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.
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.
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.
Natively encrypt PII data at rest across all your Practifi apps. Maintain full control over encryption keys and set data permissions.
Prevent malicious activity in real-time. Use reports to track over 40 different usage activities within Practifi.
Monitor the state of your data from any date, at any time. See when field data was changed and by who.
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.”
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.