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Practifi Protect

Practifi Protect

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Elevate your firm’s cybersecurity

As gatekeepers to valuable client data, wealth management firms are attractive targets for cyberattacks, breaches and audits. With Practifi Protect, you’ll get an additional layer of security to guard your data and meet cybersecurity regulations.

Comprehensive coverage

Practifi Protect gives you comprehensive protection so your firm can protect client data, improve oversight and proactively prepare for audits as you continue to scale.

Protect client data

Protect sensitive client data with the highest level of security available. Encrypt data at rest across all your Practifi apps so personal and financial data can’t be accessed by unauthorized users.

Improve oversight

Monitor platform use so you know who is accessing Practifi and from where. Detailed event monitoring reports display logins, IP addresses and downloads to help identify suspicious behavior in real-time.

Prepare for audits proactively

Proactively prepare for audits with the right monitoring tools in place. Use event logs and field audit history to review employee activity prior to their departure.

An additional layer of security

Practifi Protect provides enterprise-grade data encryption, event monitoring and field audit history to guard your client data and elevate your firm’s cybersecurity plan.

Data Encryption

Natively encrypt PII data at rest across all your Practifi apps. Maintain full control over encryption keys and set data permissions.

Event Monitoring

Prevent malicious activity in real-time. Use reports to track over 40 different usage activities within Practifi.

Field Audit History

Monitor the state of your data from any date, at any time. See when field data was changed and by who.

Watch our overview and demo to see Practifi Protect in action.
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Hear from our client: Mercer

“The Practifi Sandbox environments form a critical part of our delivery cycle because we have the ability to test and refine enhancements prior to releasing updates into our production environment, ultimately resulting in seamless roll-outs and increased product adoption. These environments also enable us to conduct training and prepare training materials ahead of any changes, ensuring a smooth delivery of product upgrades to our users.”

Narelle Howard
CRM Leader // Mercer

Want to learn more?

Practifi Protect is available to new and existing Practifi users. If you’d like to learn more, get in touch with your CSM or grab some time with a member of our team today.

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