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Legacy IT migration — reducing cost and increasing security.

Over the past decade, financial services firms have moved away from legacy on-premise and virtual desktop infrastructure toward modern, cloud-first alternatives — and FCI has been helping them make that transition.

10+
years of successful migrations
100%
data preserved during transition
Zero
downtime for end users
The Legacy Problem

Three solutions that made sense once — but no longer do.

Local File Servers
Critical business data sitting in an office, not a data center
Remote Desktop Access
Opening firewall ports so users can connect to office computers from outside the network
Virtual Desktop (VDI)
Moving the desktop to a cloud data center, but still requiring a second computer to access it
Local Servers

Your file server doesn't belong in your office.

  1. 01 Physical security is limited — an office cannot match the physical controls, redundancy, and monitoring of a professional data center
  2. 02 Management overhead is real — patching, backups, hardware lifecycle, and disaster recovery all fall on the firm or its IT provider
  3. 03 The risk is elevated — a server with critical client data sitting behind a basic office firewall is a high-value target with low-grade protection
  4. 04 Outside IT firms with open firewall ports — access routinely granted to vendors never subjected to due diligence review. "Trust me" is not a control.
  5. 05 The industry promised it was secure — it wasn't, and we know that now
From
Local file server in the office — physical hardware, manual backups, single point of failure. Firewall ports opened for remote access and vendor support, introducing external exposure.
To
Microsoft 365 SharePoint — enterprise-grade security, automatic versioning, geo-redundant storage. OneDrive syncs files seamlessly. Always-on Gateway VPN — users connect securely from anywhere.
Remote Desktops & VDI

Remote access was never as secure as they claimed.

Whether it was RDP through an open firewall port or a full VDI deployment, the core promise was the same: you don't need to secure the end device. That promise was false.

  1. 01 Remote desktop (RDP) — firms opened ports on the firewall to let users connect from home. Attackers scan for open RDP ports constantly — one of the most exploited entry points in cybersecurity.
  2. 02 No MFA — most firms weren't using multi-factor authentication on these connections — a basic requirement regulators have made explicit.
  3. 03 VDI (virtual desktop infrastructure) — the desktop runs in a cloud data center, but the firm still pays for two computers: the virtual one and the physical one.
  4. 04 Bad user experience — video calls stutter, lag, and drop. VDI often cannot support the software updates that cybersecurity regulations require.
  5. 05 The false promise — both solutions claimed the endpoint didn't matter. Regulations disagree. Any device used to access private data must be protected, secure, compliant, and controllable.
Regulatory Reality

Every device that stores or accesses client data must be accounted for.

  1. 01 Protected — endpoint protection, encryption, and threat detection must be active on every device
  2. 02 Secure — the device must meet the firm's security baseline before accessing any system
  3. 03 Compliant — the firm must be able to demonstrate compliance at any time, not just during audits
  4. 04 Controllable — if the device is lost or stolen, the firm must be able to remotely wipe or lock it immediately
  5. 05 Inventoried — every device must appear in the firm's asset inventory with current status and compliance reporting

Ready to retire legacy infrastructure?

FCI works with broker-dealers and branch offices, insurance carriers and agencies, and RIAs. If your firm is still running on local legacy servers, remote desktops, or VDI — we can help you transition to something modern and better.

Phone 973-227-8878
Web fcicyber.com