Nearly every tech provider knows an advisor will ask the same old data security questions limited to SOC 2 reports. 

But that's not good enough when protecting your client's data, said executives of top tech firms Advyzon, Kwanti and Softlab 360 and consultant The Oasis Group. During the roundtable discussion, these tech gurus also warned against too quickly jumping into AI. 

You can find their data security tips here, and much more at Financial Planning. 

And don't forget our upcoming conference dedicated to AI, ADVISE AI, this Oct. 9-10.

Feel free to reach me at rachel.witkowski@arizent.com.