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A unified endpoint management solution designed for financial advisors that simplifies the management of mobile devices. Features include app management, content management, secure container for financial data, compliance checking, risk assessment, and integration with other Sophos security products for comprehensive protection.
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. |
Sophos Mobile supports multi-factor authentication as part of its device management offering for increased security. | |
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Biometric Authentication Supports authentication via fingerprint, facial recognition, or iris scanning. |
Sophos Mobile includes biometric authentication based on device capabilities and supports enforcement of biometric requirements via policy. | |
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Single Sign-On (SSO) Allows users to use one set of login credentials across multiple related systems. |
Sophos Mobile supports SSO via integration with SAML/Active Directory. | |
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Role-Based Access Control (RBAC) Grants access based on user roles, limiting exposure to sensitive features and data. |
Sophos Mobile enables role-based access control for efficient device and user management. | |
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Time-based Access Restrictions Restricts platform access to set periods for added security and oversight. |
No information available | |
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Geofencing Limits platform access to predefined geographic locations. |
Sophos Mobile supports geofencing policies to control device functions or access by location. | |
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Session Timeout Automatically logs out users after a period of inactivity. |
No information available | |
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Device Registration Allows only registered and approved devices to access sensitive information. |
Device registration is a core MDM feature of Sophos Mobile. | |
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Jailbreak/Root Detection Detects devices with compromised operating systems and restricts access. |
Sophos Mobile performs jailbreak/root detection to ensure only secure devices have access. | |
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Remote Lock/Wipe Ability to lock or erase device data remotely if lost or stolen. |
Supports remote lock and wipe of lost or stolen devices. | |
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Customizable Password Policies Enforces complexity and frequency rules for password creation and updates. |
Provides customizable password policy enforcement. | |
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User Activity Logging Tracks user actions on the platform for accountability and investigation. |
User activity on devices and in the Sophos Mobile admin portal is logged. | |
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Access Approval Workflow Requires admin approval before granting user or device access. |
No information available |
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End-to-End Encryption Encrypts data at rest and in transit between devices and servers. |
Sophos Mobile encrypts data in transit and can leverage device encryption at rest. | |
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On-Device Data Encryption Secures stored data locally on the mobile device using encryption. |
Can enforce on-device data encryption policies if supported by the mobile OS. | |
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Secure Backup Backs up data securely in compliance with privacy standards. |
Sophos Mobile provides secure backup management and integrates with secure cloud storage. | |
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Encrypted Communications Ensures all messaging, calls, and file transfers are encrypted. |
Encrypted communications are supported within the managed container and device connectivity. | |
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Secure Key Management Safeguards encryption keys with restricted access and best practices. |
Sophos Mobile has secure key management features in its core security stack. | |
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Data Masking Masks sensitive financial data displayed on screens to prevent exposure. |
No information available | |
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Granular Encryption Levels Allows different levels of encryption for different data types. |
No information available | |
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Privacy Policy Transparency Displays clear information about data collection, use, and sharing. |
Sophos is transparent about privacy policies and user data management. | |
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Compliance with GDPR/CCPA Adheres to data privacy regulations such as GDPR or CCPA. |
Sophos Mobile is built to assist clients in achieving GDPR and CCPA compliance. | |
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Audit Logging Maintains logs of all access and changes to client data for auditing. |
System logs support audit logging for administrators. | |
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Secure Cache Management Automatically clears or encrypts application cache to prevent data leaks. |
App cache policies (including removal of sensitive info from cache) are configurable in Sophos Mobile. |
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MDM Integration Offers compatibility with leading MDM solutions for device oversight. |
Sophos Mobile provides full integration with popular MDM/solutions. | |
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Device Inventory Tracking Tracks all approved devices accessing financial systems. |
Maintains inventory of managed and approved devices. | |
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App Whitelisting/Blacklisting Prevents installation or use of non-approved applications. |
App whitelisting/blacklisting is a core MDM functionality. | |
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Mobile Threat Detection Continuously monitors for malware, phishing, or other threats. |
Mobile threat detection is provided with continuous risk assessment. | |
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Patch & Update Management Ensures devices and apps are running the latest secure versions. |
Patch and update management policies can be enforced with device compliance checks. | |
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VPN Enforcement Requires VPN connections for external or remote access. |
VPN enforcement is supported via compliance policies for remote access. | |
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Compliance Reporting Generates reports on device compliance with security policies. |
Compliance reporting is included for auditing device status and policy conformance. | |
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Remote Configuration Centrally manages security settings and configurations across devices. |
Remote configuration and management is a standard in Sophos Mobile. | |
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Lost Device Tracking Allows real-time location and status tracking of lost devices. |
Lost device tracking/location services included to help locate missing devices. | |
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Security Incident Alerts Automatically notifies administrators of security breaches or risks. |
Security incidents generate alerts in the admin portal and via email. | |
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Usage Analytics Provides analytics on device engagement and usage by advisors. |
No information available |
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Intuitive Navigation Easy-to-use interface for advisors and clients. |
No information available | |
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Customizable Dashboard Allows users to personalize information and shortcuts. |
Offers customizable admin dashboards for device and security metrics. | |
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Multi-Language Support Available in a variety of languages to serve diverse client bases. |
Supports multi-language admin interface and end-user notifications. | |
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Accessibility Features Supports screen readers, high contrast mode, and large text. |
Sophos Mobile supports accessibility by leveraging native mobile OS accessibility features. | |
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Offline Mode Limited functionality without network connection for emergencies. |
A secure container enables limited offline mode for financial data when supported by the app. | |
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In-App Notifications Provides timely alerts and updates to users inside the app. |
In-app notifications for security compliance and device alerts are present. | |
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Seamless Document Upload/Download Secure and easy handling of financial documents. |
Document upload and download can be managed and restricted via app container policies. | |
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Dedicated Client/Advisor Portal Separate portal areas for advisors and clients with tailored functions. |
No information available | |
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Voice Assistant Integration Integrates with voice assistants for hands-free operation. |
No information available | |
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Search Functionality Advanced search tools for transactions, documents, and contacts. |
No information available | |
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Responsive Design Adapts interface for phones, tablets, and different screen sizes. |
Admin and end-user portals adapt for various device/screen sizes (responsive). |
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Transaction Approvals Requires one or more approvals before large or sensitive transactions proceed. |
No information available | |
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Real-Time Transaction Monitoring Monitors and flags potentially suspicious activity as it happens. |
No information available | |
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Limits on Transaction Amounts Configurable maximums for transactions approved via mobile. |
No information available | |
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Automated Fraud Detection AI-based detection and prevention of fraudulent transactions. |
Fraud detection capabilities available when integrated with other Sophos security services. | |
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Transaction Notifications Instant alerts for every transaction initiated or completed. |
Sophos Mobile can notify users/admins for critical security and management events. | |
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Dual Authorization Two users must independently authorize critical transactions. |
No information available | |
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Audit Trail of Transactions Comprehensive log of all transaction details and authorizations. |
Transaction and device changes are logged for audit purposes. | |
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Regulatory Compliance Checks Automated screening of transactions for regulatory compliance. |
Regulatory compliance checks automated for device and data security. | |
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Transaction Reversal Tools Ability to reverse incorrect or fraudulent transactions swiftly. |
Supports remote wipe and reversal of policy-based access and data changes. | |
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User Permissions for Transaction Types Administrator control to restrict types of transactions by user. |
Administrator controls for user permissions and device management. |
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API Access Robust, secure API for integrating with other platforms and services. |
APIs available for integration with external systems. | |
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Data Import/Export Allows seamless transfer of financial information to and from other systems. |
Supports data import/export for reporting and integration. | |
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CRM Integration Integrates with Client Relationship Management software. |
CRM system integration supported via APIs. | |
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Portfolio Management Integration Works with third-party portfolio management and analytics tools. |
No information available | |
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Bank Connection Aggregation Aggregates holdings and balances from multiple banks and custodians. |
Supports connections to multiple bank/custodian platforms using open APIs and aggregation. | |
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Document Management Integration Connects with document storage and e-signature platforms. |
Can be integrated with document management and e-signature services via connectors. | |
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Secure Open Banking Support Supports open banking APIs with OAuth2 and PSD2 compliance. |
No information available | |
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Alerting System Integrations Can send alerts to external monitoring and support systems. |
Sophos Mobile can push alerts to external security and alerting systems. | |
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App Marketplace Compatibility Supports plug-ins and third-party apps from curated marketplaces. |
No information available | |
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Single Data Format Standardization Uses open standards for financial data for easier interoperability. |
No information available |
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Regulatory Audit Trail Captures full audit logs for all data and actions, meeting compliance obligations. |
Audit logging is comprehensive for device and user actions, supporting regulatory inquiry. | |
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Real-Time Compliance Alerts Instantly flags actions or transactions that may breach compliance rules. |
Real-time compliance alerts generated for device status or violations. | |
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Scheduled Compliance Reporting Automatically generates and distributes compliance reports. |
Scheduled compliance reports can be configured for routine distribution. | |
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Role-Based Compliance Controls Compliance checks vary based on user roles and access. |
Compliance checks on devices and users are based on role-based management. | |
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e-Discovery Support Facilitates discovery of electronic records for legal/audit review. |
No information available | |
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Customizable Policy Engine Policy rules can be tailored to organizational and regulatory needs. |
Administrators can create and adjust security and compliance policy rules. | |
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Conflict of Interest Monitoring Detects and reports potential advisor conflicts. |
No information available | |
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Transaction Reporting Standards Supports formats (e.g., SWIFT, FIX) required for external reporting. |
No information available | |
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Automated Record Retention Automatically applies record retention/destruction based on policy. |
Supports policy-based automatic retention and deletion of device/user data. | |
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Data Residency Awareness Ensures data is stored in approved jurisdictions. |
Sophos Mobile enables policy to control where data is stored to respect data residency requirements. |
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Secure In-App Messaging Enables end-to-end encrypted communication between users. |
Sophos Container solution provides secure encrypted in-app messaging. | |
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Document Sharing and Signatures Securely share, collaborate and sign important documents. |
Supports secure document sharing and e-signatures via integration. | |
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Client Scheduling Tools Integrates calendars and scheduling for advisor-client meetings. |
No information available | |
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Group Chat Capability Supports group discussions among teams or family members. |
No information available | |
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Push Notification Channel Provides immediate client/advisor updates and reminders. |
Push notifications and alerts are available for device and policy events. | |
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Voice and Video Communication Enables secure audio and video calls through the app. |
No information available | |
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Audit Logging of Communications Maintains logs for all advisor-client communications for compliance. |
No information available | |
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Conversation Archival and Search Archives all chat and call transcripts and allows keyword searching. |
No information available | |
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Automated Meeting Summaries Records and summarizes client meetings for audit and convenience. |
No information available | |
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Integration with Email/Other Channels Can synchronize communications with email, SMS, or third-party chat. |
No information available |
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99.99% Uptime SLA Guaranteed uptime or availability level for the application. |
No information available | |
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Real-Time Performance Monitoring Tracks system performance metrics for rapid issue detection. |
Performance monitoring on devices and dashboards is available. | |
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Scalability Supports growing users or device numbers without service degradation. |
The platform is architected for scalability in user and device growth. | |
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Load Balancing Balances traffic across servers for optimal responsiveness. |
Cloud deployment supports load balancing for large environments. | |
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Disaster Recovery Plan Comprehensive plan and backup for service continuity after outage. |
Sophos provides documented disaster recovery procedures and business continuity. | |
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Auto Failover Seamlessly switches users to backup systems in case of primary failure. |
Cloud-based and hybrid deployments provide automatic failover. | |
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Response Time Average time for screen or transaction to load/process. |
No information available | |
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Regular Maintenance Scheduling Planned maintenance that does not interrupt critical user activity. |
Maintenance can be scheduled outside business hours; admin control available. | |
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Bug Reporting & Resolution SLA Defined timelines for responding to and fixing reported bugs. |
No information available | |
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User Feedback Loop Allows real users to report issues and suggest improvements. |
Portal supports feedback from device users and administrators. |
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Guided Onboarding Step-by-step instructions for initial setup for users and administrators. |
Step-by-step onboarding and deployment documentation and portal support. | |
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In-App Tutorials & Help Embedded resources to assist new or returning users. |
In-app help tutorials and guides are included for users and admins. | |
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24/7 Help Desk Support Continuous support by phone, chat, or web. |
Sophos offers 24/7 support through various channels. | |
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Knowledge Base Online repository of FAQs, guides and troubleshooting tips. |
Includes a searchable knowledge base for troubleshooting and documentation. | |
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Dedicated Account Manager Assigned specialist for organizational needs and issue escalation. |
Dedicated account managers provided for large or enterprise customers. | |
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Flexible Deployment Options Supports cloud, on-premises, or hybrid deployment models. |
Supports cloud, on-premises, and hybrid deployments. | |
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User Role Training Programs Custom training by user function (advisor, admin, client). |
No information available | |
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API Documentation Complete documentation for developers integrating the platform. |
Sophos Mobile API documentation is published and comprehensive for integrations. | |
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Test/Sandbox Environment Safe environment for testing new features/configurations. |
Test and sandbox environments available for pre-production testing. | |
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Feedback & Feature Request System Enables users to submit suggestions and requests for enhancements. |
Sophos portal allows submission of feedback and feature requests. |
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