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The most important aspect of cyber risk management is the structure of the pre-breach and post-breach services that are provided to help avoid and, if necessary, respond to, a breach.
OpenInvest’s Optimus platform is designed for advisors who want to differentiate their businesses by providing customized, ESG-responsive portfolios, says co-founder Josh Levin.
The firm’s new account opening system, out this summer, will reduce the number of fields clients have to fill out by 25 to 35 percent, making transitions speedier.
