at Financial Technnology Year
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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.
Other Wealth Management
Morgan Stanley Mobile App
By: Morgan Stanley
https://www.morganstanley.com/what-we-do/investment-management/mobile-app
By: Morgan Stanley
https://www.morganstanley.com/what-we-do/investment-management/mobile-app
The Morgan Stanley Mobile App provides clients access to their investment portfolios, insights, and research tools while ensuring client information is secure through advanced security measures.
UBS Mobile Banking provides clients with a secure way to manage their accounts, conduct transactions, and access market insights via their mobile devices, incorporating multi-layered security features.
The Wells Fargo Mobile app allows users to manage their finances, pay bills, and transfer money, featuring advanced security protections like biometric access and real-time alerts.
Lets financial organizations manage user identities and permissions across mobile devices and applications, while ensuring compliance and protecting sensitive data.
FIS Digital Wealth Management Suite
By: FIS Global
https://www.fisglobal.com/en/solutions/wealth-and-retirement/fis-digital-wealth-platform
By: FIS Global
https://www.fisglobal.com/en/solutions/wealth-and-retirement/fis-digital-wealth-platform
Enables secure mobile device access for financial advisors and clients, offering secure messaging, biometric authentication, multi-factor authentication, encrypted document sharing, and access control to client portfolios, ensuring end-to-end protection for sensitive financial information.
Provides secure mobile access for wealth managers, client-facing apps, role-based security, two-factor authentication, secure document vault, device management features, and compliance tracking for client interactions.
Refinitiv Digital Investor
By: Refinitiv (LSEG)
https://www.refinitiv.com/en/products/digital-investor
By: Refinitiv (LSEG)
https://www.refinitiv.com/en/products/digital-investor
Mobile device platform for wealth management firms enabling secure advisory workflows, encrypted communications, device authentication, biometric login, real-time analytics, and compliance monitoring for advisors.
Empowers wealth managers with secure mobile onboarding and ongoing client engagement, leveraging encrypted communications, device authentication, secure document upload, e-signatures, and regulatory compliance checks.
Facilitates secure mobile document sharing, client communications, and personalized content delivery for financial advisors. Supports secure login, content access control, and comprehensive audit trails, all optimized for mobile device use.
Moxtra Powering OneStop Client App for Wealth Management
By: Moxtra
https://moxtra.com/solutions/wealth-management/
By: Moxtra
https://moxtra.com/solutions/wealth-management/
Provides secure, compliant mobile collaboration for wealth advisors. Features include encrypted chat, e-signatures, secure document sharing, notifications, biometric authentication, and audit logging, all within branded mobile apps.
BlackBerry Spark Suite
By: BlackBerry
https://www.blackberry.com/us/en/products/blackberry-spark-suites
By: BlackBerry
https://www.blackberry.com/us/en/products/blackberry-spark-suites
A unified endpoint security (UES) solution that provides mobile threat defense, secure browsing, data loss prevention, and secure communications for wealth management advisors. Features include AI-based malware detection, containerization of sensitive client data, FIPS 140-2 validated encryption, and integration with financial compliance tools.
Ivanti Neurons for MDM
By: MobileIron (acquired by Ivanti)
https://www.ivanti.com/products/neurons-for-mdm
By: MobileIron (acquired by Ivanti)
https://www.ivanti.com/products/neurons-for-mdm
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.
An intelligence-driven digital workspace platform for wealth management that enables secure access to financial applications and client data on any device. Features include multi-factor authentication, conditional access controls, digital document signing, secure messaging, and compliance management for financial regulations.
Microsoft Intune for Financial Services
By: Microsoft
https://www.microsoft.com/en-us/security/business/microsoft-intune
By: Microsoft
https://www.microsoft.com/en-us/security/business/microsoft-intune
A cloud-based mobile device management solution for financial advisors that enables secure access to client data and portfolio management applications. Features include conditional access policies, app protection, identity management, risk-based authentication, encryption enforcement, and compliance reporting for financial regulations like SEC, FINRA, and GDPR.
A unified endpoint management solution that enables wealth management firms to securely deliver applications, desktops, and data to any device. Features include micro-VPN technology for secure connections, containerization of financial applications, adaptive authentication, secure content collaboration, and granular policy controls for regulatory compliance.
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.
An end-to-end solution for securing, deploying, and managing mobile devices in wealth management. Features include hardware-backed security, secure folder for client information, biometric authentication, secure communications, and granular policy controls to meet financial compliance requirements.
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.
Check Point Harmony Mobile
By: Check Point Software
https://www.checkpoint.com/harmony/mobile-security/
By: Check Point Software
https://www.checkpoint.com/harmony/mobile-security/
A mobile threat defense solution that protects wealth management professionals from malware, network attacks, and data leakage. Features include on-device network protection, app security, OS protection, phishing prevention, and integration with MDM solutions for comprehensive security policy enforcement.