As a wealth management firm, you are entrusted with people’s financial wellbeing and personal information. That’s a big responsibility to live up to and if you fail it could damage your brand and reputation. Fortunately for you, it can be simple to have the proper tools in place to help safeguard your client’s information.
Reportwa offers you not only reporting and automatic distribution software but offers your firm another level of protection be securely operating and transmitting data. With traditional email, we take for granted that no one is watching when in reality there could be a cybercriminal watching right now. Being proactive helps to eliminate current and future threats.
SOC2 Compliant
SOC2 or Service Organization Control is a compliance measurement aimed to ensure systems are setup and being used in a secure method. With Reportwa, you can rest assured that the software’s infrastructure provider you’ll be using is SOC2 compliant.
This gives a level of assurance that your client’s information is securely being stored, transmitted, and the current software is up to date.
Password Protection
Password protection is critical as cybercriminals are working around the clock to gain access to your password. With Reportwa, your password will regularly be asked to change. This is to ensure you are staying 2-steps ahead of a potential attack.
Things to keep in mind are your password should be complicated and long, typically containing more than 8 characters. Also, it should never be the same as another platform, as this gives the criminal easier access to information.
Two Factor Authentication
One password in today’s environment simply isn’t enough. With Reportwa, you will use two-factor authentication to ensure secure access to information. How it works is you will enter your password, but then be prompted to enter a second code or password that is generated from another device.
This means if a criminal did get your password, they would still need the second token to get into your accounts.
Password Protected PDF’s
Sending PDF’s is extremely common and sometimes contains sensitive information. When sending a PDF, ensuring its password protected will help fight off potential would be criminals. Reportwa makes that simple, ensuring it is a simple step in your current processes.
Encryption
Lastly, the document storage system Reportwa offers is saved in an encrypted vault, giving you high-grade protection from potential cybercriminals. No matter the document, ensuring you can safely store it is critical.
As a wealth management firm, you may find it difficult to find a software that encompasses everything you need but look no further than Reportwa. Be sure to reach out if you have any questions and you can rest assured that Reportwa will give your firm top-notch security.
For more details, visit us at www.reportwa.com. If at any point in your ReportWa journey you need help, just mail us at hello@hexaviewtech.com and we’ll get back to you within a few hours or In case you want to connect with me personally, lets connect on LinkedIn.
