Financial Services
Fiduciary-grade security
without enterprise friction.
Your clients trust you with their financial lives. Your IT posture should match that trust — without slowing the firm down or surprising you at renewal.
FTC Safeguards program
A documented, operated information security program that holds up under examination.
Email & wire-fraud defense
Conditional access, impersonation protection, payment-change verification controls.
Custodian & vendor integrations
Secure access to portfolio, custodian, and CRM platforms with proper identity hygiene.
Client data confidentiality
Encryption, DLP, and access reviews built around fiduciary responsibility.
Business continuity
Tested recovery procedures so market hours never depend on hope.
Audit-ready evidence
Quarterly evidence packages your compliance team and insurer can rely on.
Before your next renewal
Evaluate Your MSP Before
Renewing Another Contract.
A 45-minute executive review. No sales pitch. You walk away with a written snapshot of risk, exposure, and what a quiet, structured transition would look like.
What we surface
- Hidden cyber risk
- Unmanaged SaaS exposure
- Duplicate software spending
- Operational blind spots
- Weak security controls
- Transition risk assessment
- Support inefficiencies