Recent Articles
Email and Text Message Archiving for Financial Advisers: What the SEC Expects
If an adviser or broker-dealer uses a channel for business communications, the SEC expects those messages to be captured, retained for the required period and produced on request. That includes email, Teams and Zoom chat, and text messages, and it ...
Internet Failover: Keeping Your Office and Phones Working When the Connection Drops
Internet failover means your office has a second internet connection that takes over automatically when the main one goes down. Paired with a cloud phone system set up to reroute calls, it keeps email, cloud apps and the main phone number working ...
Your IT Person Just Quit: What to Secure in the First Week
Start with access. In the first week, find out who holds the admin keys to your email, domain, firewall, backups and business apps, move those keys to someone you trust, and confirm your backups actually restore. Everything else can follow a ...
RTO and RPO: How Fast You Recover and How Much Data You Can Afford to Lose
RTO (Recovery Time Objective) is how long a system can be down before the outage seriously hurts your business. RPO (Recovery Point Objective) is how much recent data you can afford to lose, measured in time. Set both for each important system, then ...
Regulation S-P Amendments: What RIAs and Broker-Dealers Must Have in Place
The amended Regulation S-P requires SEC-registered investment advisers, broker-dealers and other covered institutions to have a written incident response program, notify affected customers within 30 days of becoming aware of unauthorized access to ...
Popular Articles
Have you worked with businesses similar to mine?
Almost certainly. We support businesses in many industries, with particular depth in high-compliance fields like financial services and healthcare, and if we haven't worked with your exact type of business, we'll tell you up front. It's a smart ...
What if our business grows? Can your IT services scale with us?
Yes. Scaling with you is built into how we work: as you grow, the amount of support changes, not the provider or the tools your team already knows. Growth is exciting, and it's also when weak IT decisions start costing real money. The setup that ...
How do you support multi-location practices or remote staff?
The same way we support a single office, with the architecture built for more than one location from the start. Every site and every remote employee gets the same identity system, security controls and helpdesk. The common mistake with multi-location ...
MFA / 2FA (Multi-Factor Authentication / Two-Factor Authentication)
MFA (multi-factor authentication) asks for a second proof of identity, such as a code or an app approval on your phone, before anyone can sign in with your password. It is one of the most effective ways to stop stolen passwords from turning into ...
What is your cancellation policy?
No long-term contract required. Managed plans run on a written service agreement that sets the notice process, and when a client decides to leave, we hand everything off cleanly. Your data and documentation stay yours. Nobody signs up for IT support ...
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