Workplace enables you to manage and control your data, applications and devices so that your advisors and reps can work securely. 

Few industries are like financial services when it comes to strict regulatory oversight and security needs. But locking down the technology environment isn’t the answer. We built Workplace to empower wealth managers without compromising security, control and compliance. Workplace is the leading SaaS platform for compliance and productivity enablement for the wealth management industry. We provide an ultra-secure cloud-based hub that reduces the risk of cyber threats while enabling firms to be fully compliant and productive.