At T3 Conference: External IT Announces New Features, Secure Digital Hub for Wealth Advisors

At T3 Conference: External IT Announces New Features, Secure Digital Hub for Wealth Advisors

External IT announced at T3 Advisor Conference today that it has launched workplace wealth_, a secure digital hub which has been built to meet the exacting needs of wealth management firms. The workplace wealth_ solution aggregates an entire practice’s IT, apps and data in one place, enabling wealth management firms to operate securely and with full control—while providing employees with the flexibility to collaborate and access all their tools and information from any firm-approved device in any location.


Justin Kapahi, vice president Solutions and Security for External IT will speak on “The Power of IT and Security for Advisors: What You Don’t Know (And Do) Will Hurt You” on Thursday, February 16 at T3 Advisor Conference in Orange County, CA. This session will look at how firms can leverage, manage and secure their IT to protect their client data, make their employees more productive, clients happier, and ultimately their firms more successful. Advisors should stop by their booth in the Exhibit Hall to schedule a demo.

Sam Attias, Managing Director at External IT said, “workplace wealth_ has productized the concept of traditional IT services for financial firms. As technology becomes more complex, cybersecurity threats increase, and regulations evolve, financial institutions and advisors need a seamless, next-generation IT solution to ensure they can meet all of these challenges. Today’s environment is so uncertain that we’re seeing firms adopt workplace wealth_ because they no longer want to take the reputational risk of a security breach or regulatory sanction.” Attias continued, “workplace wealth_ is reinventing IT through a new cloud-delivery mechanism—a software overlay which aggregates technology, apps and workflows, and ensures businesses can remain secure and compliant, while enabling their advisors to work smarter.”


workplace wealth_ is designed to seamlessly interact with existing devices and procedures so advisors can securely access their client portfolios, custodial platforms, client relationship management (CRM) programs, emails, client data, documents and other applications through a single channel—and do so while complying with evolving SEC and FINRA regulations. In addition, workplace wealth_ cybersecurity and compliance features are embedded in the system, so they can be easily updated as new technologies and cybersecurity threats emerge.

Multi-factor authentication, data encryption, security monitoring, and other SEC/FINRA-required controls for sensitive financial data are built into workplace wealth_, along with state-of-the-art disaster recovery options. Advisors can also securely share files with associates and clients, permission their file structures, and safely access files remotely.

“Financial services firms are big targets for cybercriminals, and this is not going to change any time soon. workplace wealth_ helps financial institutions and advisors secure all their workplaces in order to protect data from hackers,” said Kapahi. “Our built-in cybersecurity features provide the end-point control and monitoring that advisors need to ensure they keep their infrastructure secure, and remain in compliance with SEC/FINRA protocols, as they grow their businesses.”


The workplace wealth_ user interface helps streamline an organization’s workflows, offering a universal search function that allows advisors to search their entire company, including apps, files, websites and firm directories, for documents and information. A complementary directory enables advisors to easily communicate with their colleagues from any location.

workplace wealth_ integration with Microsoft Office 365 enables advisors to facilitate real-time team collaboration for document reviews and edits.  In addition, workplace wealth_ allows colleagues to share team credentials to enable website sign-ins using one secure password.


External IT provides workplace wealth_, a secure digital hub which enables financial services organizations to aggregate their IT—all their apps and data—in a centralized cloud where they can be secured and controlled, while giving employees the flexibility to access all their tools and information from any firm-approved device, anywhere.

workplace wealth_ can seamlessly integrate technology applications, and allows financial institutions and advisors to control them through single-sign-on access. RIAs and broker-dealers can deliver the workplace wealth_ solution to advisors and their clients using a software overlay, ensuring advisors can continue to meet cybersecurity and compliance challenges as they grow. For more information about workplace wealth_ and External IT, please visit and follow us on Twitter at @externalit.

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