Business Continuity and Information Security is a top priority for Kimerling & Wisdom. Our goal is to ensure our continued ability to serve our clients and to protect their financial information.
The firm has established a structured approach designed to ensure that the firm is prepared should a business disruption occur. This approach addresses business disruptions of varying scope and severity, which may include disruptions that could affect our building, our staff or our system and data.
SYSTEMS AND DATA
Systems and Data continuity and recovery focuses on restoring the firm’s core infrastructure including networking, applications and other shared technologies to ensure the continuation of critical system processing. Data is backed up daily and is stored off-site in a different geographical location to increase the opportunity for data recovery.
We own dedicated (non-shared) equipment within our offsite data center. Desktop applications and data can be virtually restored or accessed from our this location on-demand.
REMOTE ACCESS
Remote access technologies are utilized to allow staff members to work from a remote location, when needed.
PHONE SYSTEM
Our phone system is internet-based (VoIP) which means that it does not rely on any physical equipment located in any one location to operate. The system only requires access to the Internet to function. Mobile applications are also available which allow us to use our phone extensions from anywhere, if needed.
SECURE DOCUMENT STORAGE
We utilized the SIFTSORT.COM Secure Document Vault platform for secure collaboration with our clients. This platform allows us to securely exchange client files using a shared folder or secure email platform. We are able to securely access, store and share client documents from anywhere.
MANAGEMENT COMMITMENT
We are dedicated to the continued efforts to improve and reassess our Business Continuity policies to ensure that our approach aligns with standard industry practices or any regulatory policy which may cause us to periodically change our methodologies.