Special Offer for Small RIA Firms
Cybersecurity & IT Support for 1–6 User Firms
Flat Price: $249/user/month
No onboarding fees.
What’s Included:
- Microsoft 365 Business Premium
- Enterprise-grade Password Manager
- Managed Antivirus
- Security Awareness Training & Simulated Phishing
- Advanced SPAM Filtering
- 24×7 Security Operations Center (SOC) Monitoring
- Managed Multifactor Authentication (MFA)
- Zero Trust Endpoint Protection
- Web Content Filtering
- Help Desk Support (M–F, 8 AM–5 PM EST)
Why It Matters for Your Firm:
Smaller advisory firms often run lean – but the SEC holds you to the same cybersecurity expectations as the largest RIAs.
This package is designed to help you:
✅ Protect your reputation by reducing risk of breaches or account compromise.
✅ Meet SEC cybersecurity guidelines with written policies, training, and managed security controls.
✅ Focus on your clients while we handle IT complexity and compliance safeguards.
Promo Requirements:
• Firm size: 1–6 users
• Windows-based PCs (no Mac’s at this time)
• Using Microsoft 365 for email and file storage
If you do not meet these requirements but need support, we welcome to reach out – if possible, we will tailor a promo to meet your needs.
Book Now to Learn More: https://go.appointmentcore.com/FinGardePromo
Managing Your IT Compliance Goals Doesn’t Have to Consume Your Life
Meeting SEC and FINRA cybersecurity expectations is critical – but it doesn’t need to overwhelm your team or distract you from serving clients. We specialize in helping RIA’s simplify compliance through secure, managed IT systems.