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ASG Information Technologies
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Financial Advisory · Connecticut

Retirement Planning Consulting Group

A financial advisory firm needed to protect sensitive client data and satisfy regulatory expectations with documented, dependable IT.

The challenge

Advisory firms hold exactly the data criminals want, and they answer to regulators and clients who expect rigorous controls. The firm needed layered security around client financial data, documented compliance, and continuity it could count on.

What ASG did

  • Layered security and access controls around client data
  • Compliance documentation aligned to financial-services expectations
  • Backup and disaster recovery
  • Secure remote work for advisors

The results

Protected, access-controlled client financial data
Documented controls for regulators and clients
Dependable continuity and support
203-440-4413

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Book a 30-minute call. We'll map your stack and tell you straight what's worth fixing first.

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