Completely Focused on Independent Financial Professionals and Firms
For financial and non-financial events as well as paper and electronic fraud. Protect, and if needed, restore your business, employees, and clients from damage due to fraud, identity theft, phishing schemes or other types criminal activity. Optional Cyber/Data Insurance provides financial renumeration for various losses and expenses.
Full breach management, network and email testing, response plans, policies, and procedures to keep a business operating even in the worst of situations. Current threat awareness, employee education. Build and restore public confidence, reduce risk and avoid unnecessary costs.
Customized Information Governance Policies and Procedures. State and Federal incident reporting included. Have answers and be prepared for Regulatory Inspections. Always compliant with FINRA/SEC guidance related to Business Continuity, Data Protection, Cyber Fraud, and whatever comes next.
Subscription based. Proprietary business web surveillance 24/7 for key business identifiers. Employee and client. Trained and certified professional recovery advocates.