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The Microsoft 365 Security Checklist for RIAs
15 critical Microsoft 365 settings to lock down today. Stop phishing, prevent breaches, and close the compliance gaps most RIAs don't know they have.
15 essential M365 security settings every RIA should enable
Step by step configuration instructions for each setting
Blocks 99.9% of credential based attacks with proper MFA setup
Covers identity, email, data protection, and device management
Explains why each setting matters specifically for RIA operations
Can be implemented today by your IT team or managed provider
15 Settings Covered
Built for RIAs
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What's Inside
Everything You Need to Lock Down Microsoft 365
Identity and Access Controls
Enable MFA, review Global Admin accounts, and turn on Security Defaults so compromised passwords don't turn into compromised firms.
Anti-Phishing and Email Protection
Configure Defender anti-phishing policies, Safe Links, and Safe Attachments to block the number one attack vector against RIAs.
DKIM and DMARC Email Authentication
Stop attackers from spoofing your domain with the exact DNS records and policy settings Microsoft recommends.
Data Loss Prevention and Encryption
Protect client PII and financial data with DLP policies and encryption settings that keep sensitive info from walking out the door.
Device Management with Intune
Central device management, compliance policies, and remote wipe so a lost laptop never becomes a lost client list.
Alert Policies and Monitoring
Automatic alerts for mass downloads, unusual logins, and ransomware indicators so you catch threats before they spread.
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