Summary: As cyberattacks continue to grow in sophistication and global scope, protecting clients’ sensitive financial information from hackers—while adhering to evolving financial services industry regulations—is more critical than ever. Broker/dealers and registered investment advisors (RIAs) that suffer data breaches are not only subject to regulatory fines and investigations but also to permanent damage to their reputations.
 When evaluating various technology offerings, advisors need to remember that their cybersecurity and data-management needs can’t be adequately addressed using separate applications. They are intrinsically linked components that complement each other within a unified solution."Michael Pinsker, CEO and president, Docupace Technologies
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