Keeping your client data safe

Protecting clients’ data is critical. You’re taking on a lot of risk and responsibly if you store this data on your own laptops and flash drives, or basic cloud storage like DropBox and One Drive. With Advisor Anywhere, all your client data is stored and protected securely in the cloud.

  • You never have to worry about losing work from your files – even if a device gets lost, stolen or broken.
  • We do all the management work on our end – backups, security, admin and support are all taken care of.
  • We can host dedicated application servers, CRM systems and anything else, all in the cloud.
  • Advisor Anywhere gives you the tools to help you comply with FCA and GDPR compliance regulations.