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About Us

FinWorld offers financial industry leaders a tool to support their customers in a secure, easy way

FinWorld provides a secure device accessible solely through our intranet portal to view and manage important personal wealth, assets and essential documents.

This is a digital vault combined with a secured

device to safeguard private information and is an easy way to transfer all your important data to your heirs when they will need it most with our simple transfer of access form.

Why FinWorld?

Why the Need for FinWorld:

  1. Over 30 years of financial planning seeing the same problem happening over and over
  2. Spouses struggling to take over and manage the family's affairs after the death of a partner 
  3. Children struggling to find everything needed to manage and settle an estate 
  4. Out of state executors  with limited time to find everything needed to manage and settle the estate 
  5. Secure way to store sensitive documents and conduct financial business electronically 

How Safe Is It?

Compliance Standards

Compliance Standards

Compliance Standards

 Best industry practices are followed, utilizing layered security protocols and top-of-class lines of defense.

Firewall Defense

Compliance Standards

Compliance Standards

Firewalls provide a protective barrier between the intranet and the internet.

EndPoint Security

Compliance Standards

Data Encryption Standard – Firewall

 Network security architecture that offers advanced threat protection. 

Discover, investigate, and respond to attacks on endpoints and servers.

Data Encryption Standard – Firewall

Data Encryption Standard – Firewall

Data Encryption Standard – Firewall

The Data Encryption Standard (DES-AES256) uses a same-key concept to encrypt and decrypt a message– so both the sender and receiver must have access to the same private key.

Security Breaches - Firewall/EDR

Data Encryption Standard – Firewall

Security Breaches - Firewall/EDR

In the event of spam, phishing, spyware and malware, FinWorld utilizes various monitoring tools, and on-demand/on-event packet capture appliances exist to track details of the network.

Viruses – EDR

Data Encryption Standard – Firewall

Security Breaches - Firewall/EDR

FinWorld incorporates endpoint detection and response security tools to secure our infrastructure and deliver real-time visibility, analysis, protection and remediation for endpoints.

Multi-factor login

FinWorld Intranet Security

We restrict access to sensitive information using a series of integrated role-based files and page permissions on a regular basis Information can only be accessed by IP address, device, username and password. 


In the event a device is stolen or misplaced, that device can be remotely wiped and replaced.

  

FinWorld also leverages:

  • Encryption (AES or TLS 1.2(3) and Secure Socket Layer (SSL) technology. 
  • VPN services incorporate End-to-End Encryption to ensure two-way communication 
  • Cloud Encryption is on the horizon 



Different Types of FinWorld Intranets

INTRANET

INTRANET

INTRANET

A private, online, internal communications network accessible only to FinWorld broker dealers, brokers and their clients.

EXTRANET

INTRANET

INTRANET

A closed private network only
accessible to select external parties that FinWorld validates are safe and  linked  for direct communication and collaboration for the broker, broker dealer and end user.

PORTAL

INTRANET

PORTAL

A gateway with a public-facing web page that allows the intranet/extranet to connect with broker dealers, brokers and their clients.

 The portal can only be accessed on the

user’s FinWorld device, using personalized credentials with a unique user ID and password.

Why Is This Important?

Personal attacks are up over 100% on the 55-plus population as of 2023.

 This group of people are targeted because they have the money and are not as computer savvy. 

Old Targets

Old Targets

Old Targets

  • Hospitals 
  • Oil companies 
  • Big companies 
  • Ransomware for crypto

New Targets

Old Targets

Old Targets

  • Mom and Dad 
  • Grandma and Grandpa
  • Great Grandma and Grandpa
  • Non tech savvy computer users who have the money 

What Does It Look Like?

The FinWorld intranet look and feel is simple – and that’s the intent. Our goal is to have a simple user interface to provide an easy and secure environment to access and conduct financial business.  

 

No one-size-fits-all intranet solution: 

Each broker dealer has the ability to select services and choose what works for them via an administrator panel.


Brokers 

Brokers use FinWorld  

to help clients organize information, access accounts and collaborate with clients in a secure environment. 


Broker Dealers

Broker dealers use FinWorld to engage brokers with targeted, patented, secure, customized and unique devices that are exclusive to the broker dealer relationship. 


Copyright © 2025 FinWorld - All Rights Reserved.

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