Boutique Wealth Management & Advisory Practice
Public-Facing Security Snapshot and Vendor Handoff
It delivered a concise, manually reviewed PDF diagnostic that observed our public-facing configuration issues and prioritized them logically.
Current service
Current price: $199
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Client perspective
Like many lean financial practices, we knew our public-facing setup had accumulated some dust over the years, including split provider ownership, legacy DNS entries, and unmonitored security headers. Other firms wanted to begin with a large monthly retainer. CyberBit’s fixed-price Snapshot was a breath of fresh air. It delivered a concise, manually reviewed PDF diagnostic that observed our public-facing configuration issues and prioritized them logically. There was no upselling or scare tactics, just a clear, vendor-ready action plan that we handed directly to our outsourced IT provider to address that afternoon.
Initial assessment
A safe public-signal review found a stale third-party DNS reference, overbroad email-sender authorization, and a missing browser transport-security header.
Business risk
The findings created avoidable domain-control and email-impersonation exposure, along with weaker browser transport protections that could undermine client trust.
Work performed
CyberBit delivered a structured PDF report that prioritized the findings, documented the DNS and sender-authorization changes for the client’s provider, outlined a staged email-authentication hardening plan, and supplied implementation notes for the web-server header change.
Outcome
The firm’s managed service provider used the report to resolve the critical items in under three hours, giving the client a cleaner external configuration and a documented baseline for follow-up.