Contact us: 888-996-4642 |

Total AdvisorSecure™

Building upon the defense technology foundation of AdvisorGuard, Total AdvisorSecure takes your firm’s cybersecurity position to the next level. Through Total AdvisorSecure, ĪTEGRIA shines light on the weaknesses that lie deep within your technology.

Using rigorous penetration tests, risk scanning and security audits, we play the role of an attacker, pinpointing all the weaknesses that leave you at risk for malicious and criminal behavior that could compromise your and your clients’ most sensitive information. Following a comprehensive, one-time battery of tests, we follow up with monthly scanning to identify any new issues. The results of all these assessments allow ĪTEGRIA to make recommendations, changes and upgrades to your IT infrastructure, ensuring your defenses are as sturdy and sophisticated as possible.

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

Total AdvisorSecure allows us to help clients understand and mitigate their information and technological risk using a combination of best-in-class technology tools:

Monthly Vulnerability Scanning: Following a comprehensive, one-time battery of tests, we follow up with monthly scanning to identify any new issues. We identify areas of opportunity to improve security. We help you analyze the data by prioritizing risks and recommending action.

DNS Scanning: We identify, track and block bad or suspicious URLs to deny unprotected access in or out of your system.

Active Defense Anti-Virus or Malware Scanning: We will deploy our evolving suite of Active Malware Defense tools to mitigate and prevent a large percentage of Internet-based malicious software that can shut down your system or create a gateway for attackers to access sensitive data.

Two Factor Authentication: To give your system an extra layer of protection, we will deploy a multi-factor authentication methodology to all workstations and servers. This will require employees and administrators to log in using a username/password as well as a token authentication, like a fingerprint swipe or an extra PIN number or pattern.


Vulnerability Scanning

We examine your network for vulnerabilities on a regular basis. ITEGRIA will work with you to find the optimum scanning schedule to keep your security baseline relevant and up-to-date. Any findings will be enumerated, reviewed and reported in your monthly dashboard.

Reaction to “Findings”

Running a scan is a task that really only takes time and resources, but interpreting the results and weeding through false positives and misclassifications is where an untrained individual will get lost. With Total AdvisorSecure, you can rest easy and know that analytical eyes are reviewing your findings.

Compensating Controls

We live in an ever-changing threat landscape. What was a completely patched and secure application yesterday can be vulnerable to elicit “0-Day” vulnerabilities today. With no patches available to fix the problem, we will recommend creative compensating controls to limit the risks until vendor patches are released.

Virtual CISO

Our clients spend their time managing exceptional financial services offerings. They don’t have the time and expertise to understand which security news-bites are relevant to them and which ones are just noise. Let ĪTEGRIA be your Virtual CISO. As you may have a CFO to keep an eye on your books, we can serve as your Virtual CISO, helping you make the important decisions that establish your organization’s security policies.

To learn more about Total AdvisorSecure and how it can better protect your firm, give us a call at 888-996-4642. We are happy to answer your questions. We only serve RIA firms, so we understand the complexities of your industry and know how to help you protect your business and your firm’s reputation.

NOTE: Total AdvisorSecure was designed to uniquely enhance our Total AdvisorCare Support Plan. At this time, it is only available to Total Advisor Care customers. If you are not a Total AdvisorCare customer, take a look at our AdvisorGuard™ solution.


1550 N. Northwest Highway, Suite 403, Park Ridge, IL 60068


You were a huge hit at The Athena Group meeting. You helped elevate the group’s understanding of the risks we face today with cybersecurity. You have been such a great strategic partner to me and my firm. Thank you so much for taking your time to help our industry!

Sue Stevens

CEO, Stevens Wealth Management

Total AdvisorSecure™ provides your RIA firm with a set of tools as well as access to a Virtual CISO, giving you strategic guidance to create a robust Security RoadMap uniquely designed for your security policies. Bottom line: it means peace of mind, knowing your firms’ data and reputation are protected.