Free Resources
Tools and guides to help you understand where your firm stands, before someone else checks for you. No email required. No gating. Just download.
Don't Trip Over Your Untied Shoelaces
A Quick Compliance Gut-Check for Wealth Management Firms
35-point self-assessment checklist mapped to SEC and state regulatory 2026 examination priorities. Covers governance, access controls, data protection, vendor risk, disaster recovery, Regulation S-P, and AI governance.
What's inside
- Mapped to SEC and state regulatory 2026 exam priorities
- 7 sections covering the areas that matter most
- Context notes for every item, not just checkboxes
- Scoring guide to see where you stand
Want to go deeper than a self-assessment?
Book a 30-Minute Intro CallAssessment Overviews
One-page overviews for each vertical we serve.
Compliance Readiness Assessment Overview
Your Cybersecurity Controls Look Fine on Paper. Will They Hold Up?
One-page overview of the 10-day Compliance Readiness Assessment: what we check, what you get, how we fit alongside your compliance consultant and IT provider.
RIA Cybersecurity Assessment
SEC Examiners Will Ask About Your Cybersecurity Controls
Assessment one-pager for RIAs and financial advisors. Mapped to SEC examination priorities, Regulation S-P (June 3, 2026 deadline), Colorado DORA, and NIST CSF.
Estate Attorney Cybersecurity Assessment
Wills, Trusts, and Powers of Attorney Deserve Better Protection
Assessment one-pager for estate planning firms. Mapped to ABA Rules 1.1 and 1.6, state bar guidance, and state breach notification laws.
Foundation Cybersecurity Assessment
Your Mission Is Built for Generations. Your Technology Should Be Too.
Assessment one-pager for private foundations. Board-ready framing, transparent pricing ($5,000-$7,500), designed for lean teams without dedicated IT.
Guides & Checklists
Self-assessment tools and FAQ resources.
Prospect FAQ Sheet
Common Questions About Working with Solanasis
Consolidated answers to the questions we hear most from RIAs, estate attorneys, and foundations. Pricing, timeline, compliance consultant coordination, and more.
Regulation S-P Readiness Guide
What the Updated Regulation S-P Means for Your Firm
Four-page educational guide covering the three major requirements, what most firms are missing, a practical readiness checklist, and a 10-week implementation timeline.
About Solanasis
Our services, team, and capabilities.
Solanasis Intro
Fractional Cybersecurity and Operational Resilience
One-page capability overview: six services with deliverables, independent verification positioning, four-step engagement model, and team credentials. No jargon, no fluff.
Solanasis Capabilities Brief
Cybersecurity and Operational Resilience for Wealth Management
Two-page overview: the 'shoelaces' problem (what most firms miss), our full service suite, team bios, industries served, and how to get started.
For Partners
Referral program details for compliance consultants and MSPs.
Partner & Referral Program
Earn 10-15% for Warm Introductions That Close
Two-page referral kit for compliance consultants, MSPs, and trusted advisors. Program terms, deal protection, and how to refer.
More resources in the works.
We're building guides on vendor risk management and AI governance for financial services. Subscribe to get notified.