IT support and cybersecurity for financial advisors and wealth management firms in Arizona
Protect client trust.Be ready for review.
Advisory firms hold account details, tax returns and estate documents for the people who trust them most. We keep your systems running, protect client data, and help you meet SEC and state cybersecurity expectations.
Call our local team. No ticket required. 480-550-8108What's at stake
Advisors are a prime target
Your clients trust you with their financial lives. Attackers know that, too.
The fake client request
An email that looks like it's from a client asks you to move money or change account details.A taken-over inbox
A stolen password lets someone read client email, or message clients as you.Client data exposure
Account numbers, tax returns and estate documents in the wrong hands.Exams and due diligence
Regulators, custodians and broker-dealers want to know how you protect client data.
Regulator expectations
What regulators expect, in plain English
SEC-registered advisers are covered by Regulation S-P, which was updated in 2024 to require a written incident response program and notice to clients after certain breaches. State-registered advisers face similar expectations from state regulators. We help with the technical safeguards behind your policies.
This is a simplified summary, not legal advice. Your chief compliance officer or attorney can confirm what applies to your firm.
Get a free cybersecurity reviewWritten safeguards
Help documenting the technical controls that protect client information.
Incident response program
A written plan to detect, respond to and recover from an incident.
Multi-factor authentication
On email, remote access and the systems that hold client data.
Email security
Filtering for spoofed client, custodian and vendor emails.
Encryption
Client data protected on laptops and phones, and when it's sent.
Access controls
Access limited by role, and removed the day someone leaves.
Vendor tracking
Help keeping track of the technology vendors that handle client data.
Staff training
Your team trained to verify money movement requests before acting.
Built for advisory firms
IT support that understands how advisors work
Your planning and CRM tools
Support for the computers and accounts your team uses to reach custodian platforms, planning and CRM software.
Advisors on the move
Secure access for advisors working from home, client meetings or the road.
Safe document sharing
Microsoft 365 set up so client documents are shared securely, not as loose email attachments.
Microsoft 365, secured
Email and files set up the right way, licensed through an authorized Microsoft partner.
24/7 security monitoring
A security operations center watching your systems nights, weekends and holidays.
A local team that answers
Call us and talk to a person. We can be on-site in the Phoenix area within an hour.
480-550-8108What clients say
A mortgage branch that stopped losing revenue to downtime
There is absolutely no doubt in my mind that [the team] prevented my mortgage branch from losing significant revenue by eliminating virtually any risk of downtime for us. ... Best of all, [they] explained everything to me in business terms and English, no technobabble!
Pricing
Two plans. No contract.
Unlimited support, on-site visits, staff training, data-loss prevention and our full security package.
See what's includedPrepaid hour blocks, plus $55 per device, per month for security.
Compare plansNo contract on either plan. See full pricing
Questions
IT for financial advisors, answered
Does Regulation S-P apply to our firm?
If you're an SEC-registered investment adviser, generally yes. State-registered advisers answer to state rules instead. Your chief compliance officer or attorney can confirm what applies to you.
Can you help with our cybersecurity policies?
Yes. We help document the technical safeguards behind your policies and make sure they match how your systems actually work. Your compliance officer owns the final policies.
Can you help with an exam or a due diligence questionnaire?
Yes. Our team holds CISSP and CISA certifications. We help you gather documentation and answer the technical questions regulators, custodians and partners ask.
How do you help stop fraudulent money movement requests?
We filter spoofed emails, require multi-factor authentication, and train your team to confirm requests by phone using a number they already have on file.
Do you work with our custodian and planning software?
We support the computers, accounts and networks your team uses to access those platforms, and coordinate with the vendors when something goes wrong.
Will you list our firm as a client?
No. We never publish client names. Knowing who a firm's IT provider is gives attackers a head start on phishing your staff and clients.
Request a free IT assessment.
Here's exactly what happens when you request one:
- 1A 15-minute call about your business and how your IT works today.
- 2A review of your systems, security and backups, with your permission.
- 3A short, plain-English summary of your biggest risks, what an auditor or insurer would flag, and where you may be overspending.
Free, with no obligation. After you submit the form, we call you back the same business day to set up the first call.
Prefer to talk now? 480-550-8108