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Protect Your Firm from Fraud and Cyber Disruption

Your clients rely on your RIA firm to protect sensitive financial information and deliver timely service. Develop an Incident Response Plan (IRP) tailored to your firm to help your team respond to cyber incidents, limit disruption during critical deadlines, and maintain client trust.

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Build a Foundation for Cybersecurity

Over 75% of US firms experienced payments fraud in 2025.1 Use our checklist to build an Incident Response Plan (IRP) making sure your team has defined roles and playbooks.

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Fraud Mitigation Services

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Treasury Management Services

Treasury management services through our parent company, First Financial Bank®, provide protection that helps to monitor for suspicious transactions, detect fraud, safeguard your accounts and prevent security threats.
 
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Customized Prior Day Reporting

Customized Prior Day Reporting, available through our parent company's services, includes all accounts and details for the previous day’s transactions, can easily be delivered via email each morning to multiple users.
 
 
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Insured Cash Sweep

Our parent company, First Financial Bank, has partnered with IntraFi Cash Service® (“ICS”) to offer access to multi-million-dollar FDIC insurance* through its Insured Cash Sweep. Using ICS, instead of spreading funds over multiple banks or keeping your cash balances in other investment vehicles that do not provide access to FDIC insurance, you can have the security, returns, and convenience available utilizing ICS while keeping your cash in one place.