Security & Privacy

 

Data security is as important as financial security.

Protecting your sensitive information is at the very core of our company.

 

 
 
 

1. Insurance

  • Errors & Omissions Insurance
  • Cybersecurity & Data Breach Insurance
  • Employee Fraud & Theft Insurance
 

2. Technology

  • All applications require multi-factor authentication*
  • Applications behind secure SSO infrastructure*
  • Advanced firewalls, IPS, DDOS, malware, etc. protection
  • Data loss prevention, encryption & anti virus 
  • Paperless processes

3. Policies & Processes

  • Comprehensive IT Security, Cyber-threat & Disaster
  • Recovery / Business Continuity program
  • All providers evaluated annually vs GLBA Vendor Management requirements
  • Clean desk & secure office policies

4. People

  • Background screens conducted prior to start 
  • Staff regularly trained in information Security & Social Engineering
  • Everyone has ownership opportunity