Okta helps Fieldpoint Private raise the financial services bar
in assets to keep secure
people on the IT staff
happy high-net-worth client families
savings in annual development costs
- Identity management for the ultra-high-net-worth
- Website as ultimate financial services tool
- The goal: World-class services. 100% cloud
Fieldpoint Private selects Okta to power and secure their client and employee platform.
Okta helps Fieldpoint Private connect cutting-edge financial services applications to its website so that clients and employees alike can manage their holdings or do their work.
Fieldpoint Private makes plans to connect 94 more applications to its website, streamlining workflows even further, and securing client holdings against even worst-case disaster scenarios.
Okta has been fantastic. It’s an SSO and MFA platform for both client platform and our corporate intranet, which are one and the same.
Chief Administrative Officer, Fieldpoint Private
Exclusive financial services for an exclusive clientele
Fieldpoint Private, a wealth advisory and private banking firm serving high-net-worth families and individuals, opened its doors in the spring of 2008. Its founders, a group of 31 business leaders comprising a “Who’s Who” of the financial community, realised that large, public financial institutions weren’t serving them well. So they built something different.
Their timing couldn’t have been better. The firm differentiated itself by offering unbiased advice at a time when the investment community was awash in “pay-to-play” deals and proprietary products. The sky was the limit. What they wanted, they built.
One thing Fieldpoint Private clients wanted was to collect all of an individual or family’s holdings within a single dashboard tool, so that the firm’s advisors could do their wo