Modern investment advisers run on technology — and on the trust that technology protects client data. Our IT services keep your systems secure, compliant and operational.
What we deliver
- CybersecurityComprehensive cybersecurity programs — risk assessments, policies, employee training, network monitoring, incident response and vendor management.
- Information SecurityPolicies and procedures to safeguard client data — encryption, access controls, vulnerability management and disaster recovery.
- System AdministrationMaintenance and support for systems, servers, networks and applications — updates, monitoring and user access management.
- Data ManagementBackup and recovery, retention and disposal, and secure transfer of client data.
- Business Continuity PlanningComprehensive BCP development and testing to keep critical systems and data available during disruption.
- Incident ResponseIncident response plans for rapid identification, containment, eradication and recovery.
- Vendor ManagementEvaluation and management of third-party vendors and service providers — due diligence, contract review and monitoring.
- IT GovernanceGovernance policies and procedures — oversight, risk management and reporting.
- Compliance MonitoringMonitoring and reporting on IT-related compliance issues, regulatory requirements and internal policies.
- Training and AwarenessRegular IT security and compliance training for employees and stakeholders.
- Cloud Services ManagementMonitoring cloud services to meet SEC IA requirements for security, privacy and data protection.
