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Written information Security Plan (WISP)

Get started on a robust security plan with a WISP for your business

Awareness Training & Testing

Educate and train your most important last line of defense — your people.

Virtual CISO

Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource

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Lorem Ispum Dolor Software CTA

Wealth management companies are collecting more data about clients than ever before, intending to transform how advisors serve clients. But in the wake of the BlackRock’s massive data leak, questions arise about how well financial services firms are securing sensitive data. With the responsibility of securing client data resting on RIAs, navigating a complex world of increasingly complicated partnerships between firms can be tricky for advisors as breaches come with crippling consequences.

Read Full Article, Written by Sean Allocca of Financial Planning, here

INSIGHTS
What We’re Saying
Feb 20th, 2025
2025’s Compliance Shake-UP: Are you Prepared to Protect your Firm?
Get prepared for sweeping compliance changes coming in 2025. This exclusive webinar, led by compliance expert Leila Shaver, breaks down complex regulations into actionable steps.
Feb 13th, 2025
AI in Accounting: A Tool and a Threat
The rise of artificial intelligence has revolutionized the world of accounting and cybersecurity, presenting both groundbreaking opportunities and unprecedented challenges. There is an increasing demand
Feb 12th, 2025
Cybersecurity & IT: The Key to RIA Survival and Growth
The wealth management industry is at a turning point, where investing in technology is no longer optional—it’s a matter of survival. A recent analysis by
Feb 4th, 2025
The Rising Cybersecurity Imperative for Wealth Managers
Why Financial Advisors must strengthen their cyber defenses now. The financial industry is under siege. With cybercrime projected to become a $10.5 trillion business by
Jan 15th, 2025
Stop a Data Disaster Before It Strikes: Protect Sensitive Client Data Today!
In the first quarter, wealth management firms face a perfect storm of increased activity and heightened cybersecurity risks. Financial planning for the new year, tax
Jan 8th, 2025
The Shocking Reason Top Accounting Firms Are Winning Clients: It’s Not What You Think!
Are you ready to uncover the secret weapon behind the success of top accounting firms? It’s not just about crunching numbers—it’s about fortifying trust through
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