Co-Managed Services,
the power-up for you.

Partner with Motiva to extend your capabilities, strengthen
security, and deliver enterprise-level IT without losing control.

Book a call with Walter
Managed IT, CYBERSECURITY & COMPLIANCE

Three disciplines. One company accountable for all of them.

Most firms hire an IT provider, then bolt on security, then scramble for compliance evidence
when an exam is scheduled. We run all three as one operation, which is the only way the
third one is ever actually true.

Managed IT
We run the environment
The day-to-day layer most providers call the whole job. For us it's the foundation the other two stand on.
Helpdesk & end-user support
Your people call a team that already knows your agency management system or loan origination platform, not a queue that starts from scratch every time.
Microsoft 365 & cloud administration
Tenant configuration, licensing, and identity, including the default settings most firms never revisit after setup, and which turn into findings later.
Backup & recovery
Including Microsoft 365 itself, Microsoft replicates your data, it doesn't back it up for you.
Endpoint & infrastructure management
Patching, configuration, servers, and network, plus a maintained asset inventory, which is the same list your examiner will ask you to produce.
Email archiving & retention
Books-and-records obligations under SEC Rule 17a-4 and Advisers Act 204-2 don't care that email is easy to delete. We archive it, retain it, and make it searchable when someone asks.
Procurement & vCIO strategy
Hardware, licensing, and a technology roadmap that accounts for what your regulator expects next.
Security
We defend it
Detection you can act on, not a dashboard nobody watches. A real team looks at what fires.
24/7/365 monitoring & remediation
Managed detection and response across every endpoint, with humans investigating, not just alerting you.
Microsoft 365 tenant defense
Token theft and session hijacking bypass MFA entirely. We watch for the sign-in that never triggered a prompt.
Employee security training
Short, recurring, built around real incidents, with completion records that count as evidence.
Identity & full MFA coverage
Multi-factor across cloud apps and the machines themselves, the gap most providers leave open.
Email & phishing protection
Including the inbox rules and forwarding a compromised account quietly leaves behind.
Third-party & vendor risk
A maintained inventory of who has access to your client data, reviewed on a cadence.
Running on
Huntress MDR
Duo MFA
Microsoft Defender
NinjaOne
"Couldn't we just buy Huntress ourselves?"
You could. The licence is the easy part. What you'd still need is someone watching what it reports at 2am, someone who knows whether that detection matters for your firm, and a record of what was done about it that holds up in an exam. That's what you're actually buying.
Compliance
We prove it
Controls that aren't documented don't exist as far as an examiner is concerned. This is the part your current provider almost certainly isn't doing.
Exam Readiness Review
Where you stand against SEC/FINRA or DFS Part 500, reviewed by Walter personally and walked through with you. It's how every relationship starts.
SEC & FINRA readiness
Approved-tool policy including AI use, defined data handling, named supervision, and evidence you can produce.
Client compliance portal
Training records, certifications, risk assessments, and policy documentation in one place, current, and ready when asked.
Written program management
A WISP built to your firm and maintained as you change, not a template filed and forgotten.
DFS Part 500 & NAIC
Risk assessments, access reviews, and the documentation trail your annual certification depends on.
Cyber insurance readiness
Meet what underwriters require before they'll quote, documented so it holds at claim time.
"During an exam, we will be able to connect the examiner with our cybersecurity vendor to address inquiries and produce required documentation. The portal is easy and modern; the admin dashboard is clean and concise. Micro-trainings are very much needed, they keep the team on guard."
Mirella Kozak · Operations Manager, Vivid Mortgages
Walter is a New York State approved cybersecurity instructor.
He teaches the rules examiners hold firms to, and he reviews every
‍Exam Readiness Review personally.
Co-Managed IT
Already have an IT team?
Let's partner.
Many CTOs and IT managers partner with us for exactly the part they don't have time to own: round-the-clock monitoring, a compliance team, and the evidence an examiner will ask for. They keep the roadmap, the relationships, and the institutional knowledge.
What co-managed looks like →
Start with the assessment. The rest follows from
what we actually find.
Read by Walter personally, then walked through with you.
GET MY EXAM READINESS REVIEW
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