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3 Business Continuity Planning Tips
for Los Angeles Investment Advisors
Courtesy of FPA Technology Services, Inc.
http://www.TechGuideforLAInvestmentAdvisors.com
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
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
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Tip #1: Implement a Disaster
Recovery Solution
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
FPA BDR: A popular business
recovery suite
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
FPA BDR prevents information
corruption and loss and
maintains access to critical
systems while disaster recovery
work takes place
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Features:
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Backup files are securely
encrypted using a 256-bit
military grade AES algorithm
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Online data storage at highly
rated data locations across
the country
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Connectivity supplied by
several different providers
with automatic failover
capabilities
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Fail-over to virtual servers
within an hour, ensuring
timely business continuity
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Tip #2: Use Risk Assessment
Software
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
SecureWatch:
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
A complete Enterprise
risk management suite,
SecureWatch assists IT security
professionals in developing
guidelines for evaluating risks,
identifying opportunities,
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
and making informed decisions
on how to treat certain risks
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Features:
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Web-based interface
can be accessed on any
device, supporting mobile
risk management
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Provides current threat data
from the industry’s most
reliable source, including
risk scores for over 140
countries
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Data is stored in an
encrypted format on its
servers, keeping it secure
and safe from intrusion
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• A ‘heat map’ provides
up-to-date developments
on any serious risk culture
based on metrics and
analytics
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Tip #3: Adopt an Incident
Management and Notification
Technology
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Clearview:
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Clearview supports
the entire BCM lifecycle
with impact analysis,
thorough risk assessment
and plan development,
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
and quick incident notification
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Features:
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Comprehensive
questionnaire wizard
formulates an incident
management plan that’s
tailored specifically for the
end user’s business situation
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Contains an email and SMS
Mass Notification system for
rapid connection to crisis
team managers
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Each plan contains activity
steps, or simple checklists
of what needs to be done
and when
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Administrators can put
together 'virtual whiteboards'
so all crisis team members
can log incident issues
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Bottom Line
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
With important and confidential
client information on the line,
careful attention must be paid
to contingency planning, data
security, and risk management
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Does your investment firm
have any business contingency
plans in place?
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
If so, how effective do you think
they are?
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Let us know your thoughts
in the Comments box below
Copyright © FPA Technology Services, Inc.
Learn How to Protect Your Firm’s Technology
With the Right IT Service Provider
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Now at http://www.TechGuideforLAInvestmentAdvisors.com