Comparing live pricing and terms from 400+ carriers and platforms
Enterprise clients and institutional allocators ask for SOC 2, FINRA, or SEC cybersecurity controls before they sign. A licensed CPA firm issues the SOC 2 report. We source and oversee the network controls they test, and we make sure the documentation is there when they ask.
We were losing deals in diligence. Getting the controls implemented and documented turned the security questionnaire from a blocker into a checkbox.
We implement the technical controls. A licensed CPA issues the SOC 2 report. That split is the honest version, and it is the only version that survives an examination.
| What you have to prove | What we implement and document |
|---|---|
| SOC 2 Trust Service Criteria | Access controls, encryption, monitoring, incident response, and availability SLAs with auditor-ready evidence |
| FINRA and SEC call recording | Hosted VoIP recording with access controls, retention policies, and tamper-evident audit logs |
| GLBA security program | Documented controls, risk assessments, and vendor management files for annual reviews |
| Business continuity for regulated entities | Dual-carrier failover per site, cloud voice that survives a site loss, and written RTO/RPO commitments |
| Cyber insurance renewal | MFA, EDR, backup verification, and written policies packaged for the carrier |
A licensed CPA firm issues the SOC 2 report. Buckeye sources and oversees the network controls they test, and makes sure the documentation is there when they ask.
Ohio is home to major institutions and hundreds of independent RIAs, insurance agencies, mortgage companies, and credit unions. The regulatory environment — SEC, FINRA, GLBA, SOC 2 — demands documented security controls. Most national carriers help with neither the documentation nor the uptime.
Access controls, encryption, monitoring, incident response, availability SLAs. Gap assessment, implementation, evidence collection, and auditor liaison.
SOC 2 Type II is an attestation. A licensed CPA firm writes it. We make sure the controls they test are in place and the evidence folder is complete.
Carriers pay the residual. You pay us nothing directly. Every contract is in your firm’s name. We carry no products.
Thirty minutes with the owner. We will tell you which controls you already have and which ones are theater. Advice costs you nothing.