Capital Asset Management has launched a new cyber-security system to protect itself and its clients from the growing threat of cyber crime.
The chartered financial planning firm has introduced FileSafe™, a cloud-based storage and file sharing platform, in an effort to share confidential documents and communicate with its clients and other third-party professionals in a "highly secure environment". Capital said emailing confidential documents is "no longer a safe or compliant method" and can leave both clients and advisers vulnerable to cyber crime. The firm is also undertaking measures to organise and simplify the paperwork it holds, including wills, passports, legal documents and investment statements. It will provide ...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes