Rapid Diagnostic
SEC cybersecurity compliance assessment through a two-session executive diagnostic process.
Rapid Diagnostic
Our Rapid Diagnostic service provides a quick yet comprehensive assessment of your cybersecurity posture, designed specifically for investment advisors and family offices subject to SEC oversight.
Through two focused executive sessions, we identify vulnerabilities, assess compliance with SEC cybersecurity requirements, and develop a prioritized remediation roadmap that addresses the most critical risks first.
This service is ideal for organizations seeking to understand their current security state, prepare for regulatory examinations, or plan strategic security improvements.
Our experienced team brings deep knowledge of both cybersecurity best practices and regulatory requirements, ensuring our recommendations are practical and compliant.
What's Included
- SEC cybersecurity compliance assessment
- Two executive diagnostic sessions
- Vulnerability identification and prioritization
- Risk assessment and scoring
- Remediation roadmap development
- Compliance gap analysis
- Executive summary report
- Board-ready presentation materials
- Action plan with timelines
- Resource and budget estimates
- Regulatory examination preparation
- Follow-up consultation included
Key Benefits
How this service helps you achieve your goals.
Quickly understand your security posture
Identify critical vulnerabilities
Prepare for SEC examinations
Prioritize security investments
Get actionable recommendations
Minimal time commitment required
Our Process
How we deliver this service to ensure your success.
Pre-Session Preparation
We gather documentation and prepare targeted questions for efficient sessions.
Session 1: Discovery
We conduct a comprehensive review of your security policies, procedures, and infrastructure.
Analysis
Our team analyzes findings and develops recommendations.
Session 2: Findings & Roadmap
We present findings and collaborate on a prioritized action plan.
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