Information Security
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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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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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Low Hanging Fruit
- October 27, 2020
- Posted by: Pat Riot
- Categories: CyberSecurity, Finance, Private Wealth, RIA
Registered Investment Advisors and Private Wealth have to focus on keeping client’s trust and getting them to their financial goals. Don’t become low hanging fruit for a cyberattack.
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Proactive vs Reactive
- October 19, 2020
- Posted by: Pat Riot
- Categories: CyberSecurity, Finance, Private Wealth, RIA
Making information security for your RIA a major priority removes the first hurtle from being reactive with your client’s sensitive data.
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New Way to Manage Employees
- October 19, 2020
- Posted by: Pat Riot
- Categories: CPA, CyberSecurity, Finance, Private Wealth, RIA
RIAs are adjusting to employees working from anywhere including changing business processes. Information security is the key to keeping client trust.
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RIAs: Building Trust with Clients
- October 19, 2020
- Posted by: Pat Riot
- Categories: CyberSecurity, Private Wealth, RIA
Trust with clients is the highest priority of any RIA. Keeping that trust with clients only comes with hard work and your actions to protect their private data.
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The birth of Pat Riot..
- April 16, 2020
- Posted by: Pat Riot
- Categories: CyberSecurity, Pat Riot, Steel Patriot Partners
