Back to Vendor Directory
itSynergy
Contact information may be available to logged in members.
Organization Overview
Most managed service providers (MSPs) offer generic IT support. At itSynergy, we specialize in RIAs. We know your industry’s regulations, workflows, and unique risks — so instead of you teaching us what Bloomberg terminals are or why Regulation S-P matters, we’re already prepared with solutions.
What Makes itSynergy Different?
Compliance + Cybersecurity Expertise in One Partner
itSynergy holds the rare combination of:
o CISSP – Certified Information Systems Security Professional®
o C|EH – Certified Ethical Hacker®
o IACCP – Investment Adviser Certified Compliance Professional®
This unique blend means itSynergy bridges the gap between regulatory compliance and advanced cybersecurity, expertise you won’t find at other IT firms
itSynergy is Process-Driven & Vigilant
o itSynergy is “more process oriented than an air traffic control tower,” as one CEO client put it.
itSynergy offers RIA-Specific Compliance Support
o Incident Response Plans
o Annual Risk Assessments & Testing
o Third-Party Vendor Cybersecurity Assessments
o Policies & Reporting – Clear, regulator-ready documentation that ensures you’re always prepared when the SEC shows up.
itSynergy is the only partner that delivers all three: IT services, advanced cybersecurity, and compliance support — tailored to RIAs.
What Makes itSynergy Different?
Compliance + Cybersecurity Expertise in One Partner
itSynergy holds the rare combination of:
o CISSP – Certified Information Systems Security Professional®
o C|EH – Certified Ethical Hacker®
o IACCP – Investment Adviser Certified Compliance Professional®
This unique blend means itSynergy bridges the gap between regulatory compliance and advanced cybersecurity, expertise you won’t find at other IT firms
itSynergy is Process-Driven & Vigilant
o itSynergy is “more process oriented than an air traffic control tower,” as one CEO client put it.
itSynergy offers RIA-Specific Compliance Support
o Incident Response Plans
o Annual Risk Assessments & Testing
o Third-Party Vendor Cybersecurity Assessments
o Policies & Reporting – Clear, regulator-ready documentation that ensures you’re always prepared when the SEC shows up.
itSynergy is the only partner that delivers all three: IT services, advanced cybersecurity, and compliance support — tailored to RIAs.