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ITEGRIA’s RED Flags Book Available Now

Thank you to everyone who helped us by voting on a cover design for our new book, RED FLAGS: Recognize and eliminate the risks in your RIA firm’s Disaster Recovery, IT Compliance, and Cyber Security processes to safeguard your reputation and client trust. Based on your votes, book cover design #3 was the big winner! As a thank you, we randomly chose a voter to win a FREE printed version of the book. The winner has been notified and is eagerly awaiting her copy.

But we wanted to thank you and get the book in your hands, as well. So, we are thrilled to announce that the book is published and for a limited time we are making the book available for only 99¢.


Our new book, Red Flags, is available now on Amazon

That’s right, you can download a Kindle-Reader version of our book Red Flags from Amazon for less than $1. We think that’s a pretty good ROI.

Since it is our mission to help owners and officers of RIA firms protect their important financial data, avoid regulatory fines, and protect their firm’s reputation by serving as their dedicated outsourced technology partner, we want to get the book in your hands so you can identify if and where you might need help protecting your firm.

Why Should You Read This Book?

With over 35 combined years of reviewing and protecting RIA firms, we understand the unique cyber security threats, compliance regulations, and resource constraints facing our clients.

In this book you will find the most common “Red Flags” that we’ve discovered assessing RIA firms’ technology and infrastructure. These “Red Flags” fall into 4 categories which pose the largest technology risks to your financial advisory firm.

– Backups: Securing and storing copies of your data
– Disaster Recovery: Recovering data and getting back up and running after a disaster
– IT Compliance: Implementing and enforcing controls to comply with industry regulations
– Cyber Security: Eliminating risk to protect sensitive financial data from cyber attacks

Our hope is that by reading this book, you’ll become better educated on the technology risks threatening your firm so you can proactively take action to protect your firm’s valuable internal and client related data, meet all regulatory compliance standards, and most importantly sleep better at night.

So, please take advantage and download a copy of our book today. Once you are done reading it, we would love to hear your reviews, comments, and questions. Feel free to leave a review on Amazon, comment here on this blog post, or shoot us an email at

Enjoy the read.

Richard Mabbun and Julian Makas