Case Study: AssetMark achieves secure SSO and seamless identity federation with Forum Systems Forum Sentry

AssetMark Leverages Forum Sentry as a Secure Portal Gateway and SSO Policy Enforcement Point

AssetMark is a leading provider of wealth management and technology solutions. Their challenge was to establish a secure, modern single sign-on (SSO) portal with multi-factor authentication for diverse user groups, while also enabling seamless and secure identity federation with multiple external technology partners. They engaged Forum Systems and implemented the Forum Sentry product as their solution.

Forum Systems implemented Forum Sentry as a secure gateway and policy enforcement point. The solution integrated with internal systems and Okta for MFA, enabling a fast and secure SSO experience. It also served as a SAML identity provider to facilitate seamless federation with external partners. This allowed AssetMark to achieve high customer satisfaction by delivering a robust and secure portal experience for all its users.

AssetMark