li>Work across a broad security technology stack including endpoint detection and response (EDR), email security platforms, SIEM and log management systems, secure browser technologies, cloud security platforms, IDS/IPS, DLP, WAF, firewalls, and AI security and automation platforms. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.