Greytwist Cybersecurity Governance Platform

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Greytwist has designed a cost-effective Cybersecurity Compliance platform that help firms develop strong practices to mitigate data privacy risks. Our solution offers a systematic approach to assist your organization in taking the appropriate steps to managing your clients' sensitive information.

  • Understand your data: Mapping employees' access to vendors and sensitive data elements reduces your risk of a data breach, improve organizational efficiency, and rectify data with ease.
  • Vendor Due-Diligence: Annually updated vendor assessment ensures top-quality partnerships and eliminates uncertainties around your vendors' security and data privacy programs.
  • Mitigate Risk: Address one of your biggest risks with unlimited access to training modules for employees, access to a library of customizable policy templates and detailed reports for auditors, partners, and clients.

About Greytwist, LLC

Greytwist was founded on the simple principle to help transform how financial professionals safeguard their most important asset, their clients' PII and financial information. Greytwist's Data Governance platform is designed with the non-technical user in mind, resulting in a purpose-built and intuitive data privacy application.

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Compliance, Cybersecurity
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Serving RIAs Since

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API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.