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To strengthen Microsoft 365 Data Security for RIAs, you need enforced MFA, controlled file sharing, protected email, tested recovery, and records showing that each safeguard works. Your goal is to protect client information while giving your compliance team clear evidence of how your firm manages access and responds to risk.

For your RIA, use work-grounded Microsoft Copilot for approved internal information and enterprise-protected web chat for public research; your sign-in, product, and settings determine privacy protections. You gain useful support from an AI assistant when you choose the right information for the task and keep client data within your firm’s approved controls.