3 Business Continuity Planning Tips for Los Angeles Investment Advisors (SlideShare)

3 Business Continuity Planning Tips

for Los Angeles Investment Advisors

Courtesy of FPA Technology Services, Inc.

http://www.TechGuideforLAInvestmentAdvisors.com

http://www.techguideforlainvestmentadvisors.com/

Sponsored by


Craig PollackFounder & CEO

Solid business continuity

planning enables Los Angeles

investment advisors to deliver

important services to clients

even in the event of a disaster

or similar disruption


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Tip #1: Implement a Disaster

Recovery Solution


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FPA BDR: A popular business

recovery suite


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FPA BDR prevents information

corruption and loss and

maintains access to critical

systems while disaster recovery

work takes place


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Features:


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• Backup files are securely

encrypted using a 256-bit

military grade AES algorithm


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• Online data storage at highly

rated data locations across

the country


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• Connectivity supplied by

several different providers

with automatic failover

capabilities


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• Fail-over to virtual servers

within an hour, ensuring

timely business continuity


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Tip #2: Use Risk Assessment

Software


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SecureWatch:


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A complete Enterprise

risk management suite,

SecureWatch assists IT security

professionals in developing

guidelines for evaluating risks,

identifying opportunities,


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and making informed decisions

on how to treat certain risks


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Features:


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• Web-based interface

can be accessed on any

device, supporting mobile

risk management


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• Provides current threat data

from the industry’s most

reliable source, including

risk scores for over 140

countries


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• Data is stored in an

encrypted format on its

servers, keeping it secure

and safe from intrusion


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• A ‘heat map’ provides

up-to-date developments

on any serious risk culture

based on metrics and

analytics


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Tip #3: Adopt an Incident

Management and Notification

Technology


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Clearview:


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Clearview supports

the entire BCM lifecycle

with impact analysis,

thorough risk assessment

and plan development,


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and quick incident notification


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Features:


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• Comprehensive

questionnaire wizard

formulates an incident

management plan that’s

tailored specifically for the

end user’s business situation


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• Contains an email and SMS

Mass Notification system for

rapid connection to crisis

team managers


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• Each plan contains activity

steps, or simple checklists

of what needs to be done

and when


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• Administrators can put

together 'virtual whiteboards'

so all crisis team members

can log incident issues


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Bottom Line


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With important and confidential

client information on the line,

careful attention must be paid

to contingency planning, data

security, and risk management


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Does your investment firm

have any business contingency

plans in place?


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If so, how effective do you think

they are?


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Let us know your thoughts

in the Comments box below


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