HOW WE PROTECT YOU
Security, Technology
& Compliance
In an ever-evolving digital landscape, we understand the critical importance of safeguarding our clients' interests. Our dedication to advanced compliance protocols, cutting-edge technology, and robust security measures ensures that every aspect of our operations reflects the highest standards.
This unwavering focus allows our clients to have confidence that their data, investments, and future are in trusted hands.
OUR SOLUTION
Advanced Reporting, Data Integrity & Security
Multi-Currency, Multi-Asset Solutions & Reporting
“By 2025, global assets under management are projected to surpass $145 trillion, driven by increasing demand for multi-asset solutions and real-time reporting.”
We provide comprehensive portfolio oversight through platforms designed for high-net-worth individuals, family offices, and investors. By leveraging the capabilities of Netwealth, Morrison Securities and Generation Life, our clients enjoy:
Real-time, multi-currency portfolio reporting
Seamless access to multi-asset solutions
Bespoke reporting tailored to individual preferences
Why It Matters:
Timely and accurate reporting empowers you to make informed investment decisions while ensuring your wealth aligns with your goals. Having access to diverse asset solutions provides the flexibility to navigate dynamic financial markets.
Reporting and Data Aggregation
“The global financial landscape is shifting rapidly, with over 75% of HNW individuals demanding more customized and 24/7 accessible reporting solutions.”
Our Netwealth-powered reporting ensures:
Comprehensive portfolio and tax insights available online, anytime
Fully customizable reports tailored to your unique requirements
Seamless integration of your entire wealth picture across asset classes
Why It Matters:
Customizable, 24/7 reporting allows you to maintain complete visibility over your wealth, fostering confidence and enabling proactive financial management.
Asset Security
“With global cybersecurity breaches increasing by 13% annually, the need for robust custodial solutions has never been more critical.”
At York Wealth Management, we partner with trusted custodians, including and not limited to Netwealth, Morrisons Securities and Generation Life, to safeguard your assets. These partnerships ensure:
Your assets are held securely in highly reputable custodial networks
Independent custody that mitigates institutional risk
Peace of mind through partnerships with the most secure custodians in the market
Why It Matters:
By leveraging industry-leading custodial services, we ensure your assets are secure, allowing you to focus on achieving your financial goals without unnecessary risk.
Cybersecurity and Data Protection
“By 2025, AI-driven cyber threats are expected to account for over 50% of cyberattacks worldwide.”
We proactively address these risks by:
Partnering with Zoho to provide unparalleled data protection
Employing AI-driven security systems to detect and neutralize threats
Conducting regular audits to ensure compliance with the highest security standards
Why It Matters:
Cybersecurity is integral to protecting sensitive information and maintaining the trust you place in us. Our cutting-edge security protocols ensure that your data is safeguarded in an ever-evolving threat landscape.