Protect More Than Assets. Empower the People Behind Them.
Give your team and clients the knowledge to recognize cyber threats, protect sensitive information, and navigate the digital world with confidence.
Purpose-built for RIAs, their teams, and the clients they serve.
Cybersecurity is everyone's responsibility. Education makes the difference.
Cyber threats extend beyond your firm's network. We make cybersecurity understandable and actionable for the employees who handle sensitive information and the clients who trust your guidance.
Educate with confidence
Turn complex cyber topics into practical, easy-to-follow lessons with accessible videos, guides, and educational resources.
Reduce human risk
Build awareness around phishing, fraud, identity theft, and the everyday decisions that help keep information secure.
Strengthen relationships
Make cybersecurity education a natural extension of your commitment to clients' financial well-being.
One platform. Two critical audiences.
Bring employee learning and client cybersecurity education together in one thoughtfully designed experience.
Training made simple
For advisors & employees
Build a more cyber-aware team.
Give employees practical, RIA-focused education that helps them recognize risks, protect sensitive information, and strengthen your firm's resilience.
- RIA-specific cybersecurity education
- Managed quarterly training assignments
- Quarterly participation and progress reports
- On-demand employee resources and guides
- CFP education opportunities
Empower safer digital lives.
For your clients & their families
Help clients build safer digital lives.
Extend your guidance beyond financial planning with cybersecurity education clients can understand, use, and share with the people they care about.
- Accessible cybersecurity video education
- Identity theft and financial fraud awareness
- Shareable checklists, guides, and resources
- Client communications and family-friendly content
- Client referral tools and opportunities
A better learning experience, without the complexity.
Bring valuable cybersecurity education into the advisory relationship with a straightforward approach.
Personalize the platform
Create a familiar experience with your firm's branding, content preferences, and client-facing materials.
Educate your audiences
Give employees and clients access to targeted videos, practical resources, and structured learning.
Keep awareness growing
Reinforce safer habits with new content, client communications, and training engagement insights.
Everything you need to make cyber education simple.
Relevant content, firm-level customization, and useful tools—all designed to make cybersecurity education easier to share and manage.
Engaging video education
Clear, AI-narrated educational videos that make complicated security topics approachable for employees and clients.
Firm-branded experience
Personalize the platform with your firm's logo, colors, client-facing imagery, brochures, and custom disclaimers.
Managed employee training
Quarterly training assignments, monthly progress reporting, and year-round employee access simplify education administration.
Learning insights & transcripts
Video analytics and employee progress reporting help firms understand platform engagement. Compliance transcripts support documentation and help firms meet compliance requirements.
Ready-to-share client resources
Practical checklists, guides, email templates, social graphics, and other resources support ongoing client education.
Timely cybersecurity awareness
Ongoing content updates and a cybercrime news feed help keep education aligned with emerging threats.
