Resources

Guidance, answers, and proof — in one place.

Everything you need to evaluate Philotech and get more out of working with us: insights on the blog, straight answers in our FAQs, and the standards behind our work in the Trust Center — plus a couple of free tools to check your own exposure.

Philotech colleagues collaborating on a client IT project
Free tools

Start with a quick self-check.

Free DOL & FTC Cybersecurity Checklist

A self-check built for TPAs and RIAs against DOL and FTC Safeguards expectations. See where your gaps are before an auditor finds them.

Get the checklist

WISP Starter Guidance

Not sure where to start on a Written Information Security Program? Talk to our team and we will walk you through it.

Get started

Prefer to just talk it through?

A 30-minute call is often faster than any download. We will tell you honestly where your risk is.

Book a Discovery Call