EMPOWERING ADVISORS WITH CUTTING-EDGE DATA SECURITY

UPTIQ is committed to safeguarding your client's sensitive information with our industry-leading data security practices and platform controls.
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Multi-Factor Authentication

PROTECT SENSITIVE INFORMATION WITH MULTI-FACTOR AUTHENTICATION (MFA)

UPTIQ supports enhanced multi-factor authentication using temporary one-time PINs generated by common authenticator apps such as Google Authenticator, and enforces MFA at login, password change and to confirm privileged user actions, based on your security policy.
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Security Policies

ENSURE SUCCESSFUL REGULATORY EXAMS AND IT AUDITS WITH CONFIGURABLE SECURITY POLICIES

UPTIQ enables financial advisors to configure security policies that align with the firm's Information Security policies. By enforcing configurable authentication controls, including password complexity, password expiration, password lock, multi-factor authentication (MFA) and single device authentication, as well as application controls, such as session and inactivity timeouts, UPTIQ exceeds SEC, FINRA and FFIEC platform security guidelines.
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Deployment Options

MULTIPLE DEPLOYMENT OPTIONS AND SECURITY LEVELS TO MEET YOUR NEEDS

UPTIQ offers multiple deployment options depending on your information security posture. Whether your firm is looking for full platform control or a managed service, UPTIQ provides optional physical separation at an instance level, physical separation at a tenant level or logical tenant separation.
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