IT for brokers who carry
clients' finances on a laptop.
Small broker offices and mobile brokers working from laptops and phones handle bank statements, payslips and ID every day, and settlement emails are a favourite target for fraud.
What we know about brokers
Where a deal can go wrong.
Problem: A fake email asks a client to send settlement funds to new bank details.
How we help: Email filtering and anti-phishing, sign-in protection, and security awareness training so your team spots the request.
Problem: A mailbox password is stolen and someone reads your client emails.
How we help: Multi-factor sign-in and conditional access on Microsoft 365.
Problem: A laptop or phone with client ID and bank statements is lost.
How we help: Managed devices, encrypted, and able to be locked and wiped remotely.
Problem: Client files live in one inbox or on one laptop.
How we help: Shared storage in Microsoft 365 with backups that are tested.
For your brokerage
Built around client trust.
Email security
Filtering for phishing and fake payment requests before they reach inboxes.
Multi-factor sign-in
On every email and Microsoft 365 account.
Device encryption
Laptops and phones encrypted and managed, in the office or on the road.
Backups
Client documents and email backed up, with restores tested.
Privacy and data breaches
Help with the IT side of the Privacy Act and a plan for the Notifiable Data Breaches scheme.
Aggregator and lender requirements
Your IT set up and run to meet your aggregator's and lenders' security and operational requirements, with the evidence ready when they ask.
Questions
Straight answers.
Something else? Call 1800 468 379.
Do you support our broker software?
No. Broker platforms are usually provided and supported by your aggregator, and we do not support them. We look after everything around them: the computers, phones, email, Microsoft 365, security and network they run on, so when something breaks we can tell you quickly whether it is ours to fix or theirs.
How do you help stop payment-redirection fraud?
Email filtering and multi-factor sign-in make it harder to fake or take over your mailbox, and security awareness training teaches your team to confirm bank details by phone before money moves.
What happens if client data is exposed?
We help you contain it, work out what was affected and gather what you need to decide whether it must be reported under the Notifiable Data Breaches scheme.