Managed IT & Security 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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“Among the Best They Have Ever Evaluated.”
When an independent auditor calls your security framework “among the best they’ve ever evaluated,” you know something’s working. At TorchLight, we deliver enterprise-grade IT and cybersecurity tailored to regulated small businesses—without the enterprise budget.
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Is Your Small Organization Nearing a Cybersecurity Breaking Point?
Small businesses are facing a cybersecurity breaking point—strained IT teams, rising threats, and tight budgets. TorchLight delivers scalable, enterprise-grade protection tailored to your size and cost constraints.
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Why Security-First Design Starts With Simplicity—Not More Controls
When cybersecurity becomes a barrier, people work around it—and that’s where risk begins. At TorchLight, we design security that aligns with your business, supports your users, and satisfies auditors—without slowing you down.
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Why Small Businesses Are the New Cyber Targets—And How to Stay Protected
Cybercriminals target the vulnerable, not just the big guys. For small businesses in regulated industries, the risks are real—compliance gaps, lost trust, even financial collapse. At TorchLight, we make enterprise-grade cybersecurity practical and personal, with strategy-led protection built for your business.
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Windows Recall: What You Need to Know — And Why It Matters
Microsoft’s upcoming Recall feature for Windows 11 Copilot+ PCs is shaping up to be one of the most talked-about developments in workplace technology this year. Designed to boost productivity by taking periodic snapshots of user activity for easy, searchable recall, the feature promises convenience — but also raises serious privacy and security concerns.
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Strengthening Your Security Posture with EDR & ITDR
Cyber attackers aren’t just targeting networks anymore—they’re going after identities and endpoints at scale. In fact, over 80% of breaches involve compromised credentials or exploited devices. In this month’s service spotlight, we break down two critical layers of modern cyber defense—Endpoint Detection and Response (EDR) and Identity Threat Detection and Response (ITDR)—and show how they…
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Washington State Expands Sales Tax to IT Services
A new Washington State law—Senate Bill 5814—goes into effect on October 1, 2025, and it will significantly impact customers located in Washington who receive IT, digital, and tech-related services. This change will apply regardless of where the service provider is located, and may affect how your organization is billed by vendors like MSSPs, cloud providers,…
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The Windows 10 to Windows 11 Transition
Another large milestone looms in the Microsoft ecosystem as Windows 10 is (mostly) officially sunsetted on October 14, 2025. Meaning, no new security updates will be produced by Microsoft, unless you purchase an ESU/Extended Security Update license for up to three years that will allow Windows 10 to continue receiving security updates on a regular…
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Tech Talk – What is DMARC, DKIM, SPF & Why Do I Want To Know?
DMARC, DKIM and SPF are three separate email authentication protocols that build layers of security around email delivery and integrity. Used in conjunction with each other, they provide a durable layer of protection for inbound emails and brand protection to prevent bad actors from sending emails using your business domain name. These tools provide domain…
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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.