Resilient. Lean.
Investor-Ready IT for Financial Firms
We help Family Offices, Hedge Funds, and PE launches build a framework-aligned security posture investors and regulators trust without enterprise bloat.
Family Offices (FO/MFO)
Discretion, privacy, and resilience
Hedge Funds
Rapid readiness, investor-grade optics
Private Equity Launches
Clean posture and reporting from day one
From Complexity to Clarity
Assess
Level Set
Implement
Govern
Navigate
*Focus on posture alignment with frameworks, not regulatory attestation
ALIGN –
RPA/IA Framework for FO, Hedge & PE
A – Assess (Where are you today?)
- IT: What security, compliance, or uptime risks exist that could impact investor trust?
- Ops: How many hours are lost to manual processes (reconciliations, reporting, onboarding)?
- Finance/Compliance: Where are errors most likely to show up — audits, filings, or investor communications?
L – Level Set (Define what “good” looks like)
- IT: Do you expect your IT provider to proactively prevent issues or just respond to them?
- RPA/IA: Do you want automation to reduce cost, reduce risk, or unlock growth capacity?
- RPA/IA: Do you want automation to reduce cost, reduce risk, or unlock growth capacity?
I – Implement (Quick wins on both fronts)
- IT: Deploy governance-first MSP stack (SOC/NOC, compliance-ready controls).
- RPA/IA: Launch a 30–60 day automation pilot (capital calls, AP/AR, K-1 distribution, audit prep).
- Deliver fast, measurable ROI: fewer tickets, tighter controls, hours saved, errors eliminated.
G – Govern (Sustain trust & prove ROI)
- IT: Quarterly compliance/security scorecards.
- RPA/IA: ROI dashboards showing hours saved, risk reduced, compliance readiness.
- Unified: Governance = optics for LPs, regulators, auditors, and boards.
N – Navigate (Future-proof growth & reputation)
- IT: Prepare for scaling AUM, investor due diligence, and regulatory shifts.
- RPA/IA: Expand automation into finance, compliance, IR, and ops.
- Unified: Navigate growth without ballooning headcount or introducing compliance cracks.
Service Pillars
Foundation & Stability
HelpDesk, vCIO, monitoring, endpoint/cloud/device security
Governance & Reporting
Risk alignment, framework mapping, posture snapshots
Automation Edge
Automating reconciliations,
reporting, and controls
Automate Financial Services
Financial companies have the mother lode of opportunity for automation. With so much of your business being rules-based and repetitive, we can help you impact your bottom line with a set of automations or bots, to streamline your workflow. Consider how many hours per week are being spent on the following processes, What would you do with the extra time?
Back office operations such as data entry, reconciliation, and reporting.
Customer service and support such as account inquiries and dispute resolution.
Compliance and risk management processes.
Investment portfolio management.
Fraud detection and prevention.
Loan origination and underwriting.
Trade settlement and processing.
Financial reporting and analysis.
Payment processing and reconciliation.
Deliverables
Governance Score Card
(posture trend + quick wins)
ALIGN Tracker
(coverage overview)
Why Choose Us
Built for firms under 50 seats
Investor-recognized framework alignment
Advisor-first, white-glove delivery model
Tangible deliverables (scorecards, heatmaps, action plans)
Ready to see where you stand?
Intake Form
*Focus on posture alignment with frameworks, not regulatory attestation
Solutions
Contact
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