Maintain Essential Tool and Data Security

Regular assessment of data security, privacy and access controls is critical to a firm’s well-being. It can help find areas of weakness and offer solutions to repair before it’s too late.


A turnkey advisor platform came to us when it needed to improve its overall cybersecurity program. Its firewalls were implemented, configured and monitored inconsistently and they didn’t have consistent cybersecurity education or policies.  

How We Solved It

After a careful assessment of the current state of the firm’s cybersecurity, we worked with its existing vendors to improve the implementation and monitoring of firewalls and brought in a new vendor specializing in cyber security policies, oversight and education to fill in the gaps in those areas.  

Value Delivered

With a stronger program that offers more consistency and better monitoring, the firm’s risk is reduced and more employees understand how to protect systems and data.

Need help maintaining essential tool and data security? Contact us to design your digital client journey.