Microsoft 365
4 areas covered
- MFA, Conditional Access, and administrator controls
- SharePoint and OneDrive access reviewed on a schedule
- Managed endpoint protection on supported devices
- Sign-in and sharing records retained for review
Protect client financial information and keep the evidence current
Advisory firms, wealth managers, insurance businesses, and fintech companies do not share one rulebook. They do share the need for controlled access, protected communications, recoverable records, and clear ownership.
Security Stack
Reviews and incidents depend on the same underlying records
A reviewer may ask different questions from an insurer or a client, but each needs to know who had access, which controls were running, what was backed up, and how an alert was handled.
Identity
Protect advisor and administrator accounts
Multi-factor authentication, administrator controls, and sign-in monitoring reduce the reach of stolen credentials. Suspicious sessions and inbox-rule changes follow the agreed response process.
Email
Reduce impersonation and transfer fraud
Email controls filter phishing, fake-invoice, and impersonation attempts. Independent verification of a changed payment or transfer instruction remains a firm procedure.
Access
Limit who can reach client information
Permissions, external sharing, and administrator roles are reviewed in Microsoft 365 or Google Workspace. Separate portfolio, CRM, trading, or policy systems require their own access scope.
Devices
Protect supported devices in scope
Managed endpoint protection, encryption, and security updates apply to supported laptops and phones placed in the program. Alerts are reviewed by a person who can investigate and coordinate the next action.
Recovery
Test recovery for the cloud tenant
Microsoft 365 or Google Workspace data is backed up independently and tested for recovery. Line-of-business applications, local servers, and data held by custodians or vendors need separate recovery decisions.
Evidence
Keep control records current
Scheduled reporting documents the controls Teclara operates, current gaps, and assigned actions. The firm uses those records in its own client, insurance, audit, or regulatory process.
Business Value
What the program does for your firm.
The firm gets clearer access, protected communications, tested cloud recovery, and current records without treating every financial business as if the same regulator or framework applies.
01
Control client information
- Sign-in, administrator, and sharing access reviewed on a schedule
- Supported devices protected with monitoring and encryption
02
Reduce fraud exposure
- Email and sign-in controls around financial instructions
- Training based on impersonation and payment-change scenarios
03
Answer with evidence
- Records for access, backup, monitoring, and alert response
- Quarterly reviews that identify gaps, actions, and ownership
What stays yours
The firm remains responsible for determining which laws, regulators, contractual duties, and notification requirements apply. Teclara operates and documents the security controls in scope but does not certify compliance or replace legal, compliance, insurance, or regulatory advisers. Portfolio, CRM, trading, policy, and custodian systems are included only when named explicitly.
One managed program that covers the controls below.
Managed Security & Compliance covers the full stack: monitoring, endpoint protection, email security, backup, patching, and platform administration on Microsoft 365 or Google Workspace.
- Human-led monitoring
- A 24/7 security team detects and responds to threats, not just an automated alert.
- Endpoint protection
- Managed detection and response on supported staff devices placed in scope.
- Email and fraud protection
- Controls for phishing, impersonation, and invoice fraud, with suspicious activity reviewed.
- Cloud backup and recovery
- Microsoft 365 and Google Workspace backed up daily, with tested restores.
- Login monitoring
- Cloud sign-ins watched for account takeover, with response following an agreed process.
- Patching and vulnerability management
- Systems patched on a defined schedule, with known weaknesses prioritized by risk.
- Security awareness training
- Ongoing training and simulated phishing to keep the team sharp.
- Tenant configuration
- Microsoft 365 or Google Workspace settings reviewed and updated against the security baseline.
Platform Expertise
Secure configuration for Microsoft 365 and Google Workspace.
We configure the identity, sharing, email, and retention controls your firm relies on, then keep them under review.
Google Workspace
4 areas covered
- MFA and administrator access controls
- Gmail phishing and impersonation protection
- Shared-drive and external-sharing access reviewed
- Admin and sign-in reporting retained for review
Included
Configuration updates are part of the service. When our security baseline changes, your environment is updated without a separate project fee.
Frequently asked questions.
Can you support regulatory or compliance reviews?
We operate and document the technical controls placed in scope, such as sign-in policies, access reviews, endpoint protection, monitoring, backup, and response records. Which laws, regulators, frameworks, and notification requirements apply depends on the firm and its activities. Teclara does not certify compliance or replace legal and compliance advisers.
Can you provide evidence for a cyber insurance application?
Yes. We map the controls in scope to the questions on the insurer form and provide current evidence for covered controls. Requirements vary by insurer and policy, so the work supports the application but does not guarantee approval, coverage, or a claim outcome.
How are potential incidents handled?
The security team reviews alerts and follows the agreed response and escalation process around the clock. Available containment actions depend on the systems and authority placed in scope. Legal, regulatory, client, and insurance notifications remain the firm’s decision with its advisers.
What can be recovered after ransomware or deletion?
Microsoft 365 or Google Workspace data in the backup scope can be restored to an available recovery point after the affected account or environment is contained. Recovery time depends on the systems affected, data volume, dependencies, and agreed priorities. Portfolio, CRM, trading, policy, local-server, and custodian systems need their own recovery arrangements.
Is security awareness training included?
Yes. The managed security program includes ongoing awareness training and safe phishing simulations. Scenarios can reflect common impersonation, invoice, and payment-change attempts without claiming that training alone prevents fraud.
Client Feedback
What a client says about working with us.
“Teclara materially improved both our operational responsiveness and our security posture.”
E.C.
Senior Leadership, GTA Consulting Firm
Led by Wadhah Hussain, Teclara's founder
20+ years enterprise IT · Big Four alumnus · Microsoft & Google Cloud specialist
Review what a compromised account could reach
We review sign-ins, administrator access, mail flow, device coverage, sharing, and backup in your Microsoft 365 or Google Workspace environment. You receive written findings and priorities that reflect the systems placed in scope.