As a fiduciary, your firm’s risk and regulatory complexity are tied to the assets you manage, not just the number of laptops you own. AUM-aligned pricing ensures that our level of institutional oversight, CISA auditing, and Financial Warranty of up to $500,000 scale in lockstep with your firm’s total exposure and valuation.

We provide a turnkey "Reg S-P Sprint." This includes deploying an encrypted Evidence Vault, formalizing your Incident Response Plan, and implementing the technical controls (MFA, encryption, and vendor oversight) specifically required by the amended ruling. We ensure you aren't just "compliant" on paper, but "audit-ready" in practice.

Most IT companies focus on "uptime"—printers, WiFi, and helpdesk. While uptime is important, it doesn't satisfy a CCO’s regulatory requirements. Fortify sits above your IT layer as a vCISO and vCISA, providing the independent governance and audit-trail evidence that generalist IT shops are not qualified to provide.

A Virtual Chief Information Systems Auditor (vCISA) provides independent verification of your security controls. Having a CISA-certified expert audit your environment satisfies the "separation of duties" that SEC examiners look for. It proves to regulators (and M&A buyers) that an objective authority is validating your defense.

Unlike traditional insurance, which can be slow and full of exclusions, our Cork-backed warranty is a performance guarantee on our security stack. If a covered breach occurs, the warranty provides immediate liquidity with zero deductible to cover remediation, legal fees, and notification costs—protecting your EBITDA from a sudden shock.

No. As specialists in the financial sector, we understand that "Trade-Day Uptime" is sacred. We utilize Zero-Trust architecture and phishing-resistant MFA that secures your data without the friction of traditional, clunky security "bottlenecks."

Yes. This is where the CISA Audit Vault shines. Instead of scrambling to find logs and policies, you simply provide the examiner with an "Attestation Pack" from our portal. We sit on your side of the table to explain the technical controls and evidence to the auditors.

The SEC now holds RIAs accountable for the security of their service providers. We manage the Vendor Risk Management (VRM) process for you, collecting and analyzing SOC 2 reports and security questionnaires for every major vendor in your tech stack (Schwab, Fidelity, Orion, Wealthbox, etc.).

We believe in "Orderly Succession." Your compliance evidence belongs to you. If you ever leave, we provide a Clean Exit Transfer, delivering all time-stamped logs, policies, and audit artifacts in a structured format so your compliance history remains intact.

Our Fortify360 Assessment takes approximately 14 days. During this time, we map your current environment against SEC standards and provide a "Gap Analysis" and a fixed-price roadmap to bring your firm to a "Fortified" state.

In today’s M&A environment, cybersecurity is no longer a "check-the-box" item—it is a valuation driver. When a buyer performs due diligence on your firm, their auditors will look for "technical debt" and regulatory gaps to justify a valuation discount or an escrow holdback.

By partnering with Fortify now, you are institutionalizing your firm’s governance. We turn your cybersecurity from a hidden liability into a verifiable asset. Our CISA-certified Audit Vault provides the "Due Diligence Pack" that buyers love to see, proving that your firm is a "turn-key" platform ready for acquisition at a maximum multiple.