Cybersecurity and Managed IT Services for Registered Investment Advisers
itSynergy is a specialized technology provider that delivers comprehensive RIA Cybersecurity and managed IT services designed specifically for Registered Investment Advisers. The company distinguishes itself by combining deep industry compliance knowledge with technical expertise, holding certifications such as IACCP (Investment Adviser Certified Compliance Professional) and CISSP (Certified Information Systems Security Professional).
Their service model focuses on ensuring that financial firms operate faster and more securely while remaining aligned with complex regulatory requirements.
The firm’s core offerings include RIA Compliance Readiness, cybersecurity risk assessments, and the development of Disaster Recovery and Business Continuity Plans. To defend against evolving digital threats, they provide Managed Detection and Response (MDR), network penetration testing, and phishing protection and training.
Additionally, itSynergy facilitates Incident Response Planning and tabletop exercises to prepare firms for potential security breaches. These proactive measures are designed to identify technology misalignments and close security gaps within a firm's tech stack.
Beyond security, itSynergy provides ongoing Managed IT Services, including a dedicated IT help desk, Microsoft 365 consulting, and network monitoring. Their solutions cater to the day-to-day operational needs of RIA firms, ensuring robust technology infrastructure and reliable data backup systems.
By serving as a strategic partner, the company helps organizations strengthen their IT operations and compliance programs through professional project management and responsive technical support from US-based service professionals.