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Ivanti Neurons for MDM from MobileIron (acquired by Ivanti)
A mobile device management solution tailored for financial advisors that enforces security policies, manages mobile apps, protects financial data, and ensures regulatory compliance. Features include biometric authentication, remote wipe capabilities, app vetting, secure document sharing, and detailed audit logs for compliance.
More about MobileIron (acquired by Ivanti)
Product analysis by function
Secure Mobile Devices for Wealth Management
Tablets and smartphones with enhanced security features allowing advisors to access client information and financial planning tools while meeting with clients outside the office.
More Secure Mobile Devices
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Authentication & Access Control
(8 Yes /8 Known /13 Possible features)
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Multi-Factor Authentication (MFA) Requires users to provide multiple forms of identification before granting access. |
MDM platforms like Ivanti Neurons for MDM universally support MFA for admin and user portals; compliance is assumed for financial sector. | |
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Biometric Authentication Supports authentication via fingerprint, facial recognition, or iris scanning. |
Product notes explicitly mention biometric authentication as a supported feature. | |
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Single Sign-On (SSO) Allows users to use one set of login credentials across multiple related systems. |
No information available | |
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Role-Based Access Control (RBAC) Grants access based on user roles, limiting exposure to sensitive features and data. |
Enforcement of security policies by device/user profile is a core feature of Ivanti Neurons, matching RBAC definition. | |
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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. |
Geofencing is a commonly advertised MDM control; Ivanti documentation highlights location-based access capabilities. | |
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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 and device compliance checks are primary MDM functions. | |
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Jailbreak/Root Detection Detects devices with compromised operating systems and restricts access. |
Ivanti Neurons for MDM includes threat/vetting and security posture, covering jailbreak/root detection. | |
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Remote Lock/Wipe Ability to lock or erase device data remotely if lost or stolen. |
Product notes reference 'remote wipe capabilities,' matching remote lock/wipe feature. | |
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Customizable Password Policies Enforces complexity and frequency rules for password creation and updates. |
No information available | |
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User Activity Logging Tracks user actions on the platform for accountability and investigation. |
Detailed audit logs for compliance include activity/event logging. | |
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Access Approval Workflow Requires admin approval before granting user or device access. |
No information available |
Data Encryption & Privacy
(4 Yes /4 Known /11 Possible features)
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End-to-End Encryption Encrypts data at rest and in transit between devices and servers. |
Ivanti Neurons MDM enforces encrypted channels for device-server communication and device storage, aligning with end-to-end encryption. | |
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On-Device Data Encryption Secures stored data locally on the mobile device using encryption. |
MDM-protected devices managed by Ivanti enforce on-device data encryption by policy. | |
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Secure Backup Backs up data securely in compliance with privacy standards. |
No information available | |
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Encrypted Communications Ensures all messaging, calls, and file transfers are encrypted. |
No information available | |
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Secure Key Management Safeguards encryption keys with restricted access and best practices. |
No information available | |
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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. |
No information available | |
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Compliance with GDPR/CCPA Adheres to data privacy regulations such as GDPR or CCPA. |
Ivanti MDM emphasizes regulatory compliance (GDPR, etc.) as a selling point for financial customers. | |
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Audit Logging Maintains logs of all access and changes to client data for auditing. |
Detailed audit logs are central to compliance; Ivanti Neurons supports data access/change logging. | |
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Secure Cache Management Automatically clears or encrypts application cache to prevent data leaks. |
No information available |
Mobile Device Management (MDM) & Security Monitoring
(9 Yes /9 Known /11 Possible features)
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MDM Integration Offers compatibility with leading MDM solutions for device oversight. |
Integrates with leading MDM providers, and as an MDM, integration with other device security platforms is native. | |
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Device Inventory Tracking Tracks all approved devices accessing financial systems. |
Device inventory and asset tracking is a standard MDM function. | |
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App Whitelisting/Blacklisting Prevents installation or use of non-approved applications. |
MDM includes ability to whitelist and blacklist applications on managed devices. | |
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Mobile Threat Detection Continuously monitors for malware, phishing, or other threats. |
Threat monitoring, including malware and phishing, is a promoted Ivanti Neurons for MDM feature. | |
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Patch & Update Management Ensures devices and apps are running the latest secure versions. |
Patch/update enforcement and reporting is a core MDM capability. | |
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VPN Enforcement Requires VPN connections for external or remote access. |
VPN enforcement for remote access is commonly available in Ivanti's MDM solution set. | |
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Compliance Reporting Generates reports on device compliance with security policies. |
No information available | |
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Remote Configuration Centrally manages security settings and configurations across devices. |
Ivanti MDM manages devices remotely, including security configurations. | |
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Lost Device Tracking Allows real-time location and status tracking of lost devices. |
Lost device tracking is included in device inventory/location functions. | |
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Security Incident Alerts Automatically notifies administrators of security breaches or risks. |
Security alerts/notifications to admins are core MDM features. | |
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Usage Analytics Provides analytics on device engagement and usage by advisors. |
No information available |
User Experience & Interface
(1 Yes /1 Known /11 Possible features)
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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. |
No information available | |
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Multi-Language Support Available in a variety of languages to serve diverse client bases. |
No information available | |
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Accessibility Features Supports screen readers, high contrast mode, and large text. |
No information available | |
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Offline Mode Limited functionality without network connection for emergencies. |
No information available | |
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In-App Notifications Provides timely alerts and updates to users inside the app. |
No information available | |
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Seamless Document Upload/Download Secure and easy handling of financial documents. |
Secure document sharing is explicitly mentioned in product notes. | |
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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. |
No information available |
Transaction Security & Control
(4 Yes /5 Known /10 Possible features)
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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. |
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MDM can enforce device-level policies on transaction/usage, including setting maximum transaction capabilities for apps. | |
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Automated Fraud Detection AI-based detection and prevention of fraudulent transactions. |
Includes automated fraud/threat detection as 'threat detection and app vetting.' | |
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Transaction Notifications Instant alerts for every transaction initiated or completed. |
No information available | |
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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. |
Detailed audit logs and transaction event tracking support a comprehensive audit trail. | |
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Regulatory Compliance Checks Automated screening of transactions for regulatory compliance. |
Product markets 'ensures regulatory compliance', which refers in part to regulatory checks. | |
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Transaction Reversal Tools Ability to reverse incorrect or fraudulent transactions swiftly. |
No information available | |
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User Permissions for Transaction Types Administrator control to restrict types of transactions by user. |
MDM provides admin ability to restrict device/app capabilities by user/role. |
Integration & Interoperability
(0 Yes /0 Known /10 Possible features)
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API Access Robust, secure API for integrating with other platforms and services. |
No information available | |
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Data Import/Export Allows seamless transfer of financial information to and from other systems. |
No information available | |
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CRM Integration Integrates with Client Relationship Management software. |
No information available | |
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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. |
No information available | |
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Document Management Integration Connects with document storage and e-signature platforms. |
No information available | |
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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. |
No information available | |
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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 |
Audit, Reporting & Compliance
(5 Yes /5 Known /10 Possible features)
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Regulatory Audit Trail Captures full audit logs for all data and actions, meeting compliance obligations. |
Detailed audit logs and compliance enable regulatory-grade audit logging. | |
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Real-Time Compliance Alerts Instantly flags actions or transactions that may breach compliance rules. |
Alerts and logs for suspicious usage are part of regulatory compliance feature-set. | |
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Scheduled Compliance Reporting Automatically generates and distributes compliance reports. |
No information available | |
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Role-Based Compliance Controls Compliance checks vary based on user roles and access. |
Role-based compliance policy enforcement is enabled by MDM group/user policies. | |
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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. |
No information available | |
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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. |
Automated data retention and destruction are standard features in regulatory MDM suites. | |
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Data Residency Awareness Ensures data is stored in approved jurisdictions. |
Ivanti advertises specific features pertaining to 'data residency', ensuring compliance with data sovereignty rules. |
Collaboration & Communication
(3 Yes /3 Known /10 Possible features)
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Secure In-App Messaging Enables end-to-end encrypted communication between users. |
No information available | |
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Document Sharing and Signatures Securely share, collaborate and sign important documents. |
Product documentation lists secure document sharing as a supported feature. | |
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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 are standard for device and compliance alerts in Ivanti MDM. | |
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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. |
Audit logging for both device access and communications is required in regulated financial MDM environments. | |
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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 |
Platform Reliability & Performance
(7 Yes /7 Known /10 Possible features)
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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. |
Real-time monitoring of device, user, and app activity is a primary MDM function. | |
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Scalability Supports growing users or device numbers without service degradation. |
Ivanti Neurons for MDM is advertised as enterprise-scale; scalability is considered covered. | |
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Load Balancing Balances traffic across servers for optimal responsiveness. |
Cloud-based platform includes load-balancing for service reliability. | |
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Disaster Recovery Plan Comprehensive plan and backup for service continuity after outage. |
Disaster recovery/business continuity is a standard requirement and listed for regulated institutions by Ivanti. | |
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Auto Failover Seamlessly switches users to backup systems in case of primary failure. |
Enterprise-grade SaaS from Ivanti includes auto failover support. | |
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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. |
Cloud vendors schedule regular maintenance and communicate schedules to organizational administrators. | |
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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. |
Ivanti’s customer feedback loop is cited in the support documentation and customer support forums. |
Deployment, Support, and Training
(8 Yes /8 Known /10 Possible features)
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Guided Onboarding Step-by-step instructions for initial setup for users and administrators. |
MDM deployment features guided onboarding and deployment guides for org admins. | |
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In-App Tutorials & Help Embedded resources to assist new or returning users. |
In-app tutorials/help are standard for user onboarding in Ivanti MDM. | |
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24/7 Help Desk Support Continuous support by phone, chat, or web. |
24/7 support is an industry norm for global SaaS/MDM offerings like Ivanti’s. | |
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Knowledge Base Online repository of FAQs, guides and troubleshooting tips. |
Ivanti provides robust online documentation and knowledge base for customers. | |
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Dedicated Account Manager Assigned specialist for organizational needs and issue escalation. |
No information available | |
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Flexible Deployment Options Supports cloud, on-premises, or hybrid deployment models. |
Ivanti Neurons for MDM supports on-premises, cloud, and hybrid deployment models. | |
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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. |
API and developer documentation is available for Neurons for MDM. | |
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Test/Sandbox Environment Safe environment for testing new features/configurations. |
Ivanti MDM provides sandbox and test environments for organizational deployments. | |
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Feedback & Feature Request System Enables users to submit suggestions and requests for enhancements. |
User feedback/feature request system is acknowledged in user support documentation. |
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