Privacy Shield
Privacy Shield
Protect confidential information when someone approaches or you step away.

Why firms use it.
01
Protect client data
Hide confidential information when someone approaches or you step away.
How it works: three simple steps.
01
Turn it on
Activate Privacy Shield with one click.
Questions
It is a staff feature.
More in Compliance & Security.
See Privacy Shield in your firm.
A 20-minute demo tailored to your workflow, or start a 14-day trial. Submitting a request does not charge a card.
