Align Scales Client Trust and Security with Cavelo

With 85% of its client base registered as investment advisors, Align operates in an environment where security, compliance, and operational due diligence are critical. In addition to direct financial firms, Align also supports service providers such as outsourced COOs, CFOs, law firms, and fund administrators. Their success hinges on delivering high-touch, enterprise-grade IT and cybersecurity services that are responsive to both business needs and regulatory scrutiny.

As Align grew, its existing vulnerability management provider became a bottleneck. The incumbent solution lacked the scalability and flexibility required to support Align’s multi-tenant architecture. This limitation impacted their ability to meet reporting demands and threatened their ability to maintain service quality across a growing client base.

“The provider we were using prior to Cavelo couldn't scale with our organization… The technology wasn't innovating as well as we felt it should have been.”

Align was also looking for a partner that would not just provide a tool, but actively collaborate on evolving solutions. With client demands becoming increasingly complex—particularly around data visibility, reporting, and compliance—Align needed a technology provider that could keep pace with innovation and help them maintain a competitive edge.

Align selected Cavelo early in a competitive RFP process, recognizing its potential as a forward-looking platform. As one of Cavelo’s first MSP partners, Align worked closely with the Cavelo team to ensure the platform met its requirements for security, reporting, and ease of deployment.

“Cavelo took the time to understand the challenges of our clientele and created reports we could scale for every single client.”

The implementation process began with internal testing across Align’s engineering and security teams to validate the solution. From there, the team automated deployment processes to ensure fast, consistent onboarding for new clients. By standardizing configurations and adopting best practices, Align was able to offer a scalable solution without sacrificing flexibility.

Key to the partnership’s success was Cavelo’s willingness to listen and adapt. Together, the two teams developed reporting frameworks that Align could use as a baseline for all clients—ensuring a consistent, consumable output even for non-technical stakeholders.