Greenboard
AI-based compliance platform for RIAs, broker-dealers and funds: archiving, marketing review, trade and staff compliance
- RIAs
- Broker-dealers
- Asset managers
Compliance & riskCustom quote
Advisor Armor
Cybersecurity compliance platform for RIAs and wealth firms: risk assessments, endpoint monitoring, exam documentation.
Scottsdale, AZ, USFounded 2016advisorarmor.comNot yet confirmed by the company
What it does
Advisor Armor sells a cybersecurity compliance program to financial firms, mainly RIAs, wealth management firms and alternative investment managers, that need to meet SEC, FINRA, state and FTC information-security rules. It combines a web portal with a desktop applet and guidance from its staff.
The platform runs automated risk assessments and vulnerability scans, scans each endpoint through its applet to check device settings against firm policy, monitors vendors and the dark web, and delivers security awareness training and phishing simulations. It also coordinates annual penetration tests and generates the policies, evidence and documentation firms produce during regulatory exams. Consulting firms and MSPs can resell or white-label the platform through a partner program.
Advisor Armor was founded in 2016 and is headquartered in Scottsdale, Arizona. The company says it serves more than 1,000 financial services firms.
Best for
- Serves
- RIAs, Broker-dealers
Features
- Automated cybersecurity risk assessment
- Endpoint compliance scanning applet
- Vendor risk monitoring
- Phishing simulations and security training
- Vulnerability scanning
- Dark web monitoring
- Exam-ready policies and evidence
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Hybrid
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