Safeguard Your Firm’s Security and Compliance with Agio Foundations

As the leader of an investment management firm, you understand the critical importance of robust cybersecurity and IT governance. Your firm’s data, systems, and operations are the lifeblood of your business, and protecting them is a top priority. But with the threat landscape becoming savvier and more sophisticated by the day, coupled with complex compliance requirements, staying on top of your firm’s security posture can feel like an overwhelming burden. 

Enter Agio Foundations – a game-changing feature transforming the way financial firms like yours approach IT management and cybersecurity. Included as part of Agio’s managed IT and cybersecurity services, Agio Foundations is an automated, nightly process that monitors and manages your firm’s technology environment, equipped with an auto-heal option, ensuring your cybersecurity policies are always up-to-date and your systems are secure. 

How it works 

Agio Foundations, with its comprehensive monitoring, automated policy management, and unparalleled reporting capabilities, is a significant new solution to protect your firm’s most valuable assets and ensure you’re up to date with IT governance best practices. Here’s how: 

• Continuous Monitoring and Policy Enforcement: Agio Foundations consistently scans your firm’s Microsoft environment, comparing your current security configurations and policies against Agio’s comprehensive set of industry-leading best practices. This rigorous, nightly review identifies any gaps or deviations from our security gold standard, giving you peace of mind that your firm’s critical assets are protected. 
• Automated Policy Management and Configurable Auto-Healing: The true power of Agio Foundations lies in its ability to automatically remediate any issues it detects. Rather than leaving you to manually fix configuration errors or missing policies, the system can auto-heal your environment, ensuring your security posture is always up to par. This proactive approach prevents costly security breaches and operational disruptions, freeing up your team to focus on strategic initiatives. 
• Tailored Flexibility: Agio understands every financial firm has unique needs and risk tolerances. That’s why Agio Foundations offers flexible options to accommodate your preferences. You can choose to have the system operate in a fully automated “auto-heal” mode, or you can opt for a more hands-on “risk mode” where Agio’s team notifies you of issues for your review and remediation. The only thing that’s not flexible? You must have multi-factor authentication (MFA) auto-heal in place. MFA is basic cyberhygiene that keeps you (and us) safe. 
• Comprehensive Reporting and Auditability: Agio Foundations doesn’t just secure your environment – it also provides you with detailed, auditable reporting on the state of your IT policies and configurations. This level of transparency is invaluable, not only for demonstrating your firm’s commitment to security and compliance, but also for informing your ongoing risk management strategies. 

The Value of Agio Foundations  

As firms continue to navigate heightened cybersecurity threats and shifting regulatory requirements, Agio Foundations delivers unparalleled value to financial firms like yours. Here are just a few of the key benefits you can expect: 

• Ironclad Security and Compliance: By proactively monitoring and enforcing your cybersecurity policies, Agio Foundations mitigates the risk of data breaches, ransomware attacks, and other costly security incidents. This robust security foundation also ensures your firm’s compliance with SEC, FINRA, and other industry regulations, protecting you from fines and reputational damage. 
• Reduced Operational Overhead: Managing your firm’s IT security and governance can be a time-consuming and labor-intensive task, distracting your team from their core responsibilities. With Agio Foundations handling the day-to-day monitoring and remediation, you can redirect your valuable resources toward more strategic initiatives that drive business growth. 
• Enhanced Productivity and Reliability: When your firm’s technology environment is consistently secure and well-maintained, your employees can work more efficiently and with fewer disruptions. Agio Foundations’ auto-healing capabilities ensure your systems are always operating at peak performance, maximizing your team’s productivity and minimizing costly downtime. 
• Improved Risk Management: By providing comprehensive, auditable reporting on your firm’s security posture, Agio Foundations equips you with the data you need to make informed, risk-based decisions. This visibility empowers you to proactively address emerging threats, prioritize your remediation efforts, and demonstrate your commitment to risk management to key stakeholders. 
• Differentiated Services: It makes sense to want a full-service MSP that can both manage your environment and reconfigure it based on in-the-moment cybersecurity best practices. Agio Foundations does that while accounting for industry needs, vertical size, and stack specifics unique to you—no out-of-the-box point solution can do that. And no other MSP offers a comparable solution. 
• Trusted Partnership with Agio: As an Agio client, you don’t just gain access to Agio Foundations – you also benefit from Agio’s deep expertise in financial services IT and cybersecurity. Agio’s team of industry-certified professionals will work closely with you to ensure your firm’s unique needs are met, providing strategic guidance and personalized support every step of the way. 

Agio Foundations is a central component of Agio’s holistic IT governance strategy, seamlessly integrated into our solutions. This unified approach means you don’t have to worry about gaps or inconsistencies in your security posture, as Agio’s team of experts work together to safeguard your firm’s systems and data. 

Choosing the Right MSP: Maintain a Solid Cybersecurity Foundation With Agio 

When evaluating managed service providers (MSPs) for your firm, it’s crucial to look beyond the standard suite of IT support services. Now more than ever, cybersecurity and IT governance should be at the forefront of your selection criteria – and that’s where Agio Foundations truly shines. 

Unlike traditional “set it and forget it” approaches, Agio Foundations is designed to provide ongoing, proactive management of your firm’s security policies and configurations. This nightly, automated process ensures your environment is continuously monitored and maintained, preventing critical issues from slipping through the cracks and leaving your firm vulnerable. 

But Agio Foundations isn’t just about technology – it’s also about the human element. Agio understands that effective IT management and cybersecurity require a delicate balance of automation and personalized support. That’s why Agio Foundations is designed to be flexible, allowing you to choose the level of hands-on involvement that best suits your firm’s needs and risk tolerance. 

Whether you prefer a fully automated “auto-heal” mode or a more collaborative “risk mode” that involves Agio’s team, you can rest assured that your firm’s security is in capable hands. Agio’s experienced professionals are always available to provide guidance, answer questions, and ensure your firm’s unique requirements are met. 

Don’t settle for an MSP that simply sets up your systems and leaves you to fend for yourself. Choose a partner like Agio that is committed to the ongoing health and security of your firm, empowering you to focus on your core business objectives while your technology and cybersecurity are taken care of. 

Experience the peace of mind that comes with Agio Foundations – the cornerstone of a truly robust and proactive IT governance strategy. Contact Agio today to learn more about how this innovative solution can safeguard your firm’s future.