itSynergy runs tabletop exercises to help RIAs refine their response and generate documentation regulators respect.

Since 1997, itSynergy has delivered premium IT consulting and managed services to businesses in Phoenix and nationwide, with a specialized focus on Registered Investment Advisers (RIAs). We understand that technology must serve the business, not the other way around — and we design every IT solution around your firm's unique goals, operations, and compliance obligations. Our unmatched expertise in RIA cybersecurity (CISSP Certified), compliance (IACCP® certified), and ethical hacking (CEH certified) enables us to deliver IT services that proactively mitigate risks, ensure regulatory readiness, and safeguard client data. We don’t just provide IT support — we align technology with strategic growth, security, and compliance outcomes. From small businesses with a remote workforce and everything in the cloud to large, multi-site enterprises with in-house IT staff, our team provides specialized IT solutions that include proactive monitoring, cybersecurity-first managed services, regulatory compliance support, and strategic consulting. Located in Phoenix, Arizona, itSynergy serves businesses across the region and the country with RIA-focused expertise, industry-leading certifications, and a deep commitment to securing your future.

Founded 1997