Best AI for AdvisorsWhat is single sign-on?
Abbreviation: SSO.
Short answer
Logging in to many business apps with one firm-managed account, so access can be granted and removed centrally.
Definition
Single sign-on lets staff log in to many apps through one identity provider, such as their Microsoft or Google work account. The firm controls that account, so it controls access to every connected app.
SSO is often included only in business or enterprise plans of AI tools.
Why it matters for advisors
When someone leaves the firm, turning off one account cuts their access to every connected AI tool, recordings and chats included. Without SSO, you're chasing separate logins and hoping nothing is missed.
It also stops staff from creating personal accounts for firm use, which is a common route to shadow AI.
SSO also helps when someone leaves. With SSO, turning off one account cuts access to every connected AI tool at once. Without it, you're relying on someone remembering to close each account separately, and AI tools are easy to forget.
Example
A firm requires SSO for any AI tool that touches client data, which in practice means approving the business plan of its chosen assistant rather than individual subscriptions.
Watch out for
SSO controls who logs in. It doesn't control what they do inside the tool, so you still need permissions and logging.
Related terms
- Multi-factor authenticationRequiring a second proof of identity, such as an app code or security key, in addition to a password to log in.
- Shadow AIAI tools staff use for work without the firm's approval, such as personal chat accounts or unvetted browser extensions.
- Encryption in transit and at restScrambling data so only authorized systems can read it, both while it moves over a network and while it's stored.
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