Financial Advisors & Accounting
Meet your obligations. Keep your clients' trust.
Independent advisors and accounting offices carry some of the most sensitive data there is — and some of the most specific rules for protecting it. We help you meet the cybersecurity requirements that come with the territory: SEC Reg S-P and the FTC Safeguards Rule, and a written information security program (WISP) that actually reflects how your office works.
We run the IT and security behind the scenes, including for advisors on independent platforms, and we document it the way examiners expect. We're veteran-owned, we speak your compliance language without making you learn ours, and we're one call away, not across the country.
How we help, under one roof.
Regulatory-aligned security
Controls mapped to SEC Reg S-P and the FTC Safeguards Rule. For advisors affiliated with a broker-dealer, we align to the cybersecurity expectations your BD passes down.
Written Information Security Program (WISP)
We help you build and maintain the documented program regulators and broker-dealers ask to see.
PCI DSS support
If you take card payments, we help you meet PCI DSS requirements for handling them.
Client-data protection
Encryption, MFA, and least-privilege access around the data your clients trust you with.
Platform-savvy IT
Practical support for advisors on independent platforms, plus the everyday IT that keeps the office running.
- SEC Reg S-P / FTC Safeguards Rule alignment
- Broker-dealer cybersecurity expectations, for affiliated advisors
- Written Information Security Program (WISP)
- PCI DSS support for card payments
We help you reach and maintain these — your legal/compliance advisors own the filings.
Independent financial advisors, RIAs, and accounting/CPA offices across the Jacksonville area — Duval, St. Johns, Clay, and Nassau counties. We focus on advisory and accounting practices, not retail banking.
Financial Advisors & Accounting, answered.
Can you help us meet SEC Reg S-P and FTC Safeguards Rule expectations?
- Yes. We align your security controls to SEC Reg S-P and the FTC Safeguards Rule, and we help you build the written information security program (WISP) examiners expect to see. If you're affiliated with a broker-dealer, we align to the cybersecurity expectations your BD passes down. We're your IT and security partner — your compliance and legal advisors own the filings.
We take card payments — can you help with PCI compliance?
- Yes. We help you meet PCI DSS requirements for handling card payments, from network segmentation to the everyday practices that keep cardholder data protected.
Why do advisors and CPAs trust CyberTech with compliance-driven IT?
- We're veteran-owned and Jacksonville-based, and we build the documentation examiners ask to see: a written information security program (WISP) that reflects how your office actually works, and controls aligned to SEC Reg S-P and the FTC Safeguards Rule. You keep the client relationships and the filings; we handle the technology and security.
Is your WISP more than a template?
Tell us what's going on with your office's technology. We'll get back to you, set up a short call, and give you a plain-English read on what we'd fix first. Prefer to start small? Ask for the free email & domain check.
Veteran-Owned & Operated- We reply and set a time.
- A short call about your setup.
- A written plan and price.