Protecting the Digital Side of Wealth
Cybersecurity & FTC Safeguards Compliance for Financial Advisors and CPA Firms
Our approach
Trifecta Advantage helps boutique financial firms meet cybersecurity and regulatory requirements quickly and confidently.
We deliver clear, documented assessments that satisfy the FTC Safeguards Rule and cyber-insurance standards — without the enterprise-level overhead.
Our services
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Cybersecurity Risk Assessment
A guided, remote assessment and vulnerability scan aligned to FTC Safeguards requirements.
You’ll receive a written summary identifying your technical and administrative gaps. -
Safeguards Rule Readiness Review
A complete mapping of your controls to the nine core FTC elements — with a remediation plan you can hand directly to auditors or insurers.
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Ongoing Compliance Management
Quarterly reviews, update tracking, and verification reports that keep your firm compliant all year.