You don’t need to be a technology or cybersecurity expert to run a modern, efficient advisory practice.

What matters is having the right systems in place — tools that reduce complexity, support your team, and make day-to-day work easier.

The same is true for data security. Your clients trust you with highly sensitive information, and protecting that data is a fundamental part of running a compliant, future-ready business. With the right foundations and practices in place, you can operate with confidence, knowing your practice is secure and resilient — without having to master the technical details yourself.

This section introduces practical tools and resources to help you strengthen your technology and data security foundations. You can also connect with an IT consultant who specializes in working with advisory firms, providing expert guidance tailored to the realities of your business.

    Use these resources below to stress-test your current technology and cybersecurity program

    • Technology ecosystem questionnaire
    • Data security best practices recommendation & checklist
    • Article: Factors to consider when acquiring another firm

    Looking for more hands-on support?

    Every advisory practice is different and sometimes a conversation is the best place to start. Connect with SagePath Consulting to review your technology or cybersecurity needs, identify gaps, and explore solutions designed specifically for advisory firms.

    All fields marked with an asterisk (*) are mandatory.

    *Consultations are exploratory in nature. Should you choose to engage SagePath Consulting for services, those services are provided for a fee.