Security & Managed IT for Wealth Management & Investing
Ensure investor data privacy and predictable costs with TorchLight’s IT for wealth management teams, RIAs, broker-dealers
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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The Seven Steps in the Ransomware Kill Chain
Ransomware can be a large concern for businesses – it compromises resources critical to operation and locks them in an encrypted environment until a ransom is paid. While every business should be aware of ransomware, not all understand the many steps involved in a full attack.
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Channel Daily News Podcast with TorchLight’s Bo Wheeler
Bo Wheeler, Chief Revenue Officer at TorchLight, recently appeared on the Channel Daily News podcast with Don Witt to speak about the company, its mission, and the cybersecurity protection it provides for its customers.
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Current Trends in Ransomware
Ransomware has been around almost as long as companies, institutions, and governments have been reliant on customer and constituent data. But there are ups and downs in popularity, tactics, and targets that can affect your company’s risk profile.
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Log4j Critical Vulnerability
The critical vulnerability CVE-2021-44228 against log4j was released with zero-day exploitation actively occurring. If a device/application uses Java and logs any string relying on user input, it is vulnerable, and an attacker can run anything they wish on the system.