KNX Solutions delivers IT, cybersecurity, and compliance support purpose-built for Registered Investment Advisers and the people who run them. We help small RIAs stay secure, audit-ready, and able to focus on the work that grows the firm.
Every service we deliver is configured for the way regulated firms actually work — protect client data, satisfy the rules, leave a paper trail your CCO can defend.
Generic IT shops don't understand the regulators looking over your shoulder. The result: technology that works on a normal day but unravels the moment an examiner asks for evidence.
KNX bridges that gap. We combine proactive day-to-day IT with cybersecurity built for financial data, compliance documentation that holds up in an exam, and strategy that scales with your firm — all from one team in New York, working with advisors across the country.
You depend on reliable technology every day to serve clients, manage portfolios, and meet deadlines. We make sure your systems are ready for anything — including the days nothing's supposed to go wrong.
We keep your systems fast, secure, and documented so you never lose valuable time, data, or evidence.
Financial firms are prime targets for cybercriminals. One breach can destroy years of client confidence and invite regulatory penalties. We take a layered approach that protects every device, network, and user in your firm.
Our cybersecurity services align with the SEC's expectations for a "reasonably designed" compliance program. You can prove the controls exist, satisfy your insurance carrier, and keep client data protected — every day, not just the week before an audit.
An examiner doesn't just want to see the technology. They want the policy, the staff training records, and the evidence the program is alive year-round. We supply the IT-side artifacts so your CCO isn't reconstructing them in the week before an exam.
We simplify the compliance work so your CCO can focus on the program — not chasing IT documentation in the week before an exam.
Backups don't matter until they do. We make sure yours are real — encrypted, tested, immutable, and ready when something goes wrong.
Regulators expect documented business continuity plans, and Rule 204-2 expects records you can produce on demand. We make sure you not only meet those expectations but can also restore operations within hours when something does break.
Most small RIAs don't need a full-time CTO. They need a strategic IT partner who understands the firm, the regulations, and where the technology has to be in twelve months.
We give you executive-level technology insight that drives growth and ensures your IT investment supports your business — and your obligations — at the same time.