Overview

Advisor360° is a digital wealth management platform committed to protecting enterprise data through a comprehensive cybersecurity framework. Central to its security strategy is the Unified Data Fabric®, which ensures that all technologies and data remain secure and protected. The platform employs industry best practices, including multi-factor authentication, Advanced Encryption Standard (AES-256) encryption for data in transit and at rest, and regular third-party assessments such as SOC 2 and HIPAA audits. Advisor360° also fosters a risk-aware culture among employees and utilizes state-of-the-art data centers to maintain high availability and security standards.

Features and Capabilities

• Access Control: Unique User IDs and passwords, complemented by multi-factor authentication, ensure that only authorized users can access the Advisor360° platform.
• Data Protection: All communications are encrypted using AES-256, and data stored in the system is encrypted by default, providing robust protection for both data in transit and at rest.
• Third-Party Assessments: Regular penetration tests and compliance with AICPA Trust Services Principles, SOC 2, and HIPAA standards validate the platform's security measures.
• Security by Design: Cybersecurity best practices are integrated from the initial design phase through to feature rollouts, ensuring comprehensive protection from the outset.
• Proactive Defense and Monitoring: Continuous 24x7 security monitoring, along with multiple layers of network-based security technologies, help identify and respond to suspicious activities promptly.
• Risk-Aware Culture: Regular training, phishing tests, and awareness initiatives equip employees to recognize and mitigate cybersecurity threats effectively.
• Data Center Security: Hosting infrastructure in state-of-the-art, geographically dispersed data centers ensures platform availability and resilience.