Importance of our Clients' Data Security
Firm UpdatesProtecting our clients’ financial data is a top priority. Our planning platform (eMoney Advisor) uses advanced features to ensure your information is always safeguarded, addressing common concerns around digital security.
How Your Data Is Secured
Each client has a unique username and password; accounts are locked after three failed login attempts, protecting against unauthorized access.
The system uses 256-bit Secure Socket Layer (SSL) encryption—twice the strength used by many banks—to scramble and protect your data.
Ongoing third-party testing identifies and addresses security vulnerabilities, using industry leaders in security audits.
Two-Factor Authentication (2FA)
At registration, clients must enroll in 2FA, adding a crucial layer of security by requiring a one-time code sent to your phone along with your password.
Two security levels are available: Standard (PIN only for risky logins) and High (PIN for every login).
If your primary phone is unavailable, you can add a recovery number or contact us for one-time access support.
Additional Safeguards
The software is strictly non-transactional—no withdrawals, transfers, or trading can be done, further reducing risk.
Security protocols also feature firewalls, intrusion detection, routine audits, and continuous monitoring, 24/7.
These measures reflect a strong commitment to keeping your information private, safe, and secure—so you can focus on what matters most: your financial future.
Additional resources on how Boulevard Wealth Management and eMoney Advisor protect our clients' financial data: