Managed cybersecurity & compliance
for financial services, insurance & mortgage

See your own gaps
before your regulator
does.

Your firm gets assessed against the standard it's actually
examined on, SEC/FINRA, DFS Part 500, or FTC
Safeguards. Preliminary findings appear on screen; then
Motiva's founder, Walter Contreras, reviews your full
report personally.

Exam Readiness Review
Complimentary · Founder-reviewed
Scored against the standard your firm is actually examined on.
This is the external view only. Your full Exam Readiness Review — including the documentation and supervision gaps a scan can't see — is reviewed by Walter and sent to your inbox within two business days.
Talk to Walter about these findings
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Since 2009
SOC 2 Type II
NY State approved cybersecurity instructor
5.0 ★ · 500+ Google reviews
300+
agencies & firms
assessed
3
verticals we actually know
24/7
managed monitoring
1
person who answers when it
matters: Walter

Who this is built for

Three industries, by design, not
everyone with a network.

Insurance agencies
DFS Part 500.AIC.
A WISP that isn't a template.
Carriers and state regulators expect a written information security program that actually reflects how your agency operates, not a document you downloaded once and never opened again.
Learn More >
Mortgage firms
FTC Safeguards Rule. Wire fraud. Loan officer email risk.
A Qualified Individual, a real risk assessment, MFA, encryption,
vendor oversight — the
Safeguards Rule isn't optional,
and wire fraud at closing is the
threat that actually costs you
clients.
Learn More >
Financial services firms
SEC & FINRA. AI use nobody
wrote down. Client data
every where.
Copilot and ChatGPT showed up in your firm before anyone set the rules for them. SEC and FINRA expect approved tools, defined data handling, named supervision, and evidence you can produce, the same discipline you already apply to everything else you're examined on.
Learn More >

WHO’S BEHIND THIS

"I lead a team of IT experts focused
on SEC and FINRA compliance."

Walter Contreras is the founder of Motiva Networks and a New York
State–approved instructor for DFS Part 500, he teaches the rule that
examiners hold firms to. He personally reviews every Exam Readiness
Review that leaves the building.

You won't just get a PDF and a follow-up email. I go through it with you
personally, so you understand exactly what's exposed, why it matters to
your examiners, and what it will take to fix it.

"One call to Motiva if any problem arises with our phones or computers, the cost savings of consolidating to one service provider. I have never had an IT firm provide the excellent customer service that I receive from Motiva."
Joel Blitzer · Vice President, Brooks-Waterburn Corp.

What we manage

We become your IT department,
or we back the one you have.
24/7 monitoring and response, without you needing to hire a security team.
Managed IT
We run the environment
Helpdesk and end-user support, endpoint management, Microsoft 365 and cloud administration, servers and network, backup and recovery, procurement, and vCIO strategy. The day-to-day layer most providers call the whole job.
Security
We defend it
24/7/365 monitoring and direct remediation, identity and MFA coverage across devices and cloud, email and token-theft protection, employee training, and third-party vendor risk. Detection you can act on, not a dashboard nobody watches.
Compliance
We prove it
Exam Readiness Reviews, program management for SEC/FINRA, DFS Part 500, NAIC, and FTC Safeguards, cyber insurance readiness, and a client portal holding training records, certifications, and documentation. The evidence an examiner asks for, kept current.
Already have an IT team?
Your team, plus ours.
Many CTOs and IT managers partner with Motiva to extend what their team can cover. They keep the roadmap, the relationships, and the institutional knowledge. We bring a compliance team, round-the-clock eyes on the tenant, and the documentation an examiner will ask for.
Nobody watches overnight
Your team goes home. Token theft doesn't. We run 24/7/365 detection and remediate directly.
You can take a week off
A bench behind your team means nothing stalls when someone is out.
Your team gets our tools
Ticketing, documentation, monitoring and asset tracking, configured and licensed by us.
Compliance isn't an IT skill set
Building controls and turning them into evidence an examiner accepts are different jobs.
You keep
The technology roadmap and budget · business relationships · institutional knowledge of how your firm runs · line-of-business applications and vendors.
We carry
24/7/365 monitoring and remediation · a compliance team and the evidence trail · identity and full MFA coverage · overflow capacity when a project needs more hands.
See the full breakdown →

What working with Motiva looks like

From first scan to quarterly
review, Motiva has you covered.
One team, from day one through every quarter after.
No surprises at any point.
Day one
We help you identify how you stack up against your regulator
How you score against SEC/FINRA or DFS Part 500. Walter reviews the findings himself, then walks you through them — we don't put a firm's gaps in writing over email. It gives us a baseline of what we need to tackle together.
Days 1–30
Closing the gaps, together
We document every machine, every account, every vendor with access. Then we protect: 24/7 monitoring, EDR across your endpoints, MFA on the cloud and the laptops, backup that covers Microsoft 365 itself. All of it in service of complying with regulators and avoiding a breach.
Days 30–60
One team accountable, all systems working in harmony
IT, security, and compliance running as one — your written program, policies, documented risk assessment, access reviews, and training rolled out to your people, all landing in a portal that holds the records. By day 60 you're not just protected — we can show an examiner everything they need. Your dedicated account manager will be with you every step of the audit, with a team of experts across different disciplines. No finger-pointing.
90 days and beyond
Together we conquer
We meet quarterly to review all systems and give you trusted advice on every technology and business challenge — not limited to IT.
"Despite my limited tech skills, Motiva made the transition smooth and easy. Having worked with three other firms before, I never felt fully supported. I had a limited exam from NYS DFS on cybersecurity, when I had questions, and I had many, they were patient and helpful throughout. Making the switch was the best decision I made."
Maureen Kohler · President, Synergy Mortgage

FROM THE FIELD

Real findings. Names removed, lessons kept.
Motiva V1 - Field Notes
FIELD NOTE
TOKEN THEFT
MFA was enforced. The attacker never saw the prompt a stolen session token put them inside the tenant as (...).
FIELD NOTE
ACCESS REVIEW
The employee left in (--) In November their login still worked, and nobody could say who was supposed to have removed it...
FIELD NOTE
DOCUMENTATION
The controls were mostly in place. Not one of them was documented in a way an examiner would accept...
Field notes like these, monthly, from Walter.
Plain Sight: anonymized findings and what they mean for firms like yours. No pitch, unsubscribe whenever.

Exam Readiness Review

Complimentary · Founder-reviewed
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