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Secure Guidance 
Strategic Action.

A fully managed approach to cybersecurity integrated business decisions and ongoing program management.

Integrated Cyber
Services

The Integrated Service level is a customized cybersecurity program that provides advisory firms with a vCISO (Virtual Chief Information Security Officer) for strategic oversight and regulatory engagement.

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Through a monthly cadence of meetings with your Cyber Consultant, firms that select the Integrated Services level, are dedicated to continuous improvement of their cybersecurity program.

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​At the Integrated Services level, your Cyber Consultant can manage, oversee and implement all cybersecurity related issues and solutions with outside IT provider.

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Path to Cybersecurity 

Cyber Program
Checklist and Tools

Access a comprehensive document library, quarterly task calendars, SOP guides, and analysis tools to help structure and maintain your firm’s cybersecurity program.

SEC
Readiness

Your cyber advisor will compile and deliver a tailored documentation package to support your firm’s cybersecurity posture during regulatory exams.

Risk Assessment and Management

Receive a NIST-based risk assessment tailored to your firm’s maturity level, complete with a ranked findings report and vendor due diligence support.

Cyber

Education

Engage in quarterly internal training, access the Your Cyber Life platform for client education, and receive specialized content for managers and CCOs.

Cyber Support
and Policy Documents 

Enjoy unlimited access to cyber advisors and a suite of customizable policy documents, including security, incident response, continuity, and disaster recovery.

Coaching and

Guidance

Benefit from quarterly consulting calls, best practice recommendations, and timely updates on industry threats and regulatory changes.

Vulnerability

Scanning

Benefit from quarterly consulting calls, best practice recommendations, and timely updates on industry threats and regulatory changes.

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Explore Our Services

Essential Services provides firms with the policies, procedures, forms, agreements, and testing checklists necessary to comply with all regulatory compliance expectations. ICA will assist CCOs and provide guidance with tailoring and implementing firm policies and procedures, task calendars, checklists, and extensive testing tools.

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Essential Services provides core tools. Custom policies, procedures, checklists, and forms, plus hands-on support for CCOs, FINRA filings, and marketing reviews to meet all regulatory expectations with confidence.

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Cyber Program
Checklist and Tools

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Cyber Support
and Policy Documents 

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SEC
Readiness

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Coaching 

and 

Guidance

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Risk Assessment and Management

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Vulnerability 

Scanning​

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Cyber

Education

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*Services in grey are not provided at this level of engagement

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Schedule a Consultation

Let’s Get Your Compliance Back on Track

Talk with a senior compliance consultant about your current setup and exam readiness.

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