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Cloud Technology Blog for RIAs and Broker-Dealers

Wealth Management Technology & Cybersecurity Summit Recap

Here are highlights of the powerful insights that industry leaders shared at our inaugural event.

We were honored that some of the most respected leaders in wealth management technology and cybersecurity joined us Monday, at the Microsoft Conference Center in New York, for our first summit. These experts shared powerful insights about successful software adoption, the breakaway broker trend, succession planning, millennial priorities, regulatory developments, and more. Here’s a summary of highlights from the event.

9/22/16 10:30 AM / by Robin Brown posted in Financial Services, Cybersecurity, Technology

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Get In The “Flow” To Achieve Successful Tech Adoption

MyVirtualCOO’s Jennifer Goldman explains why new is not always better for your IT system.

On Sept. 19, Jennifer Goldman of My Virtual COO will speak at External IT’s inaugural Wealth Management Technology & Cybersecurity Summit in New York. This event gathers industry leaders and influencers for a day of collaboration and networking on the most crucial matters impacting their businesses.  This blog is the fifth in the series of profiles of speakers for the upcoming summit.

New financial technology software hits the market so frequently that wealth management firms often struggle to keep up with every trend on the horizon. Advances in fintech may prove useful at some point, but RIA owners and executives must remember why new tech is not always better tech. 

9/15/16 11:30 AM / by Robin Brown posted in Financial Services, Cybersecurity, Technology

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Regulators Are Coming For Your Firm, And They’re Looking At Your Data

MarketCounsel’s Brian Hamburger says internal reviews must accompany external vigilance.

On Sept. 19, Brian Hamburger of MarketCounsel will speak at External IT’s inaugural Wealth Management Technology & Cybersecurity Summit in New York. This event gathers industry leaders and influencers for a day of collaboration and networking on the most crucial matters impacting their businesses.  This blog is the fourth in the series of profiles of speakers for the upcoming summit.

If your wealth management firm is looking for some groundbreaking combination of software and hardware that has a surefire way of keeping regulators from complicating your life, think again, warns Brian Hamburger of MarketCounsel.

9/14/16 8:34 AM / by Robin Brown posted in Financial Services, Cybersecurity, Technology

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Want Your Firm To Survive? Close Your Cybersecurity Gaps

eSentire’s Eldon Sprickerhoff says airtight policies and processes fortify up-to-date software.

On Sept. 19, Eldon Sprickerhoff of eSentire will speak at External IT’s inaugural Wealth Management Technology & Cybersecurity Summit in New York. This event gathers industry leaders and influencers for a day of collaboration and networking on the most crucial matters impacting their businesses.  This blog is the third in the series of profiles of speakers for the upcoming summit.

A few years ago, the cybersecurity provider eSentire noticed suspicious activity on the operating system of a client. An employee at the client’s firm had conducted a simple Internet search about cell phone chargers, and the website the employee clicked onto as a result of that search triggered a malware attack.

9/13/16 10:00 AM / by Robin Brown posted in Financial Services, Cybersecurity, Technology

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What Does A Turbocharged RIA Do Differently?

Envestnet’s Jim Patrick says it overcomes inertia by prioritizing intel, efficiency and scale.

On Sept. 19, Jim Patrick of Envestnet will speak at External IT’s inaugural Wealth Management Technology & Cybersecurity Summit in New York. This event gathers industry leaders and influencers for a day of collaboration and networking on the most crucial matters impacting their businesses.  This blog is the second in the series of profiles of speakers for the upcoming summit.

9/6/16 12:00 PM / by Robin Brown posted in Financial Services, Cybersecurity, Technology

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Upgrade Your Practice for Optimal Succession Planning

Focus Financial’s Anita Venkiteswaran says regulatory changes might prompt greater urgency.

On September 19, Anita Venkiteswaran of Focus Financial Partners will speak at External IT’s inaugural Wealth Management Technology & Cybersecurity Summit in New York. This event gathers industry leaders and influencers for a day of collaboration and networking on the most crucial matters impacting their businesses.  This blog is the first in the series of profiles of speakers for the upcoming summit.

Odds are high that you have not given much thought to your firm’s succession plan, but it would be better for your business if you did.

8/25/16 1:27 PM / by Robin Brown posted in Financial Services, Cybersecurity, Technology

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DNC Email Hack Reveals Costly Risks for Financial Firms

Learn how to keep client and company data safe from malicious outsiders.

The release of email data hacked from the Democratic National Committee made waves last month, on the eve of the party’s convention. Financial firms may think their emails lack the kind of juicy information that would make them a target for hackers. Quite the opposite. Financial firms of all sizes can fall prey to hackers, and many may not have the resources to respond to an attack.

8/16/16 5:00 PM / by Justin Kapahi posted in Financial Services, Cybersecurity, Technology

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Safety in the Cloud: A Primer on SaaS

Our new white paper shows you how to protect your firm when using Software as a Service tools. 

You might have heard about Software as a Service (SaaS), but chances are you could still learn a great deal about all the potential cybersecurity risks that go along with it. Our new white paper details the steps you can take to protect your firm and your client data when using these applications.

8/3/16 3:48 PM / by Robin Brown posted in Financial Services, Cybersecurity, Technology

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Look Out, The Dark Web Lurks Behind Sites That Appear Safe

Your employees and clients are at least as vulnerable as celebrity CEOs in the technology sector.

You may have heard that Twitter CEO Jack Dorsey’s Twitter and Vine accounts were hacked last week. The group responsible for the attack has previously targeted Facebook CEO Mark Zuckerberg and Google CEO Sundar Pichai. These highly publicized hacks are a major embarrassment, but tech execs are not the only ones who need to be on guard.

You, your firm, and your clients can all be affected by hackers stealing passwords and user IDs. The threat becomes all the more sinister when hackers put stolen information up for sale on the “dark web.” The dark web, also known as the “deep web,” refers to encrypted websites that cannot be found through Google or other search engines.

7/20/16 11:46 AM / by Justin Kapahi posted in Financial Services, Cybersecurity, Technology

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Finance Teams Seeking New Heights With Cloud Software

Big banks are not the only ones taking a stronger interest in the cloud.

Cloud-based platforms are on the rise among both large banks and the financial departments of North American companies. Higher regulatory hurdles and staffing costs are a big factor, according to recent news reports. But so is a growing sense of comfort with the technology on the part of business leaders.

Successful bosses at RIAs and broker-dealers have been known to track technology trends unfolding at national and global corporations. In addition to gaining insights about innovative operational processes, wealth management leaders can strategize about how to adapt the most suitable of them for their firm’s needs.

7/5/16 4:00 PM / by Sam Attias posted in Financial Services, Cloud Desktop, Cybersecurity, Cloud Computing, Technology

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