What steps have you and your team taken to address cybersecurity risk?
alexander.klomp Back in 2020 we engaged an IT consultant to review our entire practice for security, this was especially important during Covid working remotely which we now do full time. He put in place a number of security systems such as ESET, bitlocker and 2FA on most of our systems, he also does regular training with staff and reports on issues that happen in Cyber Crime so we are aware of issues that can happen, just last week he emailed us about a client that had the 2FA hacked !! he is super conservative and has protected us from making decisions on software that potentially could be an issue. We just dont know this stuff so having an expert there on call is great and I recommend every practice should have one
Welcome to the Advisely forums!
This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.
Here are some tips when posting in the forums:
- Be respectful and courteous to fellow members
- If a reply helped you, mark it as a solution so other users can find it easily
- Take a moment to read through our Community Guidelines
- For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
- Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
- Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
- Introduce yourself and meet other members here!
We’re glad you’re here – see you around! 😁
Recent Discussions
🤓 Xplan Hint: Email Signatures That Stick!
Did you know Xplan recently updated how email and SMS signatures work when using the 'Override From Address' option? Why the Change? No more worrying about an email going out with the wrong signa...courtney.youngblutt2 days agoXplan Expert18Views2likes2Comments🚨 Last chance: Have your say (and win a $1,000 Visa gift card!)
We’re wrapping up the Adviser Technology Survey, and your input could make all the difference. Tell us how you’re really using tech in your advice business: what’s working, what’s not - and help sh...natalie.ng6 days agoIress Team24Views0likes0Comments🤓 Xplan Hint: Editing existing insurances inside Risk Researcher
Did you know that you can now edit existing insurances directly within Risk Researcher? A new Edit button has been added next to each existing insurance policy in the scenario. Once clicked, you a...courtney.youngblutt9 days agoXplan Expert7Views0likes0Comments

