Wealth Advisors, RIAs & Broker-Dealers
SEC Reg S-P vendor oversight, tamper-proof communications archiving, phishing-resistant MFA & advisor laptop protection. Coverage: SEC Reg S-P; FINRA Cybersecurity; SEC Communications Archiving.
Why Should Wealth Advisors, RIAs & Broker-Dealers Hire Emry Networks Over Another IT Company?
Most local IT companies are built for basic office Wi-Fi and password resets — not fast Schwab Advisor, Fidelity Wealthscape, Orion / Black Diamond, eMoney / Redtail, Global Relay, Pershing NetX360, Tamarac, Wealthbox & Smarsh/Global Relay archiving performance, SEC Reg S-P • FINRA Cybersecurity • SEC Communications Archiving compliance, or stopping modern cyber threats before they disrupt your day. Below is our resume for Wealth Advisors, RIAs & Broker-Dealers: the 4 biggest IT and compliance headaches we solve, how Defensible IT protects your organization better than standard IT, and why leaders across Jacksonville & St. Augustine, FL, Manchester, NH, and all 50 states trust Emry Networks.
Custodian Portal Lockouts, Slow Trading Tools & Vendor Runaround
Shared Passwords, Flat Office Wi-Fi & Ransomware Targeting Wealth & RIAs
Fill-in-the-Blank Policy Binders That Fail SEC Reg S-P Audits & Cyber Insurance Checks
Slow Helpdesk Ticket Queues & Surprise Hourly Compliance Fees
Normal IT companies only react after something breaks and treat security or compliance as expensive add-ons — leaving you scrambling when an auditor, client, or cyber insurance carrier asks for proof of Custodian Portal Security, IT Vendor Oversight, Wire Fraud & Client Notice, and Communications Archiving. Emry’s Defensible IT builds those protections into your daily operations from Day 1, keeping your systems fast, your data safe, and your compliance documentation updated automatically all year long.
Emry Networks combines responsive local on-site support in Northeast Florida (Jacksonville, St. Augustine, Ponte Vedra Beach, Nocatee, Orange Park, Fleming Island, Mandarin, Southside, Jacksonville Beach, Duval & St. Johns County) and New England (500 N Commercial St Suite 502, Manchester, NH 03101, Bedford, Nashua, Concord, Portsmouth, Salem & Greater Boston) with 24x7 US-based security monitoring and complete compliance support across all 50 states.
Frequently asked questions
Yes. We support Schwab Advisor, Fidelity Wealthscape, Orion / Black Diamond, eMoney / Redtail, Global Relay, plus Pershing NetX360, Tamarac, Wealthbox & Smarsh/Global Relay archiving. We call and manage those software vendors directly, so your managing partners, wealth advisors & client associates are not left on hold.
SEC Reg S-P; FINRA Cybersecurity; SEC Communications Archiving. We sign the required agreements and keep a live, year-round evidence binder (Written SEC Reg S-P Incident Response Plan & Tamper-Proof Communications Archiving).
Our 24x7 US-based security team uses CrowdStrike EDR and managed detection and response (MDR) to watch your computers and accounts around the clock and isolate suspicious activity fast, including nights and weekends.
We follow a 90-day plan. Days 1 to 30: we map your systems, install 24x7 protection and run a baseline risk assessment. Days 31 to 60: we set up secure logins, separate your office networks and write your security policies. Days 61 to 90: we test your backups and run a second assessment to show the before-and-after improvement.
We provide local on-site support in Northeast Florida (Jacksonville and St. Augustine) and New England (Manchester and Nashua, NH), plus 24x7 remote IT and cybersecurity support in all 50 states.
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