Security & Managed IT for Wealth Management & Investing
Supervision-ready IT, investor data privacy, and predictable costs for RIAs, broker-dealers, and wealth teams
What keeps wealth leaders up at night
- Supervision and recordkeeping gaps across email, Teams/Zoom, and mobile
- Wire fraud/BEC risk during client communications and money movement
- Advisor productivity on the road—secure access from any device
- Vendor sprawl: custodians, trading tools, CRM, compliance platforms
- Board/owners want clearer visibility into cyber risk and spend
Outcomes TorchLight delivers
- Supervision-ready controls, policies, and evidence
- Hardened identity, secure collaboration, and tested recovery
- Secure advisor mobility: laptops, tablets, and phones managed
- Vendor coordination and single-point accountability
- Quarterly Business Reviews with health scorecards and next steps
Growth Focused IT for Wealth and Investment Managers
Friendly service desk support, endpoint security, patching, backups, and cloud productivity are the basics. We implement them consistently so your business stays secure and operational, without slowing your team down.
Endpoint Detection and Response
Lightweight protection that monitors in real time, quarantines threats, and auto-remediates—without interrupting your day.
Vulnerability Management and Patching
Automated OS and app updates happen after hours to reduce disruption and close security gaps quickly.
Reliance Backups
Disaster-recovery-ready backups for workstations, servers, and cloud data—including M365 email and SharePoint.
Microsoft 365 Support
Simplified administration for email, identities, SharePoint, and Azure AD—managed in one pane of glass by our team.
24x7x365 Security Monitoring
We watch your business 24×7 and protect you in real time from threat actors.
Identity Threat Detection and Response (ITDR)
ITDR protects your business by monitoring and responding to suspicious account activity to keep user identities and data secure.
Why TorchLight for Wealth Management & Investing?
You need a partner that understands advisor workflows, supervision expectations, and the realities of remote-first teams. We coordinate vendors without drama, protect client data with a security-first approach, and report to leadership with clarity. The outcome: trust, security, and stability—so your advisors can serve clients and grow AUM.
The Way Forward – TorchLight Blog
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Beware of the ClickFix Scam!
TorchLight’s Threat Intelligence team has uncovered a resurgence of a phishing scam called ‘ClickFix,’ initially identified in late 2024 but now widely used by cybercriminals in 2025.
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Microsoft Teams Phishing Attacks
TorchLight Security Operations Center continues to hear about Microsoft Teams as the vector to social engineering, phishing and spearphishing attempts by hackers. Given the volume of noise, we thought we’d publish what we know and how to defend against these attacks.
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New Mac Vulnerability – Banshee MacOS Stealer
Our security operations center was notified of a new and novel bug that can affect all Macs. Titled “Banshee MacOS Stealer”, this first came on the scene in mid-2024 as a “malware as a service” exploit.
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NIST Cybersecurity Framework 2.0 – Considerations for Small to Medium Sized Businesses
The NIST Cybersecurity Framework is a methodology designed to simplify the process of planning, implementing, managing and responding to threats from a holistic point of view in the Information Technology Delivery and Security space. It is specifically designed for organizations that either have no or very little cybersecurity planning, processes or responses to emerging threats.
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Industry Impact of Ransomware Attacks
Find out why academic institutions, automobile dealerships, and the utility sector are all high-profile targets of ransomware attacks.
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Employee Training & Email Security
Find out why employee training is essential for maintaining email security and protecting your business.
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What to Know About Email Security
One of the weakest links in keeping your business secure can be the employee who opens a malicious email. Attack vectors get more and more sophisticated every day. That is why having up-to-date email security should be a top priority for your business.
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New NIST Guidelines Offer Starting Point for Cybersecurity
Important highlights about the National Institute of Standards and Technology (NIST) update of its guidance to organizations for assessing their internal security IT system.
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Customer Testimonial: WETA
The proactive nature of the WETA’s leadership, spearheaded by Ken Jones (Senior Director, IT), drove WETA to form a partnership with TorchLight to ensure appropriate support for an infosec foundation as effective—and agile—as the ever-evolving threats and risks it faces.
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Statement on Russia Cyberattacks
While we are aware of no specific or credible Russian cyber threats to the United States at this time, CISA recommends that organizations continue to be prepared to respond to any disruptive cyber activity.