Complete Cybersecurity and IT Support for SEC-Registered RIAs

CyberSecure Max is our most comprehensive cybersecurity and support plan.

Designed specifically for SEC-registered RIAs, it combines advanced cybersecurity protection with unlimited support to help firms meet growing security expectations while reducing technology stress.

If cybersecurity is keeping you awake at night, Max was built for you.

The Security Your Growing Firm Deserves

As your firm grows, cybersecurity becomes more complicated.

More employees.

More devices.

More vendors.

More regulatory expectations.

More opportunities for something to go wrong.

CyberSecure Max provides the tools, monitoring, support, and expertise needed to help protect everything you've built.

Everything Included in Max

Unlimited Support

Technology issues shouldn't interrupt client service. Max includes unlimited support for Apple, Microsoft, and Google environments, giving your team a trusted resource whenever issues arise.

24/7 Security Operations Center

Our security professionals continuously monitor your environment for suspicious activity, helping identify and respond to threats before they impact your business.

Secure Network Access

Today's advisors work from offices, homes, airports, and client locations. Secure Network Access creates a protected connection wherever work happens.

Advanced MFA Management

Multi-factor authentication is one of the most effective security controls available. We help configure and manage MFA across your firm's critical systems.

Annual Vulnerability Assessments

You can't fix what you don't know exists. Regular vulnerability assessments help identify weaknesses before attackers find them.

Content Filtering

Malicious websites remain one of the leading causes of cyber incidents. Content filtering helps prevent access to dangerous sites before problems occur.

Mobile Device Management

Protect firm data across laptops, tablets, and smartphones with centralized device security management.

Application Whitelisting

One of the strongest protections available. Application whitelisting prevents unauthorized software from running on firm devices, helping stop ransomware and malware before execution.

Emergency Cybersecurity Support

When something unexpected happens, speed matters. Max customers receive priority access to emergency cybersecurity assistance when they need it most.

Protect Your Clients. Protect Your Reputation.

A cybersecurity incident can damage more than technology.

It can damage trust.

CyberSecure Max helps you build a stronger security foundation so you can continue serving clients with confidence.

Schedule a Call to Talk About Max Today!

Let's discuss whether CyberSecure Max is the right fit for your advisory firm.

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