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Secure Remote Work for Financial Advisers & Wealth Management Teams
Enable your team to work productively from anywhere with secure access everywhere and comprehensive device security 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 unauthorized file sharing solutions
- Access control gaps and credential management challenges
Remote Work Security Solutions
Comprehensive Security for Mobile Advisers
Device Encryption & Management
Full-disk encryption for all devices with centralized mobile device management ensuring only compliant devices access company data.
Multifactor Authentication
FIDO2 and biometric authentication eliminating password vulnerabilities while maintaining seamless adviser productivity and login convenience.
Conditional Access Policies
Intelligent risk-based access controls requiring additional verification for sensitive activities, unusual locations, or high-risk scenarios.
Secure VPN & Zero Trust
Enterprise-grade VPN with zero-trust architecture verifying device security before granting access, regardless of network location.
Cloud-Based Collaboration
Microsoft Teams and SharePoint deployment replacing insecure file sharing with encrypted, auditable, and compliant collaboration tools.
24/7 Endpoint Monitoring
Continuous threat detection, real-time alerting, and automated response capabilities protecting devices and client data around the clock.
Implementation Approach
Secure Remote Work Deployment
Our phased approach ensures smooth rollout of remote access security with minimal disruption and maximum adviser adoption.
1
Assess
Evaluate current device inventory, network infrastructure, access patterns, and compliance requirements across your advisory teams.
2
Design
Architect remote work security solution tailored to adviser workflows, platform requirements, and regulatory obligations.
3
Deploy
Phased rollout of encryption, MFA, VPN, and collaboration tools with pilot groups before firm-wide implementation.
4
Monitor
24/7 threat monitoring, adviser support, and continuous optimization ensuring secure, productive remote work environments.
We Support
Remote Work Security for Financial Services Teams
Mobile Advisory Teams
Multi-location adviser networks requiring secure access to client data, platform tools, and collaboration systems from the field.
Multi-Office Practices
Distributed practices across multiple physical locations requiring consistent security policies and unified access controls.
Hybrid Support Staff
Operations, compliance, and support staff balancing office time with remote work requiring flexible, secure access policies.
Frequently Asked Questions
How can we secure devices without slowing down our advisers?
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Modern security solutions are designed for performance. Device encryption runs in the background using hardware acceleration; MFA adds 3-5 seconds to login once set up; VPN uses optimized protocols with minimal latency. We configure intelligent caching, local data access, and offline modes so advisers remain productive even during connectivity issues. Most advisers notice no performance degradation after the first week of adaptation.
Can we support personal BYOD devices securely?
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Yes, with proper controls. We implement mobile device management (MDM) that separates work and personal data on BYOD devices, requiring encryption, MFA, and security compliance. Advisers maintain privacy while your firm ensures data protection. We can enforce wipe-on-demand if devices are lost or staff leave. Clear policies should define acceptable devices, supported platforms, and security requirements for BYOD enrollment.
What happens if an adviser loses or has a laptop stolen?
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With full-disk encryption, lost devices remain secure even in malicious hands – drives are unreadable without encryption keys. MDM allows remote wipe of lost devices, and network access is immediately revoked. We maintain location tracking on managed devices enabling recovery before loss becomes critical. Advisers should report loss immediately so we can revoke credentials and monitor for unauthorized access attempts.
How do advisers securely access Xplan and IRESS remotely?
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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 remote desktop or application streaming services encrypting data in transit. Conditional access policies can enforce additional verification for sensitive operations like portfolio changes or client data export. We coordinate with Xplan/IRESS vendors on security best practices specific to their platforms.
What compliance obligations apply to remote advisers?
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ASIC requires advisers to maintain secure access controls regardless of work location. AFS Licensee compliance expectations include encryption for data in transit, MFA for access, and secure network connectivity. Privacy Act requires protection of personal information of staff and clients. We implement controls meeting these standards and document compliance for regulatory review. Regular security audits verify ongoing compliance across all remote locations and devices.
How do we onboard remote staff to new offices securely?
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New remote staff should receive fully encrypted, pre-configured devices on day one with all security software deployed. MFA should be enrolled immediately with backup authentication methods configured. Network access provisioning should follow role-based policies. We provide new adviser onboarding guides covering secure connectivity, password management, and incident reporting. First-week support helps advisers adapt to security requirements before managing client relationships.
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 monitoring—without compromising mobility or productivity.
Talk to Tom Buckley
About protecting your advisers and client data — no matter where your team works.