Wealth management firms carry fiduciary obligations that extend to every vendor, system, and line of code they rely on. r.team provides the independent technical and compliance expertise to meet those obligations with confidence.
Independent evaluation of the technology vendors your firm depends on. We assess financial system vendors for stability, security posture, data handling practices, contract risk, and exit strategy — so you know exactly what your clients' data and operations are built on.
Learn more →Practical security assessment for wealth management operations: authentication and access controls, data-at-rest and in-transit protections, third-party integration exposure, and incident readiness. Findings are delivered in plain language your executives and examiners can act on.
Learn more →Deep technical review of platforms, integrations, and custom code — architecture, maintainability, security vulnerabilities, and hidden operational risk. Built for acquisitions, platform migrations, and board-level assurance.
Learn more →Advisory grounded in decades of trust accounting operations and fiduciary compliance. We help firms align technology decisions with regulatory expectations and fiduciary duty, from operational controls to examiner-ready documentation.
Learn more →Audit of software licensing, open-source composition, and dependency risk across your technology estate. Identify contamination, licensing exposure, and unpatched components before they become client-impacting incidents.
Learn more →Review of how client PII and account data flows through your systems and vendors — retention, encryption, access logging, and breach-notification readiness — mapped against your fiduciary and regulatory obligations.
Learn more →r.team takes no vendor commissions or referral fees. Our only client is you — and the fiduciary standard your clients deserve.
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