Industries
Financial Advisors
Advisory firms are built on trust, and that means protecting client information is critical. As more firms adopt cloud platforms to boost productivity and client service, the need for robust data security is more important than ever before.
At Evisent, we understand the unique pressures of financial advice. We help firms secure sensitive data, simplify compliance, and optimise workflows through smart technology. Our team works with industry platforms including Xplan, Class, BGL, and Simple Fund 360 to keep your systems efficient, integrated, and secure.
Please take a few moments to listen to a testimonial from one of our valued clients.
We also have a short case study which provides an overview of how we assisted another firm, much of which will likely resonate with you and your business:
Our philosophy is based on proactivity – identify and understand your exposures, then address them before your data is compromised. Prevention is always better than a cure.
We are currently offering an obligation-free assessment of your current system security. This is how it works:
We will conduct a detailed assessment of your business-critical systems, network configuration, and associated devices.
Compile our findings in to a comprehensible and clear report that is easy to understand.
Provide recommendations to increase data security, in conjunction with reconfiguration options to streamline your business, improving efficiency and in turn, profitability.
