Chicago-area RIAs, wealth managers, and investment advisors deserve websites that work as hard as they do. GLBA-compliant, SOC 2-ready design. Secure client portals. Encrypted lead forms. MFA on admin. Trust at every click.
A financial advisor website is not just marketing—it is a data protection asset. Each component serves trust and compliance.
MFA-protected, encrypted. Clients access statements, forms, documents safely. Zero exposure on public web.
GLBA-compliant notice on every advisor site. Clear, conspicuous. Delivered to clients + archived for audit.
Prospect contact forms use HTTPS + TLS. Data encrypted at rest. No plain-text NPI in email or database.
Every client login, form submission, file access logged. Queryable for compliance audits.
Breach notification workflow. Contact templates. Legal hold procedures. Tabletop exercises included.
Serve Chicago's large Polish-American investor base. Privacy Notice + Portal in both languages.
GLBA + state regulations + SOC 2. Your advisor website meets the strictest applicable standard.
Structured, phased approach. Clear pricing at every step.
15-minute call. We identify your GLBA scope, SOC 2 need, state overlay requirements, and top gaps.
Design Privacy Notice, client portal layout, lead form encryption, audit logging. Scope + roadmap + fixed price.
Compliance-ready website. Secure portal with MFA. Encrypted forms. Audit logging live. Staff training scheduled.
Incident response tabletop. Password management training. Breach notification workflows. Documentation for regulators.
Annual risk assessment. Policy updates. Training refresh. Retainer support for incident response + compliance questions.
Foundation for small advisory firms. Full program for larger advisors. Managed retainer to stay compliant year-over-year.
Above are typical Illinois market rates. Media Express pricing is more accessible — we build once and reuse across clients, so you don't pay for someone else's discovery work. Contact us for a personalized quote based on your advisory firm's size and client base.
⚜ Free Consultation →Yes. GLBA applies to financial advisors, RIAs, and wealth managers. It requires documented privacy practices and a comprehensive information security program. FTC enforcement has accelerated since 2023, with penalties up to $46,517 per violation.
GLBA is a U.S. federal law requiring privacy + security for financial institutions. SOC 2 is an independent audit certifying your technical controls (access, encryption, monitoring, incident response). GLBA is mandatory; SOC 2 is optional but increasingly required by larger clients.
Foundation (Privacy Notice + Safeguards foundation): 4-6 weeks. Full Safeguards Program: 3-6 months phased. Time depends on your current state and client complexity.
Not mandatory, but increasingly expected. Even small advisory firms gain competitive advantage with SOC 2. If you plan to grow or serve institutional clients, start with GLBA; SOC 2 is a natural next step.
Our program prepares you with documented Privacy Notice, Safeguards Program, employee training records, incident response playbooks, and annual risk assessments. You'll have evidence of good-faith compliance and a clear remediation framework.
Yes. GLBA applies the same to all clients. We build bilingual (EN/PL) advisor websites and Privacy Notices to serve Chicago's large Polish-American investor base. No extra compliance burden.
Take the free compliance audit. Instant report with your GLBA scope, SOC 2 need, state overlay, and a clear roadmap to compliance-ready operations.