Services / Security & Compliance

Security and compliance for teams that need to prove it

When a customer sends a security questionnaire or an investor asks about SOC 2, Advisory makes sure your devices, identities, and processes hold up to the review.

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When it comes up

Security becomes urgent at the worst possible time

An enterprise deal hits security review

A large prospect sends a security questionnaire. We supply the device, identity, and access answers and the evidence behind them.

SOC 2 is on the roadmap

Customers or investors ask about SOC 2. We put the IT controls in place early, so there is a track record when your audit window opens.

Someone leaves on short notice

A departing employee still has access to everything. We close accounts, recover the device, and keep a record that it happened on time.

What we manage

The controls behind a clean security review

Devices
  • Encryption and compliance in Jamf and Intune
  • OS and application patching
  • Endpoint protection
  • Security baselines
Identity
  • MFA and conditional access in Okta and Entra ID
  • Role-based access
  • Access reviews
  • Offboarding evidence
People and email
  • Security awareness training
  • Email security
  • Policies employees can follow
  • Vendor questionnaire support
Your SOC 2 effort

We run the controls. Your auditor writes the report.

Advisory works alongside your compliance platform and your auditor. We implement and operate the IT controls your auditor will test and keep the evidence current between audits.

  • Device encryption, patching, and endpoint protection, enforced and reported
  • MFA, role-based access, and regular access reviews
  • Onboarding and offboarding records with timestamps
  • Policies written for how your team actually works

Advisory is SOC 2 Type II audited.

Our Trust Center shows the real-time status of our own security controls, procedures, and policies.

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What clients say

Trusted by teams that live through audits

“As someone who works with many clients on SOC 2 projects, Advisory is the top MSP that I have engaged with. They understand the need for proper change management and tracking.”
Ellie RansomReality Defender
From an inherited environment to governed, right-sized IT, case study preview graphic
Case study: regulated digital health

From an inherited environment to governed, right-sized IT

A legacy access-request system retired in about a month, and device enrollments cut from 278 to 115.

Read the case study

FAQs

Is Advisory an auditor?

No. An independent CPA firm performs your SOC 2 audit and issues the report. Advisory implements and operates the IT controls your auditor will test, keeps the evidence current, and answers the technical questions that come up during the audit.

Do we need a compliance platform?

Most companies preparing for SOC 2 use a compliance automation platform to track controls and collect evidence. We work alongside the platform you choose and connect it to the systems we manage.

Can you help with security questionnaires?

Yes. We answer the device, identity, and access sections and supply the supporting evidence from the systems we manage, so your team is not guessing at technical answers.

What do you need from us to get started?

Admin access to your identity provider and device management, a list of your critical apps, and a short call about your audit timeline or customer requirements. We start with an audit and agree on priorities with you.

Get ahead of your next security review

Tell us what your customers or investors are asking for, and we’ll show you where you stand.

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