From£4
Email security
Filters impersonation, look-alike domains and fake payment instructions out of your mailboxes before your team sees them.
Per user, per month, excluding VAT.
More detailsManaged cyber security for financial advice firms. Protect client investments and personal data, keep platform logins safe, and meet what the FCA, your network and your insurer expect.
A financial advice firm holds a detailed picture of every client's finances: savings, pensions, investments, income and often health details for protection cover. It also holds the logins to the platforms where that money is invested and moved.
That makes advisers a target for criminals who want either the data or the money itself. An attacker who gets into an adviser's mailbox can watch a pension transfer or a withdrawal being arranged, then step in with "updated" bank details, from an address the client already trusts.
A criminal in a mailbox, at your firm or the client's, changes the bank details for a withdrawal, a pension transfer or an investment, just before the money moves.
Passwords for investment platforms, back-office systems and provider portals give direct access to client records and, in the wrong hands, to instructions on their accounts.
Financial details, identity documents and health information for protection advice. A breach is valuable to fraudsters and may need reporting to the ICO, and possibly to the FCA.
Fake emails and look-alike domains using your firm's name to persuade clients to move money or hand over details.
Filters impersonation, look-alike domains and fake payment instructions out of your mailboxes before your team sees them.
Per user, per month, excluding VAT.
More detailsSpots stolen passwords and suspicious Microsoft 365 sign-ins, the usual first step before a redirected payment.
Per user, per month, excluding VAT.
More detailsA 24/7 team watching your devices and systems, including evenings and weekends, and stepping in to contain an attack.
Per user, per month, excluding VAT.
More detailsPractice phishing emails and short training, so advisers and paraplanners spot the real thing.
Per user, per month, excluding VAT.
More detailsEncrypts laptops taken to client meetings, so a lost one is an inconvenience, not a reportable breach.
Per user, per month, excluding VAT.
More detailsIf a mailbox is compromised, we lock the attacker out, find out what they saw and help you contact the right people quickly.
More detailsA typical small advice firm has between 5 and 30 people, an IT provider or back-office software supplier for day-to-day support, and nobody whose job is security. That's the gap we fill.
We start with a conversation about how your firm works: where client files live, which platforms your team logs into, how money moves, and what your network and insurer ask for. Then we recommend the protection that fits, with prices up front. Everything runs from one platform with one monthly invoice, and you can add to it as you grow.
Tell us a little about your business and we'll recommend the controls that will work best for you, with no obligation and no jargon.
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Our experts spent 20 years at Sophos and include a certified ethical hacker.
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