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Relentless Protection RIA Firms and Insurance Agencies Technology Managed Service

We Actively Manage Cybersecurity

For registered investment advisors and insurance agents, keeping you compliant while relentlessly protecting their customers and reputation. Powered by enterprise-level people and technology. Cyberfin is not just advisement or another software; it’s a managed solution to provide your agency the protection your customers expect.

Checking the Regulatory Box

It’s essential for agencies to remain in compliance with the regulatory requirements of their industry. Cyberfin helps you meet the requirements of the following regulations:

Relentless Protection

Our goal is to protect businesses when they are especially vulnerable due to remote working and increased digital traffic

Enterprise Grade

Ostra’s security layers are built using top tier security appliances and services. We’ve partnered with Gartner Group’s Magic Quadrant Leaders to offer advanced technology previously only available to large enterprises in an affordable SaaS subscription.

Our Story

We Are Agency Owners. We’ve Been Through This.

When we found about new cybersecurity compliance regulations for RIA firms and insurance agencies, as owners of those firms, we went looking for a solution that not only helped us check the regulatory box but actually proactively protected our customers data.

What we found was anything but what fit  our businesses and industry need.  An enterprise level cybersecurity service and technology for the independent agency.   Cyberfin brings you tailored Cyber Security specifically for firms and agencies.  By combining the Cyberfin advisement and the Ostra technology, you have a company protecting your sensitive data pond.  

Our Approach

Immediate protection and regulatory compliance with Cyberfin.
Your own enterprise grade Cyber Security team that relentlessly protects you from fines, bad reputation and your clients data from the bad guys.
Finally, an all-inclusive Cyber Security management partner!

  • 1. Protect by installing and actively manage our Cyberfin Relentless Protection program for all your agencies users that includes

    > 24 x 7 active management combining our own Security Operation Center and Security Information Event          Management technology

    > E-mail threat prevention

    > Endpoint Security (Anti-virus, malware and ransomware protection)

    > Firewall & VPN Internet Protection

    > Mobile Device Management (MDM)

    > Cloud Security (CASB)

  • 2. Support with compliance assistance in

    > Written Information Security Policy (WISP)

    > Password Management

    > E-mail encryption and archiving

    > Hardware encryption and security updates

    > Multi-factor authentication

    > Security awareness training

    2. Support with compliance assistance in

  • 3. Guide on additional Cyber Security business needs

    > Cyber liability insurance review

    > Penetration and vulnerability scans

    > Vendor Management

    > Risk Advisement

A Secure Agency

Threats are reduced by 98% when the Cyberfin Solution is added to your network.  

Regulatory Compliant

It’s essential for Firms and Agencies to remain in compliance with the industry regulatory requirements.  Cyberfin helps our customers meet the

Proactive Management

From both known and unknown threats, you need relentless, proactive, behind the scenes management to protect the businesses most valuable asset, your data. Cyberfin prevents problems before they happen.


Nothing disrupts a brand’s reputation of a trusted advisor than having to report a breach.  Especially, if it’s in the media due to a hefty fine.  Cyberfin is here to help you prevent any incursions to your customers data and keep your brand’s reputation intact by dealing directly with cybersecurity threats.

our technology

  • Cyberfin Unique

     Proprietary architecture that leverages the most secure and proven platforms available.

  • We combined the best tools available

     To create the proprietary, comprehensive and secure solution that is Cyberfin.

  • The software is installed

     On each computer and runs seamlessly in the background, protecting each entry point. Our 360-degree protection won’t slow down your operations and dynamically updates against the latest attacks.

* Best tools are category leaders in the Gartner Group Magic Quadrant 2018-2019

Our Partners

Cybersecurity News

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Cybersecurity network of connected devices and personal data security

Get Assessment

  • Are You ready?

    Get your free, no obligation cybersecurity self check.