IMPACT 2025

November 4–6

We're trilled to attend the 2025 Schwab IMPACT® conference. If you're headed to IMPACT, we’d love to connect in person. Let’s talk about your goals for the firm and how Myriad can support your continued success.

Attendees

Visit us at our booth

Leigh White

CTO & Owner

Vicki Nelson

Director of Compliance & Supervision

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Our team works quietly in the background, solving problems you don’t see, and handling details you shouldn’t have to worry about. That’s the difference in our approach — and why our clients rely on us year after year.

Built for Regulated Industries

U.S. Based Team

One Point of Contact

Our team works quietly in the background, solving problems you don’t see, and handling details you shouldn’t have to worry about. That’s the difference in our approach — and why our clients rely on us year after year.

We handle it all

OUR SERVICES

At Myriad Advisor Solutions, we understand the heightened risks and regulatory scrutiny independent financial firms face. That’s why we built MASDefense, a cybersecurity solution tailored to your business and its unique compliance demands.

4C is Myriad’s proprietary compliance automation platform, built to work natively within your Microsoft environment – connecting systems, monitoring activity, and reducing manual oversight.

From cybersecurity and cloud infrastructure to everyday helpdesk support, Myriad delivers secure, scalable technology solutions tailored to independent financial firms.

Your brand is more than a logo or a website. It’s how your business is seen, understood, and remembered. Our marketing team helps you build a brand that reflects who you are, supports how you grow, and resonates with the clients you serve.

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Cybersecurity Audit

What We Do:
We conduct a full evaluation of your current technology and security practices to identify strengths, gaps, and opportunities for improvement.

Our Review Covers:

  • Type and condition of equipment in use

  • Cybersecurity protections (what’s secure vs. vulnerable)

  • Age and sustainability of systems

  • Business continuity measures (e.g., backups in place)

  • Overall security of your practice today

What You Receive:

  • A clear, written summary of findings

  • Recommendations on:

    • Which equipment can be repurposed or reused

    • What new solutions should be implemented

    • Backup and continuity strategies

    • An organized estimate with reasoning behind each recommendation

Our Goal:
To give you a comprehensive overview of your technology environment and a practical roadmap to improve security, efficiency, and continuity for your business.

Compliance Review

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