EMBRACE and Leverage the benefits of SaaS while remaining secure and compliant. 

SaaSWhitepapertile.pngIf your firm is like most modern wealth management firms, you use a variety of business and financial software packages, many of them “in the cloud.” 

Unfortunately, security controls vary significantly from one SaaS provider to the next.  

Therefore, you need to make certain the providers you share your client data with have invested in state-of-the-art security measures. All it takes is one cyber breach with the vendor directly or a company the vendor contracts with to put your firm at risk.

Read our white paper to learn what to look for when selecting SaaS vendors, as well as additional security measures you should implement to protect your firm.

Download the Whitepaper Here