Home/Security

Security-first. By default.

For financial professionals, a security breach isn't just a technical problem — it's a trust problem. We treat your website's security with the same rigor you apply to your clients' data.

The four pillars

Defense in depth, not defense in posters.

Every site we operate ships with all four pillars on day one. Not upsells, not add-ons — the floor. If a vendor is quoting you "security" as a line item, they're telling you what they normally leave out.

Hardened Hosting

Isolated server environments, automated daily backups, and enterprise-grade infrastructure that minimizes attack surface and maximizes uptime.

Proactive Monitoring

24/7 uptime monitoring, malware scanning, and real-time threat detection. Issues are identified and resolved before they impact your business.

SSL & Encryption

TLS 1.3 certificates, HTTPS enforcement, HSTS, and encryption standards that protect your clients' data and signal trustworthiness to search engines.

Ongoing Maintenance

Regular core updates, plugin management, vulnerability patching, and performance audits. We stay current so your site never becomes a liability.

SOC 2 hosting partners WCAG 2.2 AA accessible GDPR & CCPA aware SSL Labs A+ rated
Platform & integrations

One platform. Every system you already use.

Your website is the center of a constellation of marketing, CRM, scheduling, and compliance tools. We integrate cleanly with all of them — and we never lock you into anything you'd struggle to leave.

Hardened core platform
Custom-built CMS on a hardened LAMP/JAM stack with edge caching, automated daily backups, and one-click rollback.
Native CRM & analytics
Direct, supported integrations with Salesforce, HubSpot, Redtail, Wealthbox, GA4, and the calendaring tools your team already lives in.
Compliance-aware forms & archiving
Form submissions captured with full audit trails, encrypted-at-rest storage, and optional retention policies that align with SEC, FINRA, and state requirements.
Marketing & lead-gen tooling
Email platforms (Mailchimp, Constant Contact, ActiveCampaign), call tracking, lead-scoring, A/B testing, and chat — configured for you, not bolted on by you.
Salesforce
GA4
Calendly
Mailchimp
HubSpot
Redtail

Need our security questionnaire?

For Enterprise prospects and compliance teams: we maintain a current vendor security questionnaire, SOC 2 attestation summaries from our hosting partners, and a data-handling addendum. Request via the portal.

Request security pack

Security questions before the call?

Send them through the discovery form. We'll have answers ready when we meet.

Contact us