Managed security services give financial firms access to cybersecurity specialists, continuous monitoring, threat detection, vulnerability management, and incident support. However, outsourcing security does not mean outsourcing accountability.
Firms still need to know which devices and applications are being monitored, whether security controls are working, who is responsible for remediation, and how risks are being managed.
Managed Security Services (MSS) provide organizations with ongoing cybersecurity monitoring, threat detection, compliance oversight, and security expertise through a specialized provider. Rather than building and staffing an in-house security operations team, businesses can leverage a managed security service to help protect critical systems, monitor security risks, and maintain a stronger security posture.
A modern managed security service typically includes:
For financial services firms such as RIAs, broker-dealers, and wealth management organizations, managed security services offer access to enterprise-grade cybersecurity capabilities without the cost and complexity of maintaining a dedicated security team.
SurgeONE Cyber goes beyond traditional managed security services by combining centralized device management, compliance oversight, and AI-powered cybersecurity intelligence within a single platform.
The solution enables organizations to enroll, administer, and monitor devices from a centralized dashboard while maintaining visibility into security controls, policy adoption, and overall device health. Real-time posture scoring and risk assessments help firms quickly identify security gaps and prioritize remediation efforts.
Key capabilities include:
Many managed security providers deliver monitoring and threat detection, but financial firms often need greater visibility, accountability, and control. SurgeONE Cyber goes beyond traditional managed security services by helping firms identify blind spots, strengthen compliance, and proactively manage cyber risk.
The challenge: Security teams can only monitor devices they know about. Unenrolled, inactive, or unmanaged endpoints can create significant blind spots.
How SurgeONE Cyber helps: A centralized device inventory tracks enrollment, installation, participation, and device ownership, giving firms a complete view of their security footprint and highlighting monitoring gaps before they become risks.
The challenge: Knowing a device is monitored is not the same as knowing it is secure. Firms often lack visibility into whether critical controls are functioning properly.
How SurgeONE Cyber helps: Continuous monitoring of antivirus protection, encryption, operating system compliance, and other key controls helps organizations quickly identify failed checks, affected devices, and the factors contributing to elevated risk.
The challenge: Generic risk scores do not always reflect a firm's regulatory requirements or operational priorities.
How SurgeONE Cyber helps: Transparent posture scoring, risk classifications, and grading help organizations focus on the security issues that matter most to their business and compliance objectives.
The challenge: Security findings can remain unresolved when responsibilities are unclear.
How SurgeONE Cyber helps: Automated workflows and incident management capabilities assign findings to the appropriate stakeholders, track remediation efforts, and ensure issues are resolved efficiently.
The challenge: Firms often lack visibility into what software employees are using and whether those applications have been approved.
How SurgeONE Cyber helps: A centralized application inventory identifies approved, unapproved, and under-review software while highlighting vulnerable, end-of-life, and potentially risky applications, including unsanctioned AI tools.
The challenge: Traditional monitoring may not reveal how sensitive client and business information is being handled across devices.
How SurgeONE Cyber helps: The SurgeONE Cyber Agent continuously monitors device posture and potential PII exposure across Windows and macOS environments, helping firms strengthen data protection and compliance oversight.
The challenge: Some risks cannot be resolved immediately, but unmanaged exceptions can become long-term vulnerabilities.
How SurgeONE Cyber helps: An Exception Register documents risk acceptance decisions, compensating controls, approvals, and review deadlines, ensuring temporary exceptions remain visible and accountable.
While traditional managed security services focus on monitoring and response, SurgeONE Cyber delivers the visibility, governance, and actionable intelligence financial firms need to proactively manage cyber risk, demonstrate compliance, and strengthen their overall security posture.
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