Wealth Data Monitoring
from Iris® Powered by Generali

The premier wealth protection solution designed specifically for RIAs and their high-net-worth clients. A premium service that enhances your fiduciary responsibility while strengthening client relationships.

Let's Chat

Elevate Your RIA Firm
With Digital Protection

With world-class protection services, award-winning fraud resolution support, strategic account management, and ongoing partner marketing assistance, Iris enables you to integrate comprehensive digital wealth protection seamlessly into your existing services – helping safeguard your clients' wealth while enhancing your firm's value proposition.

IdentityTheftProtection3-ColorScheme3

Identity Monitoring & Alerts

Users enter their data to receive alerts for suspicious activity and monitor their identity, social media, and transactions on an ongoing basis.
CreditCard-ColorScheme1

Credit Monitoring & Alerts

Customers receive detailed notifications of suspicious activities, such as new credit inquiries or accounts. Providing your customers access to their credit report and score is also an option.
Alert2-ColorScheme3

High-Risk Transaction Monitoring

Iris offers real-time alerts of transactions that involve verification of your identity across more than 2,500 of the United States' largest companies so that you can thwart account takeover attempts.
CallSupport2-ColorScheme1-1000

ScamAssist®

ScamAssist is a fraud detection tool with a human touch. Consumers covered by ScamAssist can submit suspicious emails online or call our 24/7 U.S.-based team for help with potential scams, including email, phone, text (SMS), or direct mail.*
House-ColorScheme3

Home Title Monitoring & Alerts

Protect your customers against title fraud by allowing them to continuously monitor their property titles. Customers receive alerts for suspicious activity or changes, ensuring their homes remain secure.

DataProtection1-ColorScheme1

Monthly Risk Report

The Monthly Risk Report is an automated recurring message that keeps consumers informed of their most recent alerts and how to get the most out of their identity and cyber protection program. 
CallSupport1-ColorScheme3-1000

24/7/365 Resolution Services

Iris offers unrivaled identity theft resolution, handling affidavits, creditor disputes, communication with law enforcement, up to $3 million in identity theft insurance, and more!**
Security3-ColorScheme1-1000

Up to $3 Million Identity Fraud Insurance

Help protect your clients against costly financial expenses associated with the resolution and restoration of a stolen identity with up to $3 million in identity theft expense reimbursement.***

Secure Your Clients’ Financial
Information from Hackers

Putting your client first has been your mission from day one - let Iris help you continue to do so. You’re already protecting your clients’ financial assets, what about offering services to help protect their financial data?

Alert2-ColorScheme3

 

 The affluent are 43% more likely to experience identity theft.1
BankBuilding-ColorScheme1

 

 38% of victims closed their accounts due to inadequate resolution at their financial institution where the fraud occurred.2
Clock-ColorScheme1

 

 Consumers spent an average of 10 hours resolving fraud in 2023. In 2022, the average was 6 hours.3
Let's Chat
Iris Device Grouping_3_v2

Fraudsters will use your clients’ stolen financial data to:

withdrawal_equity

Sell on the
Dark Web

Fraudsters can quickly profit by selling your clients' stolen financial data to other criminals on the dark web, where it’s used for various illegal activities.
Spyware1-ColorScheme3

Take Over
Accounts

Criminals use stolen information to gain control of your clients’ bank accounts, credit cards, and other financial services, leading to unauthorized transactions and losses.
Heloc

Rent or Purchase Property

Using your clients’ stolen identities, fraudsters can rent or buy property, leaving your clients with the financial burden and legal complications.
Spyware2-ColorScheme3 (2)

Commit Identity Theft/Fraud

With access to sensitive information, criminals can impersonate your clients, applying for loans, credit cards, and other financial products in their names, causing significant damage to their credit and finances.
Lighbulb Icon Stolen financial data costs your clients their wealth and their identity. Provide your clients with the missing piece of a financial wellness and management program and curb attrition with Iris' comprehensive wealth management protection.

Unlock New Revenue Streams
with Identity Protection

Iris’ premier package will help you fortify client trust, strengthen retention and loyalty, and increase your firm’s revenue. Our clients generate millions of dollars in additional annual revenue after adding Iris’ identity protection program to their portfolio.

As an RIA, protecting your client’s assets is an essential part of what you do. Identity Theft is a major threat to their financial health. Your clients deserve protection, and you can help by offering identity and credit monitoring and alerts, fraud detection, 24/7/365 resolution services, up to $3 million identity fraud insurance, and more – at 50% off retail prices. Add Iris Powered by Generali’s world-class identity protection services to your financial planning program today.

Let's Chat
Schwab_Device_Mockups

1. Silicon Valley Bank, High Profile? High Net-Worth? You’re at Special Risk for Fraud, 2020
2. Javelin Strategy & Research, Identity Fraud Study, 2021
3. Javelin Strategy & Research, Identity Fraud Study, 2024

*Iris® Powered by Generali is not responsible or liable for the availability, safety, accuracy, or effectiveness of the techniques, products, tools, or resources used by Iris Powered by Generali in its ScamAssist® service and customers’ access and use of ScamAssist is entirely at their own risk.

**Localized support based on partners’ region. For example, U.S. partners’ customers have access to U.S.-based Resolution Specialists.

***Iris offers a variety of Identity Fraud Insurance plans. All plans include up to $1 Million in Identity Fraud Expense Reimbursement and Cash Recovery for unauthorized electronic fund transfers from Checking & Savings Accounts or Investment/Health Savings Accounts. Iris also offers an option for upgraded Identity Fraud Insurance with up to $2 Million coverage, Home Title Identity Theft Expense Reimbursement, and Cyber Extortion Expense Reimbursement.

Identity Fraud - Expense Reimbursement, Cash Recovery Aggregate, and Investment & HSA Cash Recovery benefits are underwritten and administered by American Bankers Insurance Company of Florida, an Assurant® company, under group or blanket policies issued to Iris® Powered by Generali for the benefit of its Members. Please refer to the actual policies for terms, conditions, and exclusions of coverage. Coverage may not be available in all jurisdictions. Review the Summary of Benefits at https://www.irisidentityprotection.com/terms-conditions.

Take Your Offering to the Next Level

Ready to enhance your wealth monitoring offering with Iris’ comprehensive wealth management protection? Contact us today to learn how we can help you protect your clients’ assets and identities while growing your revenue streams and building loyalty.

©2025 Iris Powered by Generali. All rights reserved. Privacy Policy