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Simplify Compliance

Cybersecurity & Vendor Governance Made Easy

For All Investment Advisors

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Software For Cybersecurity & Vendor Governance

Greytwist simplifies & automates compliance tasks and helps you fulfill your cybersecurity requirements

Vendor Due-Diligence

We relieve the compliance burden of annually assessing vendors and ensuring your firm’s confidence in understanding their data security posture.

Policy & Attestation Management

Automate the signing of policies & attestations (or use our templates) to enforce both internal & external adherence. Active policy management helps improve the way your firm protects clients’ data.

Employee Training

Educate and reinforce employees’ knowledge on cyber threats through guided quizlets. Improving their proficiency on understanding all matters regarding protecting client personal data.

Incident Response

Respond to internal and 3rd party incidents quickly & effectively. Helps obtain compliance by documenting breaches, notifying affected parties, and maintain records.

Access Rights & Controls

By knowing where clients’ PII resides and managing employees’ access to these systems, you can  limit exposure to sensitive information and reduce opportunities for breaches.

Audit & Reporting

Dynamically generate detailed reports to efficiently respond to client and external audit requests outlining what security and data privacy procedures you have in place.

Choose Greytwist

Designed With You in Mind

As an organization required to custodian client’s Personal Identifiable Information, your firm inherits the responsibility to secure this data. Although PII is vital to your operation, firms of all sizes have a difficult time enforcing procedures for safeguarding this sensitive information. Combining that obligation with increasing state and federal regulations makes having a data governance program essential.

Greytwist combines subject matter expertise with software to provide the industry's first Data Governance platform, enabling you to reduce exposure to cyber risks through ongoing vendor assessments, employee training, proactive procedure management, and dynamic reporting.


Fill out the form below to take a look at Greytwist's Data Governance platform today: