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There’s Security in Knowledge

Welcome to our Knowledge Center, where you’ll find valuable resources that can help make you a more informed and involved participant in the key IT decisions that impact your firm and your clients. At ĪTEGRIA®, it’s our belief that the more you know about the risks you face and the things you can do to mitigate them, the less time you’ll spend worrying about things that can distract you from what you do best.


Total AdvisorCloud™ Virtual Desktop Infrastructure (TAC VDI) is a leading-edge, 100% cloud-based network infrastructure technology delivered through a familiar desktop experience, enabling fully personalized virtual desktops for each of your employees, with all the security and simplicity of centralized management for your firm.

Download our VDI Flyer (PDF)



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

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.

Written for the owners and officers of any Registered Investment Advisory firm, Red Flags seeks to provide the answers you need to safeguard your firm’s reputation and maintain your clients’ trust.

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 RIA 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

Get your copy of Red Flags on Amazon


We hope you find the below white papers relevant and useful to your RIA practice. Should you have any questions regarding the content of any of these documents, please feel free to contact us.

Social Engineering
November 2013

Data Privacy and Protection
September 2013


Learn how ĪTEGRIA® can help your RIA practice.

Learn how Total AdvisorSecure™ allows us to help RIA firms understand and mitigate their information and technological risk, as well as manage ongoing risk.


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