Microsoft 365 & identity reviews
Examine MFA, privileged accounts, administrative permissions, and security configuration. Identify access risks before they become business risks.
Financial services. Cybersecurity clarity.
Know your risk.
Build your resilience.
Cybersecurity assessments and practical remediation plans for growing financial firms. Understand what matters, document the gaps, and give leadership a clear path forward.
Built for independent advisers and financial teams of 5–50.
From uncertainty to an action plan
Evidence → Findings → Priorities → Remediation
Our assessment commitments
Written authorization firstEvidence-backed findingsNo compliance certification claims
01 / Understand your exposure
Less noise.
Better decisions.
You don’t need another list of technical warnings. You need to know how each gap affects your firm—and what to fix first.
Explore assessment servicesIT security readiness
Review endpoint protection, backups, logging, data protection, and incident response documentation against an agreed assessment scope.
A remediation roadmap you can use
Receive an executive summary, evidence-linked findings, and a prioritized 30/60/90-day plan with clear ownership.
Follow-through, not a forgotten report
Track remediation and plan reassessments. Optional monthly monitoring is scoped with your firm; no live integrations are implied.
02 / See the bigger picture
Risk, translated
for leadership.
A scorecard connects technical findings to business priorities. Explore the example findings to see the kind of detail an assessment can deliver.
Illustrative preview only. All data is synthetic. Production scores require documented assessment criteria; this example is not a security assessment or a compliance determination.
Executive overview
Northstar Wealth Advisors
Illustrative readiness score
72 / 100
2
Critical findings
4
High findings
Remediation progress38%
7 medium findings · Expand a finding below
CriticalPrivileged accounts without phishing-resistant MFA
Identity & access · Demo status: Open
A compromised administrator account could expose sensitive client information. Review privileged accounts and implement phishing-resistant MFA with an approved rollout plan.
HighIncomplete audit log coverage
Logging & monitoring · Demo status: Open
Missing logs can limit investigation and evidence collection. Confirm enabled audit sources, retention requirements, and a documented review owner.
MediumMissing incident response documentation
Incident response · Demo status: Open
Unclear responsibilities can delay response. Document escalation contacts, decision owners, and recovery procedures; exercise the plan.
03 / Start with the right scope
A clear starting point.
Introductory prices, subject to scope confirmation. We agree on systems, authorization, and deliverables before assessment work begins.
Security Snapshot
A focused initial review to identify priority security gaps.
one-time
$499
IT Readiness Assessment
A broader review, executive scorecard, and prioritized remediation roadmap.
starting at
$1,500
Continuous Monitoring
An agreed recurring review cadence and remediation follow-up.
starting at
$350/month
Your next step
Make your next security decision an informed one.
Tell us about your firm, your Microsoft 365 environment, and your biggest concern. Let’s define the right assessment scope together.