Solution introduction
Elevate your firm’s cybersecurity
As gatekeepers to valuable client data, wealth management firms are attractive targets for cyberattacks, breaches and audits. With Practifi Protect, you’ll get an additional layer of security to guard your data and meet cybersecurity regulations
Comprehensive coverage
Practifi Protect gives you comprehensive protection so your firm can protect client data, improve oversight and proactively prepare for audits as you continue to scale.
Protect client data
Protect sensitive client data with the highest level of security available. Encrypt data at rest across all your Practifi apps so personal and financial data can’t be accessed by unauthorized users.
Improve oversight
Monitor platform use so you know who is accessing Practifi and from where. Detailed event monitoring reports display logins, IP addresses and downloads to help identify suspicious behavior in real-time.
Prepare for audits proactively
Proactively prepare for audits with the right monitoring tools in place. Use event logs and field audit history to review employee activity prior to their departure.
