Category: Security

03
Apr

It’s 2018: Do You Know Where Your Client Data Is?

Knowing where your data ends up is a big deal, not just to your clients but also to your firm. The ultimate responsibility for data security may be defined in the small print of contracts with third-parties, but what can be done? Eric Clarke, Orion's CEO discusses where to start.

The post It’s 2018: Do You Know Where Your Client Data Is? appeared first on Orion Advisor Services.

24
Jan

Share Files with Confidence with An Exciting New Vera Feature

Orion uses industry-best file encryption processes to keep advisory firm data secure, and Vera is an important part of our approach.

The post Share Files with Confidence with An Exciting New Vera Feature appeared first on Orion Advisor Services.