New and Improved for 2018!

How Secure is your Investment Advisory Firm?

Download The Ebook

FPA_008_COV.pngRunning an investment advisor firm is no easy task. It is fast paced, high risk and demanding. With the amount of data and private information being shared rapidly it is more important than ever to make sure your IT security systems are in place and up to date. 

Not only can the SEC come in an audit you, but data breaches and cyber attacks are on the rise - and happening to even the largest of companies like Target & Anthem. 

With a passion for helping businesses leverage technology to achieve their business goals, we have revised our popular eBook "The IT Security Primer for RIAs" to help owners and advisors understand what you need to do to secure your firm's and clients' information.

Complete the form to download your free eBook so that you can continue to ensure that IT security is a priority for your investment advisory firm.

Download our FREE eBook now and learn how to secure your firm's and clients' information.