White Paper

How to choose the best cloud solution

Understand the differences between public and private clouds, and how to choose the right solution for your wealth management firm.


What you will learn from this whitepaper

Not all clouds are equal

How to compare various cloud solution including the pros and cons of each.

Real world example

How proper security controls and cloud vendor due diligence could have helped a broker-dealer firm avoid a $650,000 settlement with FINRA.

What to look for in a cloud provider

5 key things to look out for when selecting a cloud provider for your wealth management firm.