As a bonus, you have the option to receive a free 1-hour security assessment.
The assessment will include an overall security score as well as scores for each of the 15 elements of the NIST cybersecurity framework that are relevant for investment advisors.
The scores and score explanations will help you determine whether your data protections are adequate or need improvement, and in which areas. Others have used this assessment to demonstrate that their organization can rest easy or might consider additional resources for their cybersecurity program.