How safe is it really? Five steps to choosing the best digital client management platform

In the world of financial planning, sensitive personal data moves between the client and the adviser through a number of paper and digital mediums. There is no specific security in place to keep that information private should an email account, for example, be compromised. Traditional paper files can become increasingly unwieldy or disorganised, as well. Email has long been the communication platform of choice for business and there has not seemed to be a better way to send documents. This has started to change in recent years and information sharing solutions such as Dropbox and G...