SecureDock was founded by advisors, for advisors with the goal of reducing the risk that advisors face when working and communicating with clients and associates – what is today called Risk Management.
The SecureDock platform is a secure, internet-based software system that provides advisors and their clients with the ability to securely transmit, store and access strategic documents from any internet connected computer or device, anytime, anywhere. SecureDock solutions protect crucial records while simultaneously improving workflow, increasing client retention, and keeping confidential client information safe from prying eyes, fraud, and theft.
How We Got Started
Founded in 2007, SecureDock was an early pioneer in developing proprietary software aimed at providing individuals with a better way to store and access essential documents online at all times, while also making sure that those documents were being stored in the most secure manner possible.
Additionally, the founders later learned that clients were not only in need of a secure way to store their essential documents, but were also in need of a better and more secure way to transmit large file sets. For this reason, SecureDock now offers a robust suite of proven risk management tools that focus on accomplishing both of these tasks.
Between 2005 to 2014, an estimated 625 million sensitive records have been leaked in data breaches. Some of these records have been used to commit identity theft and fraud against the exposed victims.
Data breaches can occur in various types of institutions in a number of ways. Some breaches are purely accidental, such as employee error, or accidental email/internet exposure of information. More importantly, hackers may attempt to find and exploit specific vulnerabilities within your computer system or network to gain access to valuable information. And for this reason, it is now the responsibility of everyone in the organization to start protecting the sensitive information sent between clients and associates, especially when dealing with documentation containing confidential client information.
Using state-of-the-art encryption methods, SecureDock Solutions help minimize these risks while making it easy for you and your clients to stay protected against ever-evolving cyber threats.
“It is better to be safe than sorry.”
Always be Client Advocates
To provide institutions, advisors and their clients with a safe harbor for secure documents, and secure file transfer
Listen to our clients, and the market, and watch emerging technology to deliver effective and secure platforms that the market requires
Professional Service Process
Listen – Ask – Understand – Act
Our Competitive Advantages
Reduced Costs – Imporved Client Retention – Risk Management
Simple and seamless
Donna Wertz, Chief Executive Officer
Sean McRoberts, Chief Technology Officer
Eric Couch, Chief Architect
Madison Bristol, Director of Sales
Alex Teubert, Professional Services Manager
Richard Martin, Corporate Development
Alan Boal, Corporate Development