Solving the Cybersecurity Riddle


The scope of confidential and personal data harvested by financial services companies and transmitted across the open internet has created a goldmine for well-organized and well-funded hacking teams. Prohibited by costs, resources and expertise, most financial advisors are simply reactionary to advanced hacking techniques, placing themselves, their client’s and their practice in great jeopardy. FINRA, and the SEC, have identified cybersecurity as a critical priority, demanding BD’s and independent RIA’s have answers to how they are keeping clients safe. A new Consortium, started by employees of United Planners, has developed and implemented a turnkey, plug-and-play secure network solution by routing sensitive client data off the public internet and onto a more secure, reliable and faster solution where all participants are known, authenticated and secure. Learn more in this white paper.