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We’re on a mission to help eliminate cyber threats from the IT systems of home offices, field offices, advisors, and investors. Our financial services cybersecurity experts support audit, compliance, and IT teams through cybersecurity challenges, from assessment to remediation to ongoing monitoring – to provide the best cybersecurity for wealth management firms.
We help Broker-Dealers and RIAs implement cybersecurity solutions, regardless of size or complexity:
With SEC/FINRA compliant cybersecurity guidance and services from Docupace, in conjunction with Security Snapshot, firms can reduce capital expenses, eliminate the need for in-house security staff, and help ensure their critical systems and data are protected from cyberattacks. cybersecurity solutions for wealth management
With automated scanning tools and manual assessment techniques, our security experts conduct a thorough system assessment that includes the following:
Following a comprehensive vulnerability assessment, we’ll help you take the next steps toward securing your IT systems. These services include:
Maintain awareness of any new security issues with automated continuous monitoring and reporting. Our cybersecurity for wealth management services include:
“The team really understand financial services and cybersecurity. There are plenty of vendors for cybersecurity, but few were as insightful as Jay and team when it comes to applying it to financial services. They really helped us monitor the field and create appropriate policies for our organization.”
