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3 Mobile Device Policy Tips for Los Angeles RIAs Courtesy of FPA Technology Services, Inc. http:// www.TechGuideforLAInvestmentAdvisors.com

3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

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Page 1: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

3 Mobile Device Policy Tips

for Los Angeles RIAs

Courtesy of FPA Technology Services, Inc.

http://www.TechGuideforLAInvestmentAdvisors.com

Page 2: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

This article contains

3 mobile device policy tips

that will help protect both

corporate- and employee-

owned phones and tablets

Page 3: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

without compromising

the freedom that makes them

so valuable to the business

Page 4: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

1. Have a Written Policy

in Place

Page 5: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

When it comes to mobile

management and data

security, all firms need to

publish and distribute an

official policy, so there is no

ambiguity about any aspect

Page 6: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Items covered should include

the following:

Page 7: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

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http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

• Acceptable use or the

business purposes for using

the handheld device, as well

as any limitations

Page 8: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

• Devices allowed, as well as

approved OS versions for

each

Page 9: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

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Craig PollackFounder & CEO

• Ownership as in who owns

the data on the device

Page 10: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

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http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

• Protocols for reporting lost

or stolen devices

Page 11: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

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Craig PollackFounder & CEO

• Mandatory password

protection for sensitive

information

Page 12: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

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http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

• Consequences of policy

abuse

Page 13: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

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• Termination or what happens

to the data in the event that

an RIA’s employment ends

Page 14: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

2. Invest in Mobile Security

Software

Page 15: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

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http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

• Password Protection

Page 16: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

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• Malware Protection

Page 17: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

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• Remote Wipe

Page 18: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

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http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

3. Use a Mobile Device

Management Solution

Page 19: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

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http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Enterprise-level mobile device

management solutions include

security features in their service

bundles

Page 20: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

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http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Bottom Line

Page 21: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

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Craig PollackFounder & CEO

The good news is that by

establishing a mobile device

policy to address these

dangers, investment firms will

have a solid line of defense

Page 22: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

Sponsored by

http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Has your firm established

a mobile device policy yet?

Page 23: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

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http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

If not, are you concerned?

Page 24: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

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http://www.TechGuideforLAInvestmentAdvisors.com

Craig PollackFounder & CEO

Let us know your thoughts

in the Comments box below

Page 25: 3 Mobile Device Policy Tips for Los Angeles RIAs (SlideShare)

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