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Financial Services · Secure Remote Work
Secure Remote Work for Financial Advisers & Wealth Management Teams
Enable your team to work productively from anywhere — with secure access, encrypted devices, and APRA-compliant controls that protect client data without compromising mobility.
- Unmanaged personal devices with no encryption or controls
- Unsecured WiFi networks and public internet access
- Shadow IT and unauthorised file sharing solutions
- Access control gaps and credential management challenges
Your Team. Protected Everywhere.
Security status across all work locations
In the Office
Protected
From Home
Protected
Client Site
Protected
Travelling
Protected
3–5 sec
MFA Login Overhead After Setup
Zero
Readable Data on Lost Encrypted Devices
24/7
Endpoint Threat Monitoring
APRA
Compliant Remote Access Controls
Remote Work Security Solutions
Comprehensive Security for Mobile Advisers
Every security layer your advisers need to work from anywhere — without sacrificing compliance, productivity, or client data protection.
Device Encryption & Management
Full-disk encryption for all devices with centralised mobile device management (MDM) — ensuring only compliant, encrypted devices can access company data and client information, with remote wipe on demand.
Essential Eight Aligned
Multifactor Authentication
FIDO2 and biometric authentication eliminating password vulnerabilities while maintaining seamless adviser productivity. Adds just 3–5 seconds to login once configured — and the compliance protection is immediate.
APRA CPS 234
Conditional Access Policies
Intelligent risk-based access controls that require additional verification for sensitive activities, unusual locations, or high-risk sign-in patterns — without interrupting normal adviser workflows.
Zero Trust
Secure VPN & Zero Trust Architecture
Enterprise-grade VPN verifying device security and identity before granting access — regardless of network location. Specifically configured for Xplan and IRESS remote access with vendor best-practice security controls.
Xplan & IRESS Ready
Secure Cloud Collaboration
Microsoft Teams and SharePoint deployed to replace insecure file sharing, personal email, and shadow IT — with encrypted, auditable, and compliant collaboration tools your advisers will actually use.
Microsoft 365
24/7 Endpoint Monitoring
Continuous threat detection, real-time alerting, and automated response protecting every device and data connection around the clock — with documented incident records aligned to APRA CPS 234 requirements.
24/7 Protection
We Support
Remote Work Security for Financial Services Teams
Whether your team is spread across locations or balancing office and client-site work, we configure secure remote access to fit how your advisers actually work.
Mobile Advisory Teams
Multi-location adviser networks requiring secure access to client data, Xplan, IRESS, and collaboration systems from the field — with full APRA-compliant controls regardless of where they connect.
Multi-Office Practices
Distributed practices across multiple locations requiring consistent security policies, unified access controls, and centralised visibility — so every office operates to the same compliance standard.
Hybrid Support Staff
Operations, compliance, and support staff balancing office time with remote work — with flexible, secure access policies that protect client information whether they're at the desk or working from home.
Implementation Approach
Secure Remote Work Deployment
Our phased approach ensures smooth rollout with minimal disruption and maximum adviser adoption — from initial assessment through to ongoing monitoring.
1
Assess
Evaluate current device inventory, network infrastructure, access patterns, and compliance requirements across your advisory teams to establish a clear baseline.2
Design
Architect a remote work security solution tailored to your adviser workflows, platform requirements (Xplan, IRESS), and APRA regulatory obligations.3
Deploy
Phased rollout of encryption, MFA, VPN, and collaboration tools — starting with a pilot group before firm-wide implementation to catch issues early.4
Monitor
24/7 threat monitoring, adviser support, and continuous optimisation — ensuring your remote work environment stays secure, productive, and compliant as your team grows.
Common Questions
Frequently Asked Questions
How can we secure devices without slowing down our advisers?
Modern security solutions are built for performance. Device encryption runs in the background using hardware acceleration. MFA adds just 3–5 seconds to login once configured. VPN uses optimised protocols with minimal latency. We configure intelligent caching, local data access, and offline modes so advisers stay productive even during connectivity gaps. Most advisers notice no performance difference after the first week of adjustment.
Can we support personal BYOD devices securely?
Yes, with proper controls. We implement mobile device management that separates work and personal data on BYOD devices, requiring encryption, MFA, and security compliance. Advisers maintain personal privacy while your firm ensures data protection. We can enforce remote wipe of the work partition if devices are lost or staff leave — without touching personal data. Clear policies define acceptable devices, supported platforms, and security requirements for BYOD enrolment.
What happens if an adviser loses a laptop or has it stolen?
With full-disk encryption, lost devices remain secure even in malicious hands — drives are unreadable without the encryption key. MDM allows remote wipe of lost devices, and network access is immediately revoked. We maintain location tracking on managed devices enabling recovery attempts before loss becomes critical. The adviser reports the loss, we revoke credentials and monitor for any unauthorised access attempts within minutes.
How do advisers securely access Xplan and IRESS remotely?
We deploy secure VPN with zero-trust architecture and MFA, ensuring only compliant devices can establish connections to Xplan and IRESS. Many firms also implement application streaming that encrypts data in transit and keeps client data server-side. Conditional access policies enforce additional verification for sensitive operations like portfolio changes or client data exports. We coordinate directly with Xplan and IRESS vendors on security best practices specific to their platforms.
What compliance obligations apply to remote advisers?
ASIC requires advisers to maintain secure access controls regardless of work location. AFS Licensee compliance expectations include encryption for data in transit, MFA for system access, and secure network connectivity. The Privacy Act requires protection of client personal information at all times, including when accessed remotely. We implement controls meeting these standards and produce documentation for regulatory review. Regular audits verify ongoing compliance across all remote locations and devices.
How do we onboard new remote staff securely from day one?
New remote staff receive a fully encrypted, pre-configured device on day one with all security software already deployed. MFA is enrolled immediately with backup authentication methods configured. Network access provisioning follows role-based policies so they only access what their role requires. We provide onboarding guides covering secure connectivity, password management, and incident reporting — and first-week support helps advisers adapt to security requirements before they're managing client relationships independently.
Ready to Enable Secure Remote Work?
Protect Your Advisers & Client Data Everywhere
Enable your team to work securely from anywhere — with comprehensive device security, access controls, and 24/7 monitoring. No compromise on mobility. No compromise on compliance.