What do you see as security or privacy concerns for Cadi?
Cadi Financial Corporation is an organization that provides expert financial investment, tax counseling to high net-worth individuals and privately held business owners and their families internationally and throughout U.S
Recently Cadi transitioned from Windows 95 to Microsoft XP pro. The firm also uses a Customer relationship management package (CRM) and Client Server software that aggregates multiple custodial accounts.
Not all employees are using the CRM or the client server software.
Currently Cadi has too many ways of managing client information. Data is being maintained on Microsoft excel or Access or as handwritten notes. As a result Cadi... View More »