Finance
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Storing Sensitive Data in SaaS Platforms
- March 8, 2021
- Posted by: Pat Riot
- Categories: CyberSecurity, Finance, Managed IT
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During an ordinary day, how much vital client information do you store outside of your custodial platform? Perhaps in OneDrive, your phone, email, or perhaps on an external hard drive sitting on your desk? That data is NOT protected by your custodial platform and if audited, will be found as a finding.
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Interview with CEO, Jason Ford, talking about technology in Finance
- February 18, 2021
- Posted by: Pat Riot
- Categories: CyberSecurity, Finance
Our CEO, Jason Ford, was interviewed today to get his thoughts on how information security and managing IT impacts the Finance sector and more specifically Wealth Advisors.
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Finance Firms: Outsourced Technology and Security
- December 23, 2020
- Posted by: sppadmin
- Categories: CyberSecurity, Finance
Creating an in-house IT team is certainly an option but it is not a cost effective way for small businesses to manage their tech, let alone focus on Information Security.
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Private Wealth Advisors – Building Client Trust
- December 15, 2020
- Posted by: Pat Riot
- Categories: CPA, Finance, Private Wealth, RIA
As you focus on your client’s requests during this busy time of year, it is certainly different than how you processed them 12 months ago. Building trust with your client’s wealth is the most important focus.
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Investment Advisors: Are you prepared?
- December 15, 2020
- Posted by: Pat Riot
- Categories: Finance, Private Wealth, RIA
Are you prepared for all of the changes that happened this year in how you communicate with clients, employees, and auditors?
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Business Owner or Hacker.. Who has the better job?
- December 11, 2020
- Posted by: Pat Riot
- Categories: CyberSecurity, Finance
As a buiness owner or indepenant, you have to make choices on what you focus resources on. Technology and information security operations are key to your buiness functioning day to day.
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Focus Energy on Growing, not Technology
- December 11, 2020
- Posted by: Pat Riot
- Categories: CyberSecurity, Finance
Managing devices, information security, and compliance operations for anyone can be difficult to do when trying to balance growing the business. Make it an easy button.
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Finance Firms and Information Security
- December 11, 2020
- Posted by: Pat Riot
- Categories: CPA, CyberSecurity, Finance, Private Wealth, RIA
Leveraging compliance maturity frameworks gives finance firms an easy button to run their technology and information security operations with data privacy in mind.
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Finovate West Digital Summit
- December 11, 2020
- Posted by: Pat Riot
- Categories: CyberSecurity, Finance
Attending Finovate conferences are always a great view into what is happening in fintech/finserv and Finovate West 2020 is no different. Here are our thoughts on the conference.
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Build Trust with Information Security for Private Wealth Advisors
- December 2, 2020
- Posted by: Pat Riot
- Categories: Finance, Private Wealth, RIA
Simplify Information Security and Compliance for private wealth, registered investment advisors, and independent brokers. This greatly improves trust with your clients.