Cybersecurity & Compliance Blog



Investment Adviser Association
Justin Kapahi
Marc Gilman
Vanessa Valerie Tay
Workplace by OS33

Workplace by OS33

Workplace is the leading SaaS platform for compliance and productivity enablement for the wealth management industry. We provide an ultra-secure cloud-based hub that reduces the risk of cyber threats while enabling firms to be fully compliant and productive.
10 Aug 2018

Back-to-school Cyber Safety tips from US-CERT

As summer break ends, many students will return to school with mobile ...

25 Jun 2018
Case Study | 1 min read

Atlanta Consulting Group

Atlanta Consulting Group, a registered investment advisor (RIA) to ins...

22 Jun 2018

Office 365 for Workplace iOS

We are excited to announce that Office 365 is now integrated with the ...

18 May 2018
Executive Spotlight | 3 min read

Meet Florian Fangohr, VP of User Experience

“Data security and regulatory compliance make it harder to get work do...

06 Apr 2018
News | 2 min read

Workplace Client Advisory Board 2018 in Washington DC

The first Workplace Client Advisory Board of 2018 took place in Washin...

20 Mar 2018
Feature in Focus | 1 min read

Workplace Mac Application

Our new series, Feature in Focus, highlights new Workplace features th...

14 Mar 2018
Case Study | 1 min read

Summit Trail Advisors relies on Workplace's security expertise

 Summit Trail Advisors was founded by a group of investment profession...

05 Mar 2018
Workplace Insights | 1 min read

Analysis of FINRA 2017 Exam Findings and 2018 Exam Priorities

Like many of our firms, part of our annual cycle at OS33 involves asse...

15 Feb 2018

Introducing our new brand

We are delighted to announce that as of February 2018, External IT has...

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