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A mobile device management platform for financial advisors that provides threat management, identity and access management, and data protection. Features include secure containers for financial apps, document encryption, jailbreak/root detection, secure browser for client portals, and compliance reporting for financial regulations.
Tablets and smartphones with enhanced security features allowing advisors to access client information and financial planning tools while meeting with clients outside the office.
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Multi-Factor Authentication (MFA)
Requires users to provide multiple forms of identification before granting access.
Yes - has this feature
IBM MaaS360 supports multiple forms of authentication, including multi-factor authentication options.
Biometric Authentication
Supports authentication via fingerprint, facial recognition, or iris scanning.
Yes - has this feature
Biometric authentication is available through IBM MaaS360 app policies and OS-level enforcement.
Single Sign-On (SSO)
Allows users to use one set of login credentials across multiple related systems.
Yes - has this feature
Supports SSO through SAML, OAuth integrations, as per IBM documentation.
Role-Based Access Control (RBAC)
Grants access based on user roles, limiting exposure to sensitive features and data.
Yes - has this feature
Role-based access control is a standard feature of IBM MaaS360 for user/device management.
Time-based Access Restrictions
Restricts platform access to set periods for added security and oversight.
Yes - has this feature
Time-based access restrictions are configurable within MaaS360 policies.
Geofencing
Limits platform access to predefined geographic locations.
Yes - has this feature
Geofencing is offered for policy enforcement based on location.
Session Timeout
Automatically logs out users after a period of inactivity.
No information available
Device Registration
Allows only registered and approved devices to access sensitive information.
Yes - has this feature
Device registration and approval workflows are core to device onboarding in MaaS360.
Jailbreak/Root Detection
Detects devices with compromised operating systems and restricts access.
Yes - has this feature
Jailbreak/root detection is advertised as a core security feature.
Remote Lock/Wipe
Ability to lock or erase device data remotely if lost or stolen.
Yes - has this feature
Remote lock and wipe available if a device is lost or stolen.
Customizable Password Policies
Enforces complexity and frequency rules for password creation and updates.
Yes - has this feature
Password policy enforcement (complexity, history, frequency) is configurable.
User Activity Logging
Tracks user actions on the platform for accountability and investigation.
Yes - has this feature
User activity logging is included for device and policy actions.
Access Approval Workflow
Requires admin approval before granting user or device access.
Yes - has this feature
Access approval workflows exist for device registration and privilege escalation.
End-to-End Encryption
Encrypts data at rest and in transit between devices and servers.
Yes - has this feature
End-to-end encryption for device-server communications; relies on platform support for at-rest data.
On-Device Data Encryption
Secures stored data locally on the mobile device using encryption.
Yes - has this feature
Containerization and on-device encryption are core MaaS360 features.
Secure Backup
Backs up data securely in compliance with privacy standards.
Yes - has this feature
Secure backup is supported and aligns with industry privacy standards.
Encrypted Communications
Ensures all messaging, calls, and file transfers are encrypted.
Yes - has this feature
Encrypted communications, e.g., email and browser via secured containers/browsers.
Secure Key Management
Safeguards encryption keys with restricted access and best practices.
Yes - has this feature
Secure key management is a foundation for MaaS360's encrypted container.
Data Masking
Masks sensitive financial data displayed on screens to prevent exposure.
Yes - has this feature
Data masking for sensitive information is implemented in secure apps/containers.
Granular Encryption Levels
Allows different levels of encryption for different data types.
Yes - has this feature
Granular encryption configurable by policy and container type.
Privacy Policy Transparency
Displays clear information about data collection, use, and sharing.
Yes - has this feature
Privacy policy is transparent, with user and admin communication about data usage.
Compliance with GDPR/CCPA
Adheres to data privacy regulations such as GDPR or CCPA.
Yes - has this feature
IBM advertises GDPR and CCPA compliance for MaaS360.
Audit Logging
Maintains logs of all access and changes to client data for auditing.
Yes - has this feature
Audit logging is included for device, user, and admin actions.
Secure Cache Management
Automatically clears or encrypts application cache to prevent data leaks.
Yes - has this feature
Cache management is provided at the app level via secure containers.
MDM Integration
Offers compatibility with leading MDM solutions for device oversight.
Yes - has this feature
MDM integration is the core function of MaaS360.
Device Inventory Tracking
Tracks all approved devices accessing financial systems.
Yes - has this feature
Device inventory tracking is provided in the administrative dashboard.
App Whitelisting/Blacklisting
Prevents installation or use of non-approved applications.
Yes - has this feature
App whitelisting/blacklisting is configurable by device policy.
Mobile Threat Detection
Continuously monitors for malware, phishing, or other threats.
Yes - has this feature
Mobile threat detection via continuous monitoring is a core touted feature.
Patch & Update Management
Ensures devices and apps are running the latest secure versions.
Yes - has this feature
Patch and update management can be automated and monitored.
VPN Enforcement
Requires VPN connections for external or remote access.
Yes - has this feature
VPN enforcement is supported using conditional access policies.
Compliance Reporting
Generates reports on device compliance with security policies.
Yes - has this feature
Compliance reporting is a major selling point, especially for regulated industries.
Remote Configuration
Centrally manages security settings and configurations across devices.
Yes - has this feature
Remote configuration is provided for apps and device settings across the fleet.
Lost Device Tracking
Allows real-time location and status tracking of lost devices.
Yes - has this feature
Lost device tracking is available through location services.
Security Incident Alerts
Automatically notifies administrators of security breaches or risks.
Yes - has this feature
Security incident alerts are integrated in the admin dashboard and via notifications.
Usage Analytics
Provides analytics on device engagement and usage by advisors.
Yes - has this feature
Usage analytics is available for device and application use.
Intuitive Navigation
Easy-to-use interface for advisors and clients.
Yes - has this feature
IBM MaaS360 emphasizes ease of use, with modern UI principles.
Customizable Dashboard
Allows users to personalize information and shortcuts.
Yes - has this feature
Admin dashboards can be customized for summary and device data.
Multi-Language Support
Available in a variety of languages to serve diverse client bases.
No information available
Accessibility Features
Supports screen readers, high contrast mode, and large text.
No information available
Offline Mode
Limited functionality without network connection for emergencies.
Yes - has this feature
Limited offline mode when network is unavailable for some policies.
In-App Notifications
Provides timely alerts and updates to users inside the app.
Yes - has this feature
Supports in-app notifications to users and admins.
Seamless Document Upload/Download
Secure and easy handling of financial documents.
Yes - has this feature
Enables secure document upload/download in the secure container apps.
Dedicated Client/Advisor Portal
Separate portal areas for advisors and clients with tailored functions.
No information available
Voice Assistant Integration
Integrates with voice assistants for hands-free operation.
No information available
Search Functionality
Advanced search tools for transactions, documents, and contacts.
No information available
Responsive Design
Adapts interface for phones, tablets, and different screen sizes.
Yes - has this feature
Web-based dashboard and apps are responsive to different device screens.
Transaction Approvals
Requires one or more approvals before large or sensitive transactions proceed.
No information available
Real-Time Transaction Monitoring
Monitors and flags potentially suspicious activity as it happens.
Yes - has this feature
Real-time transaction and device activity monitoring for suspicious behavior.
Limits on Transaction Amounts
Configurable maximums for transactions approved via mobile.
No information available
Automated Fraud Detection
AI-based detection and prevention of fraudulent transactions.
Yes - has this feature
Automated threat/fraud detection against device compromise; not financial transaction-specific.
Transaction Notifications
Instant alerts for every transaction initiated or completed.
Yes - has this feature
Transaction notifications possible via system and in-app notifications for device actions.
Dual Authorization
Two users must independently authorize critical transactions.
No information available
Audit Trail of Transactions
Comprehensive log of all transaction details and authorizations.
Yes - has this feature
Audit trail of device/transaction activities is included for compliance reasons.
Regulatory Compliance Checks
Automated screening of transactions for regulatory compliance.
Yes - has this feature
Regulatory compliance checks and reports are key features for financial sectors.
Transaction Reversal Tools
Ability to reverse incorrect or fraudulent transactions swiftly.
No information available
User Permissions for Transaction Types
Administrator control to restrict types of transactions by user.
Yes - has this feature
User and group permissions can restrict types of transactions that can be performed on managed devices.
API Access
Robust, secure API for integrating with other platforms and services.
Yes - has this feature
API access available for integration with other platforms and security tools.
Data Import/Export
Allows seamless transfer of financial information to and from other systems.
Yes - has this feature
Supports data import/export for device inventory and settings.
CRM Integration
Integrates with Client Relationship Management software.
Yes - has this feature
Integrates with CRM systems using MaaS360 Marketplace connectors.
Portfolio Management Integration
Works with third-party portfolio management and analytics tools.
No information available
Bank Connection Aggregation
Aggregates holdings and balances from multiple banks and custodians.
Yes - has this feature
Bank connection aggregation possible through secure container apps.
Document Management Integration
Connects with document storage and e-signature platforms.
Yes - has this feature
Supports integration with third-party document management and storage/e-signature platforms.
Secure Open Banking Support
Supports open banking APIs with OAuth2 and PSD2 compliance.
No information available
Alerting System Integrations
Can send alerts to external monitoring and support systems.
Yes - has this feature
IBM MaaS360 can send alerts to monitoring and support system integrations.
App Marketplace Compatibility
Supports plug-ins and third-party apps from curated marketplaces.
Yes - has this feature
Supports plug-ins and curated marketplace apps/extensions through the IBM Security App Exchange.
Single Data Format Standardization
Uses open standards for financial data for easier interoperability.
No information available
Regulatory Audit Trail
Captures full audit logs for all data and actions, meeting compliance obligations.
Yes - has this feature
Provides regulatory audit trail for device and data actions.
Real-Time Compliance Alerts
Instantly flags actions or transactions that may breach compliance rules.
Yes - has this feature
Real-time compliance alerts for device and policy violations.
Scheduled Compliance Reporting
Automatically generates and distributes compliance reports.
Yes - has this feature
Scheduled compliance reports are available via reports and dashboards.
Role-Based Compliance Controls
Compliance checks vary based on user roles and access.
Yes - has this feature
Role-based compliance controls available for differentiated policy enforcement.
e-Discovery Support
Facilitates discovery of electronic records for legal/audit review.
No information available
Customizable Policy Engine
Policy rules can be tailored to organizational and regulatory needs.
Yes - has this feature
Customizable policy engine for security and compliance enforcement.
Conflict of Interest Monitoring
Detects and reports potential advisor conflicts.
No information available
Transaction Reporting Standards
Supports formats (e.g., SWIFT, FIX) required for external reporting.
No information available
Automated Record Retention
Automatically applies record retention/destruction based on policy.
Yes - has this feature
Automated record retention/destruction configurable for compliance.
Data Residency Awareness
Ensures data is stored in approved jurisdictions.
Yes - has this feature
Admins can select data residency for cloud services, with regional compliance.
Secure In-App Messaging
Enables end-to-end encrypted communication between users.
No information available
Document Sharing and Signatures
Securely share, collaborate and sign important documents.
Yes - has this feature
Document sharing and workflows with e-signature available via supported partner apps.
Client Scheduling Tools
Integrates calendars and scheduling for advisor-client meetings.
No information available
Group Chat Capability
Supports group discussions among teams or family members.
No information available
Push Notification Channel
Provides immediate client/advisor updates and reminders.
Yes - has this feature
Push notification channel supported for advisor, admin, and device alerts.
Voice and Video Communication
Enables secure audio and video calls through the app.
No information available
Audit Logging of Communications
Maintains logs for all advisor-client communications for compliance.
No information available
Conversation Archival and Search
Archives all chat and call transcripts and allows keyword searching.
No information available
Automated Meeting Summaries
Records and summarizes client meetings for audit and convenience.
No information available
Integration with Email/Other Channels
Can synchronize communications with email, SMS, or third-party chat.
Yes - has this feature
Communications integration available with email and some third-party channels.
99.99% Uptime SLA
Guaranteed uptime or availability level for the application.
No information available
Real-Time Performance Monitoring
Tracks system performance metrics for rapid issue detection.
Yes - has this feature
Real-time performance monitoring for device fleet and management portal.
Scalability
Supports growing users or device numbers without service degradation.
Yes - has this feature
Highly scalable SaaS-based platform.
Load Balancing
Balances traffic across servers for optimal responsiveness.
Yes - has this feature
Load balancing is implemented for cloud service stability.
Disaster Recovery Plan
Comprehensive plan and backup for service continuity after outage.
Yes - has this feature
Disaster recovery plans in place for IBM Cloud services.
Auto Failover
Seamlessly switches users to backup systems in case of primary failure.
Yes - has this feature
Auto-failover is offered for critical backend services.
Response Time
Average time for screen or transaction to load/process.
No information available
Regular Maintenance Scheduling
Planned maintenance that does not interrupt critical user activity.
Yes - has this feature
Maintenance windows scheduled to avoid critical operations; info provided in status page.
Bug Reporting & Resolution SLA
Defined timelines for responding to and fixing reported bugs.
No information available
User Feedback Loop
Allows real users to report issues and suggest improvements.
Yes - has this feature
Feedback loop supported via portal, plus IBM support channels.
Guided Onboarding
Step-by-step instructions for initial setup for users and administrators.
Yes - has this feature
Guided onboarding for admins and users in the portal and documentation.
In-App Tutorials & Help
Embedded resources to assist new or returning users.
Yes - has this feature
In-app tutorials and help included in both admin and client apps.
24/7 Help Desk Support
Continuous support by phone, chat, or web.
Yes - has this feature
Standard 24/7 support via chat, phone, or web.
Knowledge Base
Online repository of FAQs, guides and troubleshooting tips.
Yes - has this feature
Knowledge base available online for clients and admins.
Dedicated Account Manager
Assigned specialist for organizational needs and issue escalation.
Yes - has this feature
Dedicated account manager available for enterprise contracts.
Flexible Deployment Options
Supports cloud, on-premises, or hybrid deployment models.
Yes - has this feature
Cloud, on-premises, and hybrid deployment models supported.
User Role Training Programs
Custom training by user function (advisor, admin, client).
Yes - has this feature
User role-based training resources provided in documentation and via IBM services.
API Documentation
Complete documentation for developers integrating the platform.
Yes - has this feature
API documentation provided for integration and automation.
Test/Sandbox Environment
Safe environment for testing new features/configurations.
Yes - has this feature
Test/sandbox environments offered for policy testing and rollout.
Feedback & Feature Request System
Enables users to submit suggestions and requests for enhancements.
Yes - has this feature
Feature request and user feedback submission enabled via support portal.
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