Poison Ivy Scenario: Wealth Management Partners Surveillance

Wealth Management Partners: Investment advisory firm, 120 advisors, managing $2.5B in assets

APT • PoisonIvy

STAKES

Client investment data + Financial privacy + Regulatory compliance + Investment strategies

HOOK

Wealth Management Partners is preparing quarterly client reviews when advisors notice their portfolio management systems showing signs of remote activity - client accounts being accessed after hours, investment strategies being viewed during private meetings, and trading algorithms showing unauthorized modifications. Remote surveillance tools have been monitoring confidential client financial information.

PRESSURE

Quarterly client meetings this week - investment data breach threatens client trust and SEC compliance

FRONT • 120 minutes • Advanced

Wealth Management Partners: Investment advisory firm, 120 advisors, managing $2.5B in assets

APT • PoisonIvy

NPCs

• Managing Director Robert Kim: Overseeing client portfolio management with compromised investment systems showing remote surveillance
• Compliance Director Amanda Foster: Investigating potential client data exposure and SEC notification requirements
• Senior Advisor Michael Chen: Reporting remote access patterns affecting client account and investment strategy systems
• Cybersecurity Consultant Sarah Martinez: Analyzing RAT indicators and financial data protection requirements

SECRETS

• Investment advisors clicked on fake SEC compliance emails during quarterly preparation
• Unauthorized parties have remote surveillance of client investment accounts and trading strategies
• Confidential client financial information and proprietary investment algorithms have been accessed