Compliance can be overwhelming
Ensure compliance without having to be an expert
Provide compliance for anything technology related for advisors
Have confidence in your compliance and cybersecurity programs
RIA Compliance is Just One Part of Your Job
Avoid having to figure out RIA risk and cybersecurity compliance yourself
Avoid the reputation damaging and disastrous financial impacts of cybersecurity breaches on your business.
Avoid working with an IT vendor that doesn’t specialize in cybersecurity and compliance for RIAs
Avoid failing OCIE audits which come with significant fines and having to disclose breaches to customers
THE itSYNERGY ADVANTAGE:
A TURNKEY RIA COMPLIANCE SOLUTION
THE itSYNERGY RIA COMPLIANCE SUITE
The platform was built by cybersecurity and compliance experts. The platform not only audits your environment, but also implements a continuous 24/7/365 solution, actively protecting your firm from cybersecurity attacks.
The Platform Ensures
So That You Can
Three Easy Steps to Get Started
Let Us Be Your Guide
Want to Learn More?
Learn the 7 Areas to Make Sure Your Firm is Cybersecure
All RIAs, no matter the size, run the risk of disruptive ransomware attacks, data and intellectual property theft, damage or abuse by disgruntled employees, or financial fraud.