Not sure where to start? An assessment shows you what actually needs attention.
Industries
Financial Services
Documented access controls, retention settings and reporting to support examiner, auditor and insurer questions.
How we help
How Retrisa can help financial services firms
Ongoing management through our Basic and Premium plans, focused on what matters most to your firm. See pricing.
- Admin rights kept to a documented few, with MFA on every account.
- Monthly IT health reporting you can put in front of an auditor or carrier.
- On Premium: scheduled security reviews, plus backup with recovery testing on the agreed systems.
What we see
Where financial services firms typically get caught out
- Privileged access management
- Communication archiving
- Third-party vendor risk
- Client data segregation
Often asked about: SEC and FINRA expectations, written information security programs, annual risk reviews. General guidance only, not legal advice.
Let’s build an IT environment you don’t have to worry about.
Start with an IT Health Assessment: a clear, written view of access, devices, business systems and security. No pressure, no obligation, and the findings are yours to keep.
Based in Fort Lauderdale, Florida. Serving growing businesses across Broward County, Miami and South Florida, with remote support nationwide.