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Compliance-Ready WordPress and Google Workspace for Registered Investment Advisors

Digital systems configured for security, retention, supervision, and exam readiness.

What We Do

We implement and support WordPress and Google Workspace environments for Registered Investment Advisors with regulatory alignment in mind.
 

We handle the technical execution so your systems reflect your compliance obligations.

How We Work

  1. Short scoping call

  2. Clear hourly estimate

  3. Implementation

  4. Written summary of configuration decisions for your records
     

We do not provide legal advice or compliance consulting.
We implement systems in alignment with the regulatory requirements you and your compliance partner define.

Pricing

Flat $250 per hour, or contact us about retainers.

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Compliance-Ready Offerings

1 

WordPress

  • New site builds or cleanup of existing sites

  • Disclosure placement and structural alignment

  • Security hardening and access controls

  • Audit logging and version archiving

  • Accessibility alignment (WCAG awareness)

  • Ongoing technical support

2

Google Workspace

  • Secure domain and account configuration

  • Multi-factor authentication enforcement

  • Role-based access controls

  • Google Vault retention setup

  • Email governance configuration

  • Offboarding and supervision workflows

  • Documentation of system configuration

3

General Technical Support

  • Troubleshooting

  • Performance issues

  • Plugin conflicts

  • Workspace administration

  • Vendor coordination

Get Started

Let’s identify your tech bottlenecks with a quick, no-pressure systems review. We’ll see if we’re a fit to help you scale.

Blue Fiber Optics in the shape of the globe.

Ready to Modernize your Digital Services?

Let’s build something that lasts.

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