Cyber Security Solutions for Independent Advisors

Right-Sized Cybersecurity Solutions for Independent Financial Professionals

Cyber Security Solutions for Independent Advisors

Right-Sized Cybersecurity Solutions for Independent Financial Professionals

We help Financial Advisors sleep better at night

We help protect independent advisors and their firms from cyber threats through our technology services and solutions so you can focus on your clients and building your practice, not being a cyber expert. In working solely with Financial Professionals over the last 14 years, we’ve learned that the right answers start with the right questions.

Our process is broken down into 4 steps:

In working solely with Financial Professionals over the last 14 years, we’ve learned that the right answers start with the right questions.

Discover

Understand your current business protections.

Orient

Benchmark your security to industry best practices.

Decide

Design a security plan specifically for your business.

Act

We implement
your action plan.

Find out more

Our process is broken down into 4 steps:

One

Discover

Let Journey Within be the companion that helps you navigate life’s ups and downs with grace and mindfulness.

Two

Orient

Benchmark your security to industry best practices.

Three

Decide

Design a security plan specifically for your business.

Four

Act

We implement your action plan.

We're here to help protect you and your clients with peace of mind.

At Security Snapshot, we understand your challenges as an independent financial advisor. We’ve been in independent financial services security for 14 years and in that time, we’ve seen a lot. We understand your need for a cyber security program done right. Done in a way that fits your needs and your budget. Both your financial budget and your time budget.

How it Works

Explore Our Pricing Options

We offer affordable and easy-to-use cybersecurity solutions. Our goal is to provide the service you need to protect your firm. We are not “just another dashboard”, you will be interacting with our onshore team of professionals.

For Your Computers

$19.95

A month, paid annually

Core Protection

Price is Per Computer*

Core features:

Onboarding Security Coordinator
Establish Security Baseline
Hardware Inventory and Suitability Review
Software Inventory

Continuous monitoring including:

Disk Health
Disk Encryption Status
Operating System Patch Level and Support Status
Key Application Patch Level and Support Status
Software Firewall Status

Incident response support:

Active Threat Hunting
Root Cause Analysis

For Your Staff

$19.95

A month, paid annually

Proactive Protection

Price is Per Staff Member*

Core features:

Centrally-Managed Antivirus Protection
Web Content Filtering / Malicious Content Blocking
Daily External Firewall Scanning
Security Awareness Training
Phishing Simulation
Sensitive Data Loss Protection Safeguards

For Your Business

$100

A month, paid annually

Comprehensive Security

Covers up to 25 Staff Members*

Core features:

"Right-Sized" Written Information Security Policy
Customized Compliance Reporting
Audit Artifact Vault
Annual Security Review
Data Governance
Opensource Intelligence Review
Enhanced Training

Protection for Smartphones and Tablets: $8.95 per device per month.

*Setup fees apply

Cyber Bites

Yet another emergency Chrome update for a Zero-day exploit

Yes, another security patch for Chrome. On the heels of the one released Friday, Google released Chrome version 112.0.5

NYDFS Cyber Annual Certifications of Compliance due 4/15/23 for 2022

If you have a Life Insurance License in New York State, you are considered a “covered entity” by the New York Department

ChatGPT! What was the question again?

Seems no matter what the problem these days, ChatGPT and AI is the answer. Cyber criminals are coming to the same concl

W-9 forms as bait

Be on the lookout for attachments claiming to be W-9s. The attachment contains a malicious Microsoft OneNote document

Yet another reason not to plug mysterious thumb drives into your computer

Because thumb drives can be laced with malware, it’s never a good idea to plug unknown source into your computer.Iranian

New MacOS-based info stealer

Security firm Uptycs has identified new info-stealing malware named MacStealer that’s targeting Mac users. The malware d

All BLOGs >

While Cyber Security is not simple, it is important. I chose the professionals at Security Snapshot to help with my security needs. I have worked alongside the professionals at the firm for years and they are great to work with and make it easy for me. Security Snapshot knows what Financial Professionals need because they know the financial services industry.

Jim S.

Osaic Wealth

We have worked with the team at Security Snapshot for 14 years. We have found them to be very proactive, open, and professional. They are very proactive in letting us know what the latest threats are and contact us promptly with any issues they see regarding our computer infrastructure and security. Due to their efforts, we sleep well at night!

Bill G.

VP of Company

Get started today

We pride ourselves in simplifying the complicated world of cybersecurity.
That's why we deliver the security you need to protect your firm and your client's data.

Know Your Risks. Find Solutions. Secure Your Client Information, Secure Your Firm's Future.

Get started

Our process is broken down into 4 steps:

One

Discover

Let Journey Within be the companion that helps you navigate life’s ups and downs with grace and mindfulness.

Two

Orient

Benchmark your security to industry best practices.

Three

Decide

Design a security plan specifically for your business.

Four

Act

We implement your action plan.

Need Help Now?