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Cyber Security Solutions for Independent Advisors

Right-Sized Cybersecurity Solutions for Independent Financial Professionals

We help Financial Advisors sleep better at night.

We help protect independent advisors and their firms from cyber threats through our technology services and solutions so you can focus on your clients and building your practice, not being a cyber expert.

Our Process

In working solely with Financial Professionals over the last 14 years, we’ve learned that the right answers start with the right questions. 

Our process is broken down into 4 steps:

1

Discover

Understand your current business protections.
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2

Orient

Benchmark your security to industry best practices.
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3

Decide

Design a security plan specifically for your business.
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4

Act

We implement your
action plan.
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We're here to help protect you and your clients with peace of mind.

At Security Snapshot, we understand your challenges as an independent financial advisor. We’ve been in independent financial services security for 14 years and in that time, we’ve seen a lot.  We understand your need for a cyber security program done right. Done in a way that fits your needs and your budget. Both your financial budget and your time budget.

Your Right-fit Cyber Security Solution

Explore Our Pricing Options

We offer affordable and easy-to-use cybersecurity solutions. Our goal is to provide the service you need to protect your firm.  We are not “just another dashboard”, you will be interacting with our onshore team of professionals.

For Your Computers

Core Protection

Price is Per Staff Member*

Contact for more pricing details

CORE FEATURES:

  • Onboarding Security Coordinator

  • Establish Security Baseline

  • Hardware Inventory and Suitability Review

  • Software Inventory

CONTINUOUS MONITORING INCLUDING:

  • Disk Health

  • Disk Encryption Status

  • Operating System Patch Level and Support Status

  • Key Application Patch Level and Support Status

  • Software Firewall Status

INCIDENT RESPONSE SUPPORT:

  • Active Threat Hunting

  • Root Cause Analysis

For Your Staff

Proactive Protection

Price is Per Staff Member*

Contact for more pricing details

CORE FEATURES:

  • Centrally-Managed Antivirus Protection

  • Web Content Filtering / Malicious Content Blocking

  • Sensitive Data Loss Protection Safeguards

  • Daily External Firewall Scanning

  • Security Awareness Training

  • Phishing Simulation

For Your Business

Comprehensive Security 

Covers up to 25 Staff Members*

Contact for more pricing details

CORE FEATURES:

  • "Right-Sized" Written Information Security Policy

  • Customized Compliance Reporting

  • Audit Artifact Vault

  • Annual Security Review

  • Data Governance

  • Opensource Intelligence Review

  • Enhanced Training

Protection for Smartphones and Tablets.

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*Setup fees apply

Cyber Bites- In the Know

What Our Clients Say

What Our Clients Say

“While Cyber Security is not simple, it is important.  I chose the professionals at Security Snapshot to help with my security needs.  I have worked alongside the professionals at the firm for years and they are great to work with and make it easy for me.  Security Snapshot knows what Financial Professionals need because they know the financial services industry.”

​

Jim S. - Osaic Wealth

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