Do I need a privacy screen?

If your office has foot traffic or client meetings in shared spaces, yes. Privacy screens prevent shoulder surfing of sensitive financial data. They attach directly to the monitor.

How should I handle client document storage?

Digitize with encrypted, searchable PDFs. Store in a SEC/FINRA-compliant document management system with audit trails. Never store sensitive documents on unencrypted portable drives.

Best Setup for Financial Advisors 2026