Accounting firms, registered investment advisors, and insurance agencies operate under regulatory scrutiny. When an SEC examination or a SOC 2 audit asks about their data security posture, they need a record. Roviret gives them one. Automatically. Every month.
RIAs are subject to SEC cybersecurity rules. Accounting firms handling tax returns and financial statements are targets for data theft. Insurance agencies carry client financial data that triggers state-level notification requirements if breached. Every one of these firms has someone — an auditor, a regulator, a compliance officer — whose job it is to ask whether the IT environment was properly managed.
That question does not get answered by a ticket queue your client has never seen. It gets answered by a monthly record that shows what was monitored, what was patched, whether backups ran, and whether any security events were detected and resolved.
MSPs who serve financial services clients without delivering that documentation are doing the technical work and leaving the value invisible. When a competing MSP shows up with a sample report and a clear process, they are not competing on price. They are competing on the thing your client actually needs.
Get My Free Sample Report →Financial services firms need IT documentation that survives regulatory scrutiny. Roviret produces that documentation automatically, every month, branded to your MSP.
| Without Roviret | With Roviret | |
|---|---|---|
| Monthly security posture documentation | Not produced | Delivered automatically |
| Access control status | Visible only in your RMM | Included in every report |
| Business continuity documentation | Not communicated | Backup status and recovery activity included |
| System uptime record | Not sent to clients | Tracked and reported monthly |
| Plain-English summary for principals | No | Yes, every report |
| Time your team spends on reporting | Hours per client per month | Zero |
| Reports branded to your MSP | Not applicable | Yes |
We connect to your stack via read-only API. NDA signed before any access. Supported PSA platforms: ConnectWise Manage, Autotask, Halo. Supported RMM platforms: NinjaRMM, Datto RMM, N-able. This step takes 3 to 5 days. We cannot write to or modify anything in your systems.
We build your branded report template. For financial services accounts, we configure sections around what principals, compliance officers, and auditors need to see: security incident history, access controls, patch compliance, backup integrity, and system uptime. The executive summary is written in plain English for a business reader.
Reports go out automatically every month. You review and approve before delivery, or we send directly to clients. Nobody on your team builds, formats, or exports anything. When APIs change or integrations need updating, we handle it as part of the monthly retainer.
Tell us your PSA and RMM. We build a fully formatted sample in 48 hours. No cost. No access to your live systems needed.
The reports give financial services clients a monthly record of security activity, access control status, patch compliance, and backup integrity. For an RIA responding to an SEC examination or an accounting firm going through a SOC 2 audit, that documentation supports the evidence-gathering process. These are operational records, not a compliance certification. But they show that IT was actively managed, monitored, and documented, which is exactly what regulators and auditors ask about.
Yes. Reports include uptime data for the systems that matter most in your clients' environments. For financial advisory firms or trading operations where unavailability during market hours creates direct business risk, system availability is tracked and reported. A principal or compliance officer can see exactly when systems were available and whether any downtime was logged and resolved. That visibility is what turns a concern into a documented answer.
Reports include an executive summary written for principals and compliance officers, security activity covering threats detected and remediated, access control status, patch compliance, backup integrity and any failures resolved, and system uptime. The language is plain. A managing principal at an accounting firm can read it without IT background and understand their firm's security posture for the month. Technical detail is included for those who need it in a separate section.
Setup covers API connections to your PSA and RMM, data mapping for your financial services client accounts, and the branded template build. The one-time setup fee is $1,500 and the process typically completes in 30 days. After that, reports go out every month for $600 flat, covering your full client roster. There are no per-client fees and no long-term contract after the initial onboarding period.