The majority of firms we work with are small to mid-size — solo advisors, practices with 2–20 staff, boutique wealth management and insurance firms. Our plans are priced and structured for firms without a dedicated IT team. Firm Elite is designed for larger or multi-location operations, but most clients are on Cyber Shield or Practice Defender.

Antivirus catches known malware. Your IT person fixes problems after they happen. Neither is monitoring your environment in real time for active intrusions, compromised credentials, or social engineering attempts. Watch Cloud is the 24/7 layer that sits above both — and the one most firms are missing.

About 30 minutes of your time. We handle the configuration. Most firms are fully monitored within 48–72 hours of signing on. There's no big IT project involved.

When a Practice Defender or Firm Elite client is facing a regulatory audit, Watch Cloud sends the Readiness Kit — a curated set of documentation templates, written security policies, and guided workflows to help your firm demonstrate its security posture to auditors quickly and confidently.

Monthly plans cancel anytime. Annual plans are billed once per year at a lower effective rate (1 month free). No long-term contracts, no cancellation fees on either plan.

Any computer, laptop, or workstation used by your firm — including employee machines used to access client data, firm email, or financial systems. Mobile phones are not counted as devices under current plans.