Case Study: Lincoln Investment achieves secure, MFA-protected access and simplified identity management with OneLogin

Lincoln Investment Empowers Financial Advisors, Secures Access with MFA and Identity Management

Lincoln Investment, a wealth management firm supporting 450 employees and an external network of 1,100 financial advisors (serving 320,000 clients) with its AdvisorLinc portal, faced heightened regulatory scrutiny and a need to modernize access to sensitive client and application data. Relying on Windows AD with simple username/password access, the company wanted a single‑pane, role‑based access model that preserved ease of use for advisors while adding stronger security and multi‑factor authentication (MFA).

Lincoln deployed OneLogin’s IAM platform—syncing AD, adding MFA, and building custom SAML connectors for in‑house apps—using a phased rollout with OneLogin Professional Services and careful role mapping. The result was rapid field and office adoption, simpler IT administration, faster provisioning/offboarding, smoother compliance (including Smarsh integration), and a scalable identity foundation to support planned growth.

Lincoln Investment

Guru Rao

VP Application Development