vs Client Portal
Protecting your clients and their data
As a Financial Planner, you’re required to transfer sensitive information every day. Considering the ever-increasing security risks associated with internet communication it’s more important than ever for advisers to find secure means of file transfer that help them protect their business and clients’ information.
Most people believe that PDF password protection helps to keep their data secure and safe. However, this isn’t true. Although passwords have been the most common form of security by which users secure a PDF file, it has also been the most vulnerable.