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What we examine

  • Open-source and third-party composition across production and non-production environments
  • License obligation mapping against actual deployment and distribution patterns
  • Dependency vulnerability scanning and patch posture
  • IP contamination risk from unlicensed or improperly attributed components
  • Enterprise software entitlement alignment with deployed footprint
  • Remediation planning with negotiation leverage before vendor audits
  • Ongoing monitoring recommendations for composition and patch hygiene

What you receive

  • Written audit report with deployment-to-obligation mapping
  • Risk-ranked remediation list with legal and operational priorities
  • Executive summary for leadership and vendor management teams
  • 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