Strategic Technology Leadership
Expert technology leadership on demand for forward thinking Financial Firms
Let the expertise of Aegis Technica navigate the complexities of secure, compliant technology for your firm with a seasoned Fractional Chief Technology & Security Officer (CTSO) who takes away the headaches of making sure technology is done right, so that you can focus on growing your business and sleep at night.
Schedule a Free Consultation
Benefits of a Fractional CTSO
40%
Cost Savings
Average savings compared to hiring a full-time CTO or CISO
100%
Expertise Access
Full access to top-tier tech leadership
30%
Efficiency Gain
Typical operational improvement for clients
Gain unbiased, objective insights and strategic guidance tailored to your firm's needs while scaling your technology infrastructure seamlessly as your business grows.
Team Enhancement
As your Fractional CTSO, Aegis Technica integrates with your existing Compliance & Technology or MSP teams, adding technical expertise to complement regulatory knowledge & day to day support. We transform IT & compliance from a burden into a competitive advantage, ensuring your infrastructure delivers the data integrity, security controls, and documentation needed to exceed audit expectations and allow your firm to grow & thrive.
With financial firms facing over $10B in non-compliance fines every year, our expert guidance helps you stay ahead of regulations and protect your reputation.
Zero Penalties
Track record of 50+ successful SEC audits and counting
Automated Monitoring
Systems that continuously track technology compliance
Regulatory Expertise
Navigate SEC, FINRA, CCPA, Dodd-Frank, and more
Senior Technology Oversight
Supercharge your team with top-tier C-Level technical leadership, enabling other executives to focus on high-impact tasks.
Full Turn-Key Solutions
Operating without dedicated Technical or Compliance teams?
Let us deliver a comprehensive, all-inclusive solution that addresses your complete technology and compliance requirements.
We partner with seasoned industry veterans to provide a fully integrated, turn-key team approach that seamlessly combines Technology & Compliance expertise for maximum efficiency.
Your Dedicated CTSO
Gain all the advantages of having your own Chief Technology & Security Officer who strategically oversees and optimizes your firm's entire technology ecosystem
Responsive Day to Day Support
Access premier US-based technical support for immediate resolution of day-to-day challenges, working in perfect coordination with your CTSO
Comprehensive Compliance Team
Leverage our fully-staffed team of compliance professionals led by an experienced Chief Compliance Officer who work together seamlessly with your technology infrastructure
Services Offered
Technology Strategy
Tailored development for financial institutions
Cloud Migration
Secure infrastructure modernization
Vendor Management
Selection and oversight of tech partners
M&A Consulting
Streamlining mergers and acquisitions
Cybersecurity
Protecting firm and client data
Turn-Key Solution
For when you need a complete Technology & Compliance Team
The Right Fit
ENGAGE
  • Fractional Chief Technology & Security Officer for your business
  • Customized Functional Technology® Framework
  • Quarterly or Monthly Planning calls
  • Manage vendors, employees & contractors
  • 3-month minimum commitment
CONSULT
  • 4-hour Strategy Session using Functional Technology® Framework to focus technology strategy
  • 7-14 day email preparation period
  • Includes technology punch list, blind-spot identification, and 1-6 month project roadmap
ADVISE
  • Strategic advisor as fractional CTSO
  • Available after one 90-Day ENGAGE or one CONSULT session
  • Quarterly or Monthly Planning calls
  • Unlimited email support
  • Long-term growth with minimal financial risk
  • 6-month commitment
CUSTOM SERVICES
Discuss tailored solutions for your unique needs.
The Tangible Benefits for Your RIA with Aegis Technica
Enhanced Security Posture
Dramatically reduce your risk of cyberattacks, data breaches, and the associated financial and reputational damage.
Streamlined Operations
Leverage technology more effectively to automate processes, improve workflows, and enhance productivity.
Confident Compliance
Navigate the complex regulatory landscape with greater ease and confidence, reducing the risk of non-compliance penalties.
Significant Cost Savings
Access top-tier C-suite expertise at a fraction of the cost of hiring full-time executives, freeing up capital for growth initiatives.
Strategic Advantage
Make informed technology decisions that support your firm's growth, improve client satisfaction, and position you for future success.
Peace of Mind
Gain the confidence that your firm's technology and cybersecurity are being managed proactively and strategically by experienced professionals, allowing you to focus on serving your clients and growing your business.
Why Partner with Aegis Technica?
Led by a CISSP Certified industry veteran with extensive financial technology leadership experience, previously serving as CTSO for a premier Financial Platform managing technology for 30+ elite RIAs with over $15 Billion in AUM.
Offering specialized expertise in fintech, cybersecurity, and regulatory compliance with proven success in technology transformations for financial firms. We help businesses thrive through strategic leadership that balances innovation with security - delivering executive-level technology guidance without the cost of a full-time CTSO.
Operational Efficiency
Streamlined RIA workflows through strategic technology implementation. Cross-platform automation enhances collaboration while eliminating bottlenecks.
Bulletproof Cybersecurity
CISSP-certified expertise in regulatory compliance and data protection with comprehensive disaster recovery planning to safeguard your assets.
Expert Technical Leadership
Business-aligned cloud strategy management that reduces infrastructure costs while strengthening security posture.
Measurable Results
Improved productivity, enhanced security, and superior business intelligence that delivers tangible value to your organization.
Book Your Free Consultation
Schedule Today
Join us for a 30-minute discovery call about your technology needs. No obligation.
Contact Us
Email: hello@aegistechnica.com or call 971-395-5900 to speak with a senior advisor.
Additional Resources

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Why a Fractional CTO e-book

In today's regulatory environment, investment advisors face increasing scrutiny from the SEC, particularly regarding technology compliance. This guide explores how a fractional Chief Technology & Security Officer can help your firm avoid common compliance pitfalls, protect your clients' sensitive in

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Navigating the AI Frontier: SEC Expectations & Strategic Imperatives

Artificial intelligence is revolutionizing the financial world. The SEC is closely watching this transformation to safeguard investors, uphold market stability, and support capital growth. This briefing offers a straightforward look at the SEC's perspective, what the inevitable enforceable policies