How Wealth Management & Retirement Firms Can Enhance Client Protection with Iris’ API Suite

Estimated Reading Time: 3 Minutes

High-net-worth individuals and retirees face unique cybersecurity challenges that go far beyond typical consumer concerns. As a wealth management advisor or retirement planning professional, you understand that your clients aren't just protecting a checking account — they're safeguarding decades of accumulated wealth, multiple properties, investment portfolios, and complex financial structures.

The stakes are higher for affluent clients, and so are the risks. Sophisticated fraudsters specifically target wealthy households, knowing that successful attacks can yield substantial returns. Meanwhile, your clients value their time above almost everything else, making the prospect of spending weeks resolving identity theft issues particularly distressing.

Your role extends beyond investment advice and financial planning — you're a trusted guardian of your clients' economic security. By integrating comprehensive identity protection services directly into your client experience, you can differentiate your practice while providing genuine value that aligns with your fiduciary responsibility.

The Iris^® Powered by Generali Identity Protection API Suite enables wealth management and retirement planning firms to seamlessly embed identity protection tools into their client portals, creating a comprehensive security ecosystem that matches the sophistication your high-value clients expect.

Key Takeaways

High-net-worth households are prime targets for fraud and can face disproportionately large losses.
Fraud resolution takes an average of 10 hours — time that wealthy clients particularly value.
Iris' API solutions can be customized to match your brand and presented as simply as needed for retirement-age clients.

Retirement Financial Planning and Wealth Management

Within the financial world, those in the realm of financial planning, estate management, or retirement should especially consider the Iris Identity Protection API Suite.

There are numerous good reasons for wealth management advisors to offer identity protection:

Higher-wealth households are common targets of fraud and can face large losses.
Wealthier individuals prize their time highly. On average, fraud takes 10 hours to resolve – or much longer, depending on the complexity!
High-net-worth consumers worry about the security of their assets – such as real estate properties, especially if managed by someone else.

Integrate Simple, Friendly Tools into Your Retirement Planning Web Experience

The Iris Identity Protection API Suite gives you the flexibility to choose as many or as few solutions as you need, and to present them as simply as you wish – making a big difference for a retirement-age customer base.

5 API Mockup - Home Title - List of Monitored Properties - DESKTOP

Associate your wealth management brand with visibility and safety

The Iris Identity Protection API Suite enables you to present the underlying protective tools using whatever language and design best reflects your relationship with your audience.

6a API - MRE Customer Account Summary - DESKTOP smaller

Explore the 3x Award-Winning Iris Identity Protection API Suite

As you consider what exactly you’d like to offer your customers and which elements are most important to you, the Iris API Suite may or may not be the right user experience option for your business.

That’s where our team comes in. If you have questions about what can be done with the Iris API Suite or would like more details about the platform, get in touch today. We want to hear what you have in mind!

Ready to deliver more than financial and retirement planning services?

Contact us to learn how Iris’ Identity Protection API Suite can help your business deliver seamless, integrated identity and personal cyber protection.

Let's Get Started