your devices stay compliant
with your firm’s policies.

Device compliance status with remediation.

Device Remediation

  • Automatically fixes the most common device misconfigurations
  • Advisor-friendly self-help enabling users to resolve compliance gaps
  • White-glove escalation support, along with education and training for your support team
  • Mitigate your cybersecurity risk – drive towards 100% compliance for all agents, reps and advisors accessing your firm’s data

Compliance Dashboard

  • Full device inventory, alongside historical security and compliance posture data for each device, including encryption, antivirus, physical location, operating system patches and more
  • Specifically designed for complex hierarchical organizations with support for branch offices, OSJs and agencies
  • Administrative controls to permit or deny access for specific users and the ability to delegate oversight to OSJs, agency managers and MSPs
  • Audit-ready logging, full historical export capabilities and available SIEM integrations
  • Instant access to compliance insights with full visibility and control for all devices used by agents, reps and advisors associated with your firm

Workplace device compliance admin dashboard.

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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