Technical Due Diligence & Code Security Review
When technology is material to valuation, migration, or fiduciary assurance, surface-level checklists are not enough. We conduct deep technical review of platforms, integrations, and custom code — built for acquisitions, platform migrations, and board-level confidence.
What we examine
- System architecture, modularity, and integration boundaries
- Code quality, maintainability, and technical debt exposure
- Security vulnerability assessment across application and infrastructure layers
- Scalability and performance risk under growth scenarios
- Key-person dependency and documentation completeness
- Operational runbooks, deployment practices, and change control
- Hidden operational risk in batch processes, exceptions, and manual workarounds
What you receive
- Written findings report with architecture and code-level detail
- Risk-ranked remediation list with effort and priority guidance
- Executive summary suitable for boards, acquirers, and investment committees
- Follow-up review session to align findings with your transaction or migration 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