Case Study: Creating a Secure Cloud-Based Infrastructure

Miles Technologies works with an investment advisory firm to migrate their business systems to the cloud while also improving their cybersecurity and client data protection.

The Client

A Financial Advisory Firm

The client is a Philadelphia-based, independent Registered Investment Advisor (RIA) with clients located throughout the country and in several international locations.

The Challenge

Cybersecurity Threats in the Financial Sector

As with many organizations in the financial sector, the firm faces an increasing pressure to ensure the safety and privacy of their client data. They needed to solve how to efficiently maintain a high level of cybersecurity while continuing their high level of dedication to clients’ needs.

The Strategy

Overcoming Cybersecurity in the Cloud

Hosting their systems on an outdated local server was compromising the security of the financial firm’s client data. With this in mind, they wanted to get their cybersecurity up to standard while decreasing the need to dedicate attention towards cyber threats and the ever-changing compliance requirements for financial technology.

Plan Checklist

Planning the Next Steps

The firm consulted with Miles Technologies and chose to pursue a gradual migration of technology to the cloud. Cloud providers would be selected based on fulfilling both technical and functionality needs of the firm.

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Automating System Updates

Using cloud services means the provider will keep their system up-to-date and secure. This essentially shifts the ownership of compliance from the firm to those providers and allows them to focus their time elsewhere.

The Solution

Moving From an In House Solution to the Cloud


The first step was to migrate all core investment applications. This included moving the firm’s hosted platform solution that housed the core wealth management and accounting functionalities needed for their business.


Once the core migration was complete, all common desktop productivity and messaging followed. This shift was made by moving to Microsoft Office 365 and Azure which offers extensive options for hosting, making it ideal for the firm’s needs.


Miles Technologies helped the financial firm mitigate the risk of migration by providing a proof of concept of the Microsoft platform. This allowed the firm to test functionality and determine the most appropriate set of solutions.

The Results

Highly Available Systems and a Secure Infrastructure

The firm now relies on its hosting providers to maintain the security and availability of the technology infrastructure. This has resulted in the following:


Secured Computing Environment

The firm’s new cloud solutions help to keep their client data more secure and and software systems up-to-date.


Predictable Technology Budget

The financial firm no longer has to worry about sporadic fees for system maintenance and business technology updates.


Highly Available Systems

The firm’s systems and client data are now all securely stored and run from the cloud, accessible from anywhere.

The increased functionality and reduced management overhead of the technology allows the advisory firm to concentrate more closely on their clients’ financial well being.

Keeping Up With Cybersecurity Compliance Standards

Cybersecurity is constantly evolving. With the Miles Assurance Plan, we continue working with our customers to ensure they remain compliant and secure. This involves continued research and development on the latest cybersecurity technologies and recurring gap analyses to ensure systems are in check. Any security or compliance policy is a living process that needs to be continually evaluated. As policies evolve, we adapt your technologies so you can always focus on what matters most: your business.

“I am a new employee of BCG Securities and I am operating from a remote office. I had some difficulties with my computer, but after speaking with your staff, all my problems have been resolved. Very courteous, friendly, and professional service!”

~Kelli Stevens, Financial Advisor
BCG Securities, Inc.
Cherry Hill, NJ

Customer Since 2011

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