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Newport Advisory Story

Newport Advisory increases efficiency and security.

The money managers at Newport Advisory have built a solid reputation in financial circles by consistently and efficiently helping clients position their portfolios for maximum returns, while managing appropriate levels of risk.

Realizing that reducing risk and increasing efficiency were things they desired for their own day-to-day operations, they contacted Safeguard.

increase efficiency kit

Once meetings were held and challenges defined, Newport's Safeguard consultant recommended:

  • High-Security Checks with cutting-edge security features provide the highest level of defense and support.
  • Safeguard eChecks, the easy-to-use electronic version of traditional checks that are sent safely, securely and immediately via email.
  • Personalized Secure Letterhead helps prevent unauthorized copying or tampering of sensitive business-critical documents.
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Now, though it's invisible to their high net-worth clientele, Newport Advisory runs a smarter, more secure operation that's just as buttoned up as the financial services they provide.

Marketing Fact: Fraudsters often target companies whose payments methods can be most easily breached. If they find security obstacles, they will move on.

2015 Association for Financial Professionals Payments Fraud and Control Survey.

Experience the Safeguard Advantage yourself.
Schedule your free planning session.

Let's talk now. (855) 778-3124

See how your peers use the Safeguard Advantage, including a value-priced custom mix of products, to achieve their goals.

High-Security Checks

Work with your consultant to create the custom product mix that's right for your business.

Multiple imbedded fraud protection features make checks extremely difficult to replicate, alter or copy.

Size: 8½" x 11"

Qty: 1,000

Other product quantities and configurations are available. Ask your consultant.

eChecks

Work with your consultant to create the custom product mix that's right for your business.

Works just like a check because it is a check — one that's instantly and securely emailed from anywhere, anytime.

Qty: 250

Other product quantities and configurations are available. Ask your consultant.

Personalized Secure Letterhead

Work with your consultant to create the custom product mix that's right for your business.

Secure letterhead features help reduce the risk of others tampering with, or copying, sensitive documents.

Size: 8½" x 11"

Qty: 400

Other product quantities and configurations are available. Ask your consultant.

The story, names, characters, and incidents portrayed in this work are fictitious and are provided to illustrate typical relationships between Safeguard consultants and customers. No identification with actual persons, places, and results is intended or should be inferred. Your experience may vary.