As I have rolled out all the technology in my new RIA, I made a conscious effort to put as much information in the cloud as possible, to give me maximum flexibility. That strategy will also allow my clients to access their financial data in real time and make the planning process flow more succinctly.

Yet I have concerns about security. In having multiple software programs, I have multiple logins to remember -- or, as it turns out, to forget. In pure frustration, I compiled a spreadsheet of my logins and various passwords. But yes, I know, stupid idea. If someone got access to my computer and cracked my main password, they would have full access to all my programs -- and more ominously, to the financial details of my clients.

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