Security Training

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.

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Annual security training

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Weekly micro-security training

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Employee vulnerability assessments

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Dark web monitoring

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Simulated phishing campaigns

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Monthly security newsletter

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Security policy templates and portal

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

$100

per month for up to 5 employees

$200

per month for 6-15 employees

$300

per month for 16-30 employees


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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


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How Does Security Awareness Training Help You Protect Your RIA?

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Dark Web Protection

Ongoing dark web monitoring alerts you the moment employee credentials show up on the dark web. Push password resets and stop a breach before it happens.
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Email Phishing Simulation

Phishing is the #1 attack method of choice among cybercriminals. Keep security top-of-mind with automated, simulated phishing campaigns sent to your team.
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Regular Security Training

Annual security training covers the basics while ongoing weekly micro-security training keeps users up-to-date and help you fortify your human defenses.
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Security Policy Portal

With written security policy templates and a policy acknowledgement portal, ensure your employees know the proper procedures while tracking their annual agreements.
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Employee Awareness

Monthly security newsletter and personal dark web scanning capabilities allow employees to protect themselves at work and at home.
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Employee Vulnerability Assessments

The Employee Vulnerability Assessment takes the key security metrics and adds engagement with an interactive leaderboard and friendly competition.

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See The Security Awareness Training Platform In Action

Tour the Manager Portal

Tour the Employee Portal


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