External provider selection

1847Financial | HTK financial professionals (FPs) who use laptops or other mobile devices for firm business are responsible for the security of the devices and the information contained on the devices. 

There are free resources as well as external technology service providers who can offer security for information, computer and cyber activities. It is your decision on which solutions and services could be the best fit for your business model. View the guide to external partners below, which includes solution providers that financial professionals have shared they are either currently using or considering using for information security purposes. Always be diligent by researching the reputation of a prospective vendor, service or application before signing a contract or signing up for a service or application.

• GUIDE TO EXTERNAL INFORMATION SECURITY PROVIDERS 
  

Understanding threats and best practices to protect

Staying up to date with ever-changing regulatory and technological environments can be challenging, but education and awareness is one vital step to help you protect your business and your clients. Penn Mutual Information Security has developed the following materials to help educate you and make you aware of cyber threats and how to identify them, as well as ways to mitigate risk and stay vigilant. 

All materials in this section are for financial professional and staff use only.

Reference guides on popular topics

Review the following from start to finish for a comprehensive review of best practices, or choose the guide based on a specific topic:

• 1. TOP CYBER THREATS AND SCAMS TO LOOK OUT FOR
• 2. GUIDE TO PASSWORD MANAGERS
  
• 3. UNDERSTANDING ENCRYPTION
  
• 4. WHAT TO CONSIDER WHEN SELECTING OR USING A THIRD-PARTY VENDOR
  
• 5. WHAT IS A SOC2 REPORT
  
• 6. VERIFICATION AND OTHER SECURITY TO PROTECT YOUR BUSINESS
  
• 7. INFORMATION HANDLING BEST PRACTICES
  
• 8. ONLINE LOGIN BEST PRACTICES