Protect your RIA and your reputation from cybercriminals by starting from the inside-out

With human error causing over 92% of data breaches, we understand the importance of focusing on the weakest link. Empower your employees through self-improvement, personal protection, and engaging training that is relatable, not demeaning.

Annual security training


Weekly micro-security training


Employee vulnerability assessments


Dark web monitoring


Simulated phishing campaigns


Monthly security newsletter


Security policy templates and portal

Be Proactive. Get Started With Your Security Awareness Training Today.


per month for up to 5 employees


per month for 6-15 employees


per month for 16-30 employees

Why is My RIA At Risk?

Client Data Makes You Vulnerable

All data is valuable to cybercriminals

The data you store as an RIA is exactly the kind of data cybercriminals want. That means your firm may be at a higher risk of suffering a cyber-attack.

92% of Data Breaches Are From Human Error

Employees are unaware of risks

66% of cybercriminals rank email phishing as their attack vector of choice. Unsuspecting employees may be fooled by an illegitimate email without thinking twice.

Dark Web Data Can’t be Erased

Exposed employee credentials

Your RIA firm’s data can be involved in data breaches too, such as LinkedIn or Drobox breaches. These breached credentials can’t be erased and without proactive security and swift remediation, can pose high risks to your network.

Password Reuse is an Epidemic

It’s easier to use one password

59% of individuals admitted to mostly or always using the same password, despite 91% knowing it’s a security risk.* If a breached password is reused, the subsequent accounts are also at risk of being hacked.

*LastPass by LogMeIn- Psychology of Passwords Report

How Does Security Awareness Training Help You Protect Your RIA?

See The Security Awareness Training Platform In Action

Tour the Manager Portal

Tour the Employee Portal