Providing your client base with expert financial advice and services while also working to ensure your systems are secure from hackers is complex and time consuming. RSI Security deploys best-in-class tools and solutions to keep you secure and lets you focus on your customers.

Cetera’s security policies are numerous in scope -- addressing viruses, suspect emails, intrusion prevention, firewall monitoring, identity access, to name a few. It’s time inefficient and onerous for financial advisors to understand the scope and manage cybersecurity processes on their own.

RSI Security has configured a streamlined solution to assess your current security posture and patch any gaps that exist. We can work with you on point-in-time compliance or establish ongoing protection via our managed security services.

We’ve partnered with firms like yours, such as HD Vest and FINRA, to keep systems and customer data secure.

Free Automated Security Assessment

The first step is in understanding your systems and network environment to determine whether there exists any opportunities for hackers to breach your system.

RSI Security has developed a quick and easy automated security scan for Cetera Advisors. This is a free automated scan that will inform you of any gaps that might exist. We can then develop a plan to address those gaps and ensure you’re compliant with Cetera security policies.

This free security assessment scan is approved by Cetera. It is read only, won’t affect any of your files or system, and is seamless after a quick call with a RSI engineer (request this by filling out the form to the right).

Download our Managed Services Data Sheet Here