Post on 13-Apr-2017
3 Mobile Device Policy Tips
for Los Angeles RIAs
Courtesy of FPA Technology Services, Inc.
http://www.TechGuideforLAInvestmentAdvisors.com
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This article contains
3 mobile device policy tips
that will help protect both
corporate- and employee-
owned phones and tablets
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without compromising
the freedom that makes them
so valuable to the business
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1. Have a Written Policy
in Place
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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
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Items covered should include
the following:
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• Acceptable use or the
business purposes for using
the handheld device, as well
as any limitations
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• Devices allowed, as well as
approved OS versions for
each
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• Ownership as in who owns
the data on the device
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• Protocols for reporting lost
or stolen devices
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• Mandatory password
protection for sensitive
information
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• Consequences of policy
abuse
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• Termination or what happens
to the data in the event that
an RIA’s employment ends
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2. Invest in Mobile Security
Software
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• Password Protection
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• Malware Protection
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• Remote Wipe
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3. Use a Mobile Device
Management Solution
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Enterprise-level mobile device
management solutions include
security features in their service
bundles
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Bottom Line
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The good news is that by
establishing a mobile device
policy to address these
dangers, investment firms will
have a solid line of defense
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Has your firm established
a mobile device policy yet?
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If not, are you concerned?
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Let us know your thoughts
in the Comments box below
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