One team for your entire technology operation.
From the help desk to cybersecurity, RFA manages the technology your business depends on, allowing your team to focus on serving clients and growing the business. The result is a secure, reliable, and resilient technology environment built for regulated organizations.
Managed AI
Private copilots, document workflows, and research assistants, running on your data with access control and logging on day one. RFA owns the infrastructure and the guardrails, and your teams get the hours back. You keep a full audit trail of what was used and by whom.
Capabilities
- Private, secure copilots & assistants
- AI governance, policy & acceptable-use
- Data readiness & model integration
- Investment research & document workflows
Model platforms
Sensitive data never leaves your control
Outcomes
Ship AI use cases in weeks, not quarters
A governance posture you can hand to an auditor unedited
Measurable time saved across research and operations
Sensitive data never leaves your control
Managed Cybersecurity
XDR across endpoint, network, identity, and cloud, correlated into a single timeline and monitored by RFA's in-house SOC. Most threats are contained before your team hears about them, and the ones that reach you arrive with the evidence already assembled.
Capabilities
- In-house 24/7 Security Operations Center (SOC)
- Extended Detection & Response (XDR)
- Email security & phishing defense
- Incident response & threat hunting
Correlated signals · last hour
Detected 02:14 · analyst acknowledged 02:16 · closed 02:41
In-house SOC analysts · never an outsourced tier-one
Outcomes
Threats detected and contained around the clock by RFA's own analysts
Audit-ready evidence for clients, auditors, and regulators
Phishing and email fraud stopped before impact
A documented, tested incident response plan
Managed IT Services
Every network, server, and device is managed end-to-end by RFA. Patching runs on rings, and is scheduled around your business hours. Diagnostics are automatically handled, so the engineer who picks up your call already knows what happened. We hold ourselves to high service standards for every client.
Capabilities
- Networking, circuits & critical-path connectivity
- Server, virtualization & cloud compute estate
- 24/7 NOC monitoring across every managed system
- Patch management on rings, scheduled around your operating windows
- Service desk staffed by named RFA engineers
- Onboarding, offboarding & vCIO roadmapping
Service desk · live
NOC4m
First response
24/7
NOC coverage
99.98%
Managed uptime
Named RFA engineers · agents draft, humans approve
Outcomes
Most incidents resolved before anyone opens a ticket
Tickets that reach an engineer arrive already diagnosed
More issues prevented before they impact your business
One partner accountable for the network, the servers, and the desk
Managed Cloud
A well-governed cloud strategy across Azure, AWS, and Microsoft 365. Backed by clearly defined recovery objectives, tested business continuity processes, and ongoing oversight of infrastructure, licensing, and cloud spend.
Capabilities
- Azure, AWS & Microsoft 365 estate management
- Microsoft 365 & Entra ID tenant administration
- Disaster recovery & business continuity with tested RPO / RTO
- Backup, replication & rehearsed restore
- Migrations with zero business downtime
- Monthly cost governance & rightsizing
Recovery objectives · per system
Tested, not assumed · evidenced for investor diligence
Outcomes
Confidence that your data is protected and your disaster recovery plan is tested
A documented RPO and RTO per system, evidenced for audit and client diligence
One accountable team for the platform, the tenant, and the recovery plan
Right-sized cloud spend, continuously optimized
Compliance & Advisory
A vCISO and GRC team that keeps your control environment aligned with SEC, FCA, and NFA requirements. Your organization remains prepared for audits, examinations, and due diligence requests year-round.
Capabilities
- vCISO & virtual security leadership
- Policy creation & framework management
- Vendor due diligence & DDQ support
- Pen testing, tabletop & AI governance
Control evidence
Evidence pack current
92%DDQ answers maintained continuously, not per request
Outcomes
Pass client and investor due diligence the first time
SEC / FCA examinations handled with confidence
vCISO leadership without a full-time hire
A living, auditable control environment
Development
Transform disconnected systems and spreadsheets into a unified reporting and application environment. With custom development, process automation, and ongoing support, your team gains the tools needed to work more efficiently.
Capabilities
- Warehouse build on Snowflake or Databricks
- dbt modelling, testing & documentation
- Reporting in Power BI, Tableau & Excel
- Custom applications on Postgres
Sources
Governed data layer
lineage · quality · access
Consumers
Any figure traces back to the system it came from
Outcomes
One governed data layer instead of a dozen vendor exports
Reporting that closes on time without manual assembly
Automation built on data the firm can defend
Engineering capacity without new headcount
Most problems are gone before you hear about them.
Every action logged · human approval before execution
From first assessment to steady state.
Assess
A deep-dive into your stack, controls, and gaps. You get a scored roadmap inside 30 days.
Transition
We manage the migration, documentation, and onboarding process, ensuring uninterrupted support from day one.
Operate
A 24/7 service desk and SOC that catch most issues before you do, plus quarterly vCIO strategy reviews.
Evolve
Roadmap refreshes and new capabilities sequenced to what the business needs next, not to a product cycle.
Follow-the-sun, wherever your firm operates.
Offices across North America and Europe hand work around the clock, so the desk in every time zone gets the same standard of response.
Certifications & partnerships
Let's talk about your
technology needs.
Speak with an RFA advisor about IT, cybersecurity,
AI, and compliance for financial services.