IT Support Services
Overview
As a rapidly growing firm, Modern Wealth faced the challenge of establishing a robust cybersecurity program without the benefit of in-house IT or cybersecurity expertise. Modern Wealth recognized the need to strengthen its cybersecurity posture to match the pace of its overall business growth. With sensitive client data and operations relying heavily on technology platforms like Microsoft 365, ensuring a strong security posture became a pressing need.
“SecureCompliance was very convenient, very timely, and it has been working out pretty well. It provided a lot of transparency on how we’re doing, where we have gaps, and where we need to focus our attention.”
Mike Capelle
Co-Founder and Co-CEO
Solution
- SecureCompliance
Outcome
Improved Cybersecurity
- Tailored cybersecurity framework aligned to Modern Wealth’s unique operations and risk profile
- Improved visibility into vulnerabilities and gaps, enabling proactive remediation
- Firmwide multi-factor authentication (MFA) validation and enablement to strengthen access controls and conform to WISP
Transparency and Partnership
- Collaborative approach allowed Modern Wealth to shape the solution and gain hands-on insights
- Structured, transparent process educated leadership and streamlined decision-making
Visory helped Modern Wealth move beyond conceptual understanding to actionable cybersecurity strategy. Through a collaborative, well-structured process, the firm gained a clearer view of its vulnerabilities, implemented critical protections and developed a framework for ongoing risk management. As Modern Wealth continues to grow, their cybersecurity program evolves alongside them, providing confidence in their security posture.
It was not a boilerplate experience. The input and feedback
JP Ranken, Chief Compliance Officer
were specific to what we do as a business —
it was very tailored to our needs
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