Cyber Security Review
Wealth management firms are high-value targets. A cyber security review from r.team focuses on the controls that actually protect client data and firm operations — assessed in plain language your executives, compliance team, and examiners can act on.
What we examine
- Access control design and multi-factor authentication posture
- Privileged account hygiene and administrative access boundaries
- Encryption in transit and at rest across core systems
- Third-party integration surface and API exposure
- Logging, monitoring, and alert response effectiveness
- Phishing and social engineering readiness across staff
- Incident response planning, tabletop exercises, and notification procedures
What you receive
- Written findings report mapped to operational risk priorities
- Risk-ranked remediation list with practical next steps
- Executive summary for leadership and board reporting
- Follow-up review session to align remediation with your timeline
Who this is for
RIAs, trust companies, multi-family offices, and wealth platforms evaluating or operating technology at fiduciary standard.
Request a consultation
Independent, confidential review — on your side of the table.
Request a consultation