Know where your financial services firm is exposed

Your firm depends on connected systems to advise clients, manage payments and transfers, and handle client financial and tax records. Understanding where security protections are missing or have stopped working helps your team decide what needs attention.

Sentrias provides security assessments and, through connected tools, evidence of how those protections are working. Your internal IT team, MSP, or MSSP uses the findings to guide investigation and remediation.

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Focus on the systems your firm depends on

Access to client records and business systems

Staff changes, administrator privileges, and remote access can leave gaps that are difficult to track across separate systems. Where identity sources are connected, Sentrias checks available evidence about access controls and account protection.

Protection across managed devices

Laptops, workstations, and servers may have different protection states. Connected endpoint evidence helps show which known devices are reporting and whether their security tools are healthy.

Follow-up on unresolved findings

Identifying an issue is the beginning of the work. Sentrias records findings and the follow-up available through connected systems, helping your team review what has been addressed and what remains open.

Give your IT team a clearer basis for action

Sentrias CyberScore summarizes security posture, with gap analysis to explain the findings behind it.

Your existing IT team remains responsible for the environment. Sentrias adds information they can use to prioritize work and explain the firm’s position to leadership.

Some findings come from scans or connected tools. Others rely on information supplied by your firm. The available evidence depends on the selected plan and connected sources.

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For wealth, investment, and accounting firms

Sentrias supports financial services firms including wealth management firms, registered investment advisors, broker-dealers, independent advisors, financial planners, and family offices.

The same approach applies to accounting, tax, and financial advisory firms handling client financial information, including tax preparation, bookkeeping, payroll, and outsourced CFO services.

The appropriate technology plan depends on the firm’s size, systems, and evidence needs. Insurance eligibility also depends on the account, state, and available market appetite.

Wealth management firms
Registered investment advisors
Broker-dealers
Independent advisors
Financial planners
Family offices
Accounting, tax, and financial advisory firms
Tax preparation
Bookkeeping
Payroll
Outsourced CFO services

Discuss cyber insurance alongside security

Sentrias Advisors supports cyber insurance placement for financial services firms, working with retail brokers serving the sector.

Coverage is available alongside a Sentrias technology plan or on its own where available. If you already work with a retail broker, include them in the placement conversation.

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Start with your firm’s needs

Tell us about your firm, the team responsible for IT, and the systems you use. We’ll discuss the appropriate starting point for assessment, connected evidence, or insurance placement.

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Sentrias Advisors is not the insurer. Policies are placed with issuing insurers, which carry the insurance risk. Coverage, limits, exclusions, and claims are governed by the issued policy.