Technology and Administration


From practice management software to platforms to client relationship management, there’s technology for all your needs. However, making it work in practice is another challenge.

FundsNetwork have created a number of materials to help firms keep their business safe.


  • The 12 security-related questions firms should be asking their platform partner
    FundsNetwork have created a checklist to help your due diligence around keeping your clients' data and assets safe.
    Download now

  • 10 steps to protect your business from a cyber attack
    Easy and effective ways to reduce your firm’s exposure to cyber attacks based on guidance from the National Cyber Security Centre.
    Download now

  • Do your passwords pass the password test?
    Passwords are an obvious way to prevent unauthorised access, although they need to be strong, robust and, ideally, unique to be effective. To encourage password best practice within advice firms, FundsNetwork have highlighted some important tips.

  • Email hacking customer stories
    To highlight how criminals can operate, FundsNetwork have detailed two customer stories. These are fictitious accounts but closely resemble actual fraud cases.
    Download now

  • Top six ways to spot a phishing attack
    Phishing is an attempt to gather personal information or to compromise technology for the purpose of financial gain or malicious activities. Every day millions of phishing emails are sent out to unsuspecting victims all over the world. Here are some tips on how to detect them.
    Download now