Tech Guru
Platform updates

Our service ships like software. Here are the release notes.

Every client firm runs on the same versioned platform standard. New environments are built to the current version; existing ones are upgraded through rigorous change control. Nobody else in our industry shows you this.

Every version moves through the same lifecycle: in development, scope finalized, tested and locked, then rolled out to clients. Current production standard: V2.1.

V2.2 Scope finalized · client rollout begins August 2026
  • Modernized remote access app replacing the legacy remote desktop client
  • Automated software audits on every endpoint
  • Security event monitoring (SIEM) agent on every endpoint
  • Formal versioned change control: once a release is finalized its scope is frozen, and every change lands in the next release
V2.1 Current production standard · finalized March 2026
  • Data loss prevention rolled out platform-wide
  • Conditional access with compliant-device requirements
  • Geographic access restriction policies
  • Automated threat response with local device isolation
  • Monthly license reconciliation, so firms pay only for actual users
V2 Major release · finalized October 2025
  • Enterprise endpoint detection and response standard on every server and computer
  • Remote access re-architected: remote desktop is never exposed to the internet, with single sign-on as the front door
  • Hardened server baselines and separated administrative accounts
  • Managed patching with defined maintenance windows and a 95% monthly compliance target per client
  • Full-disk encryption on session hosts and file shares
  • Backup standard with tested restores
  • Standardized managed network equipment at client sites

Release notes cover platform-wide changes. Firm-specific work is planned with each client in quarterly Strategic Technology Planning.

A standard that improves every release.

Book a discovery call and see what the current version would do for your firm.

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