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Managed Security

We’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance

Managed Infrastructure

We’re here to manage your firm’s IT activity, safeguarding the integrity of your infrastructure and devices, so you don’t have to

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Cybersecurity
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Managed Security

We’ll manage your cybersecurity policies and protocols to keep your firm secure and in compliance

Zero Trust

Security that ensures everyone granted access is who they claim to be

Awareness Training & Testing

Educate and train your most important last line of defense – your people

End Device Protection

Protection where people and their machines intersect

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Secure access to your data. Reduce the risk of compromise, prevent cyberthreats.

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A different approach to protecting emails

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Secure single sign-on access for a connected world

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Keep everyone on the same page. Any user, every device.

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Tax & Accounting

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Written information Security Plan (WISP)

Get started on a robust security plan with a WISP for your business

Awareness Training & Testing

Educate and train your most important last line of defense — your people.

Virtual CISO

Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource

Contact us to learn more about how we keep your business safe and in compliance
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Cyber fraud is on the rise, with high net worth individuals natural targets due to their wealth and the level of exposure that attracts. More so than other, high net worth individuals have broader circles of “Associated Persons” e.g., financial advisors, accountants, lawyers, etc. to whom they transmit financial information over emails and other communication channels. While Associated Persons don’t have direct responsibility for their client’s cyber protection, sharing best cyber practices with your clients is at best assisting with your fiduciary obligations and at a minimum, demonstrating your interest in helping to protect their identity and confidential information.

You may wish to share these five tips with your clients to help them keep safe:

1. Enlighten clients on the impact of sharing on Social channels.

Social media has provided a platform to share personal information with nearly no limits. Over exposing personal infomration enables criminals to keep track of activities which can be used to perpetrate fraud or create profiles that mimic a clients’ persona.

2. Advise clients to consider layered controls. You may not be able to influence how frequently your clients change passwords or other basic safeguards, but providing common sense tactics might resonate well. Examples of layered protection may include encouraging clients to only use a designated home-based computer for logging into financial sites. Another example is creating a throw-away email account for one-off online interactions to reduce SPAM (and phishing attempts) in a primary account. Or paying for online transactions with a low limit credit card only vs. a debit card, can also reduce liability. Encouraging these types of actions can raise awareness and provide a layered approach to being cyber safe.

3. Guard home network connections. Phones, PCs, and even appliances are susceptible to cyber crimes. Networks like Bluetooth and WI-Fi are common and especially vulnerable. Securing networks with passwords only is not enough; it is advisable to encrypt them with firewalls and also make them undiscoverable.

4. Avoid public WI-Fi networks for sensitive data transmittal. Unencrypted networks allow hackers unrestricted access to any unsecured devices. Everything you do can be tracked, and passwords, as well as credit card and financial details, may be easily stolen. Resist the need to check bank balances until back on a secure network or VPN.

5. Recognize children are most vulnerable. Monitoring and restricting their social media use, limiting what they post online as well as having a good understanding of the applications used in the household are necessary steps to curb these concerns.

It’s important for your clients to recognize that as technology continues to evolve, so does cybercrime. Most fraud is aggravated by the use of poorly secured networks and poor human awareness and lack of proper decision making.

INSIGHTS
What We’re Saying
Dec 12th, 2024
Protect Your Firm’s Future: E-Guide on Cybersecurity and Managed IT for RIAs
Cybersecurity and managed IT are no longer optional — they’re critical to the stability and success of Registered Investment Advisors (RIAs). Our latest e-guide offers
Dec 12th, 2024
Year-End Housekeeping for Accountants
Think your firm is safe from cyber threats? Think again. As we approach the year-end, cybercriminals are ramping up their attacks on firms just like
Nov 20th, 2024
Tax Season Readiness: Implementing the Security Six for CPA Firms
As tax season approaches, safeguarding sensitive client information should be a top priority for every CPA firm. The IRS recommends the Security 6, a set
Nov 19th, 2024
How CPA Firms Can Prepare for the Busy Tax Season
Tax season is always a hectic time for CPA firms, with tight deadlines, heavy workloads and strict compliance rules. To make this year smoother, focus
Nov 12th, 2024
Navigating the IRS WISP and Global Cybersecurity
Cybersecurity can feel overwhelming, especially with the growing number of regulations like the IRS Written Information Security Plan (WISP). But don’t worry—you’re not alone. Join
Nov 11th, 2024
Cybersecurity for RIAs: Navigating a Shifting Landscape Unaffected by Election Outcomes
Cybersecurity is one of the few regulatory areas that enjoys bipartisan support, which highlights just how essential it is for registered investment advisors (RIAs) to
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