Wealthvision is designed to consolidate all of your accounts, assets and information into one secure location, making your personal financial life easier. In your personal financial homepage, you can view everything about your financial and estate plan in one place.
Additionally, Wealthvision employs some of the most advanced security features and protocols to keep your data safe, private and secure, 24/7/365.
Comprehensive security protection measures include password protection, secure socket layer encryption, firewalls, intrusion detection, audits, inspections and more.
- Unlike online banking, trading or shopping websites, your money cannot be moved, withdrawn or accessed on our system.
- Our system uses a 256-bit Secure Socket Layer to scramble your data to prevent access to unauthorized users. This is the highest level of encryption currently available today.
- We house your important data at secure, geographically separated data centers. Physical security measures at these facilities includes 24/x7/x365 on-site personnel and closed circuit video surveillance.
- These data centers also make use of fire protection, electronic shielding, and database backup procedures to ensure your data is continuously monitored and protected.
Routine Security Testing
Wealthvision uses third-party security auditors and software including TraceSecurity, Tenable Security and WhiteHat Security to identify vulnerabilities within the system and to assist with remediation efforts.
Intrusion Detection - The entire production network is monitored and policed for intrusion attempts 24 hours a day, 7 days a week. Any detected intrusion attempts are analyzed to determine the identity of the intruders and the extent of the intrusion.
Audits and Inspections - The Wealthvision security infrastructure is regularly audited and inspected to ensure the security tools utilized are up to date.
Physical Security - Wealthvision provides its service from a secure environment operated by a third-party hosting service. Security personnel monitor the system 24 hours a day. Access to servers requires multiple levels of authentication, including biometrics (finger print scanning) procedures to enter the production hosting facility. Wealthvision restricts physical access to its equipment to a very select group of authorized personnel only.
You can be confident that your important information is safe and secure. Questions about your Wealthvision account? Call our office at 856-810-7701 or email Eric Allen, CFP® at firstname.lastname@example.org