In an era where cybersecurity threats are evolving rapidly, wealth management firms must ensure that sensitive client communications remain protected. E-mail remains the primary channel for client interactions, yet traditional security measures often fall short when it comes to threats that emerge at the recipient’s end – beyond the firm’s direct control.
At RPost, we partner with leading financial firms to provide advanced email security solutions that go beyond standard encryption. Our technology ensures not only that emails are protected in transit, but also that firms have verifiable proof of delivery, awareness of risks at the recipient’s end, and automated security controls to reduce human error and compliance risks.
A wealth management leader's perspective
Here is what Holden & Partners had to say about their experience with RMail:
“At Holden and Partners, safeguarding client communication is of the utmost importance. Since implementing RMail, we have gained a reliable encryption solution that ensures all sensitive emails are protected with ease. The simplicity of the platform has made adoption seamless across our team, enabling us to secure our communications without disrupting workflows.
The additional ability to track and prove email delivery has provided an extra layer of assurance, allowing us to maintain complete transparency when it comes to important client interactions.
We are pleased to partner with RMail and would highly recommend it to others in the wealth management sector looking to prioritise security and compliance.”
This testimonial highlights two key priorities for wealth management firms: securing communications without disrupting workflows and ensuring audit-ready compliance with proof of delivery.
Why leading wealth management firms choose RMail
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End-to-end encryption without hassle
Unlike many encryption solutions that require recipients to log in or install software, RMail encryption works seamlessly in the background. Sensitive client data stays protected, and there is no friction for recipients. -
Beyond traditional e-mail security: protecting against risks at the recipient’s end
Many firms rely on inbound security solutions to filter out threats before emails arrive. However, risks do not stop there – they can emerge at the recipient’s end, where traditional security controls offer no visibility.
- Eavesdropping alerts notify senders if a recipient’s email account has been compromised, an often-overlooked security gap.
- Impostor e-mail detection flags suspicious domains that attempt to impersonate trusted contacts, reducing the risk of fraud.
These features complement existing inbound security solutions by providing visibility after an email has been delivered – helping wealth management firms prevent fraud and maintain client trust.
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AI-auto lock – automated protection for high-risk messages
With increasing regulatory requirements and the risk of human error, RMail’s AI-Auto Lock ensures that emails containing sensitive client data are automatically encrypted –without relying on manual intervention. This feature helps firms stay compliant without disrupting workflows, reducing the burden on staff. -
Seamless integration with wealth management workflows
Whether integrated into Microsoft Outlook, Gmail, or other systems, RMail operates within existing workflows – ensuring adoption is frictionless for teams.
Trusted by wealth management firms across the industry
Holden & Partners is one of many wealth management firms that have chosen RMail to protect their client communications, ensure compliance, and reduce risk – without adding complexity. In a sector where trust and transparency are key, email security must be effortless yet robust.
By providing encryption that requires no extra steps for clients, verifiable proof of email delivery, and AI-driven fraud detection, RMail ensures that firms can focus on serving their clients with confidence.
