Accounting firms, financial advisors, insurance agencies, and lending institutions operate under strict regulatory requirements. We build and manage IT programs designed around those requirements, not adapted to them after the fact.
Our team works with financial services firms across Texas and Tennessee. We deliver GLBA-compliant managed IT that protects client assets, satisfies regulators, and keeps your operations running without interruption.
HIPAA-compliant IT and cybersecurity for healthcare providers, medical practices, and healthcare systems.
IT and security programs built for law firms that handle sensitive client data and face strict confidentiality obligations.
Secure, compliant IT services for municipal governments, public agencies, and government contractors.
FTC Safeguards compliance and managed IT for auto dealership F&I departments and DMS environments.
Registered investment advisors, CPA firms, credit unions, and mortgage brokers operate inside overlapping regulatory frameworks. Every year these frameworks add new expectations for cybersecurity, data protection, and vendor management.
Cyber One Solutions supports financial services clients with an operating model that produces the evidence examiners ask for as a byproduct of normal operations, rather than as a scramble before an audit.
Our technical controls map directly to SEC Regulation S-P and S-ID, FINRA Rule 4511 record retention, the Gramm-Leach-Bliley Act Safeguards Rule, and the cybersecurity expectations published by state banking departments.
We maintain a control library that shows, for any given requirement, which tool produces the evidence, how often, and where it is stored.
Client communications are where most compliance issues begin. We implement data loss prevention policies, external-email banners, sensitivity labels, and encrypted file transfer options.
These controls meet client expectations without degrading the experience for staff who handle thirty or forty emails an hour.
Regulators increasingly ask for evidence that recovery procedures actually work, not just that they exist on paper.
We test restores on a documented cadence, run tabletop exercises on realistic incident scenarios, and provide the after-action reports that belong in your written information security program.
Can you support a SEC or state examination in progress?
Yes. We produce the technical artifacts examiners commonly request, including user access listings, MFA enforcement evidence, patch status reports, vulnerability scan history, backup validation logs, and incident response records.
We coordinate directly with your compliance officer or outside counsel during the response window.
Do you have experience with specific CRM or portfolio platforms?
Clients use a mix of Redtail, Wealthbox, Salesforce Financial Services Cloud, and several custodial portals.
Our role is managing the network, identity, and endpoint environment those platforms run in, and coordinating vendor escalation when integration problems cross systems.
