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Services · Compliance & Advisory

A program that survives the questionnaire.

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.

05

Posture you can evidence.

Most firms discover the gaps in their control environment during diligence, when there is no time left to close them. We run the program continuously instead: policies current, risks registered, vendors reviewed, and the evidence pack already assembled when the questionnaire lands.

What's included

  • vCISO & virtual security leadership
  • Policy creation & framework management
  • Vendor due diligence & DDQ support
  • Pen testing, tabletop & AI governance
Where you stand

Scored on the way in, scored again every year.

Every engagement opens with a gap analysis across six domains and closes the loop with an annual refresh. The dashed line is the posture the managed stack is built to reach.

Governance & Risk ManagementPolicy & DocumentationVendor & Third-Party RiskDiligence ReadinessTesting & AssuranceAI Governance
Current postureTarget with the managed RFA stackIndustry benchmark

Current posture

2.7/ 5

Defined

Target with RFA

4.6/ 5

Optimized

Where the program moves first

AI Governance1.84.3
Testing & Assurance2.44.5
Policy & Documentation2.94.7

Illustrative of a typical opening assessment. Your own scores come out of the gap analysis in the first 30 days.

What you actually get

Thirteen deliverables, not a retainer.

Every line below is scoped, owned, and refreshed on a stated cadence. Nothing here is best-effort advisory time.

Governance

The documented program and who owns it.

04 deliverables

Policy Creation

BCP, IRP, and Infosec Framework, with an annual refresh on every document.

Framework Management

Initial gap analysis plus ongoing maintenance across DORA, GDPR, Cyber Essentials, and NIST CSF.

vCISO Services

Named security leadership accountable for the program, without a full-time hire.

Risk & Compliance Platform

One system of record facilitating vendor DDQ, the risk register, and the policy repository.

Assurance

Evidence that stands up to clients and examiners.

04 deliverables

Cyber Risk Register

Initial assessment plus an annual refresh as the risk picture moves.

Vendor Due Diligence

Third-party review and ongoing monitoring of the vendors holding your data.

DDQ Support

Ten hours of hands-on support answering investor and LP diligence questionnaires.

Due Diligence Readiness Assessment

Initial assessment plus an annual refresh, so you meet diligence already prepared.

Testing

Proof the controls actually hold.

03 deliverables

Vulnerability Management

Continuous scanning, prioritization, and remediation tracking across the estate.

Autonomous Pen Testing

Continuous automated penetration testing in place of a once-a-year point check.

Annual Tabletop Exercise

A facilitated incident simulation that proves the response plan works before it is needed.

AI

Governance for the models your firm is already using.

02 deliverables

AI Governance Framework

Initial policy draft plus an annual refresh, covering acceptable use and model oversight.

GenAI Security & Compliance Platform

Prompt Security monitoring and controlling AI usage: data leakage, prompt injection, and shadow AI.

Mapped to

One control set, every framework it answers to.

Controls are written once and mapped across regimes, so a new framework is a mapping exercise rather than a fresh program.

DORAGDPRNIST CSFCyber EssentialsSECFCANFASOC 2ISO 27001CSSF
What you get

The outcomes that matter to the business.

01

Pass client and investor due diligence the first time

02

SEC / FCA examinations handled with confidence

03

vCISO leadership without a full-time hire

04

A living, auditable control environment

Let's talk about your
technology needs.

Speak with an RFA advisor about IT, cybersecurity,
AI, and compliance for financial services.