Case Study: Kestra Holdings strengthens IAM and user access with iC Consult and Okta

Kestra Holdings drives 90% consultant adoption with iC Consult

Kestra Holdings, a wealth management firm supporting over 2,400 independent financial professionals, faced significant identity and access management challenges due to its rapid growth through acquisitions. With a complex infrastructure of legacy systems and a lack of standardized processes, they needed to develop an enterprise-wide IAM strategy. They engaged iC Consult to help replace their outdated systems with a modern solution, ultimately selecting products from Okta and SailPoint.

iC Consult implemented an end-to-end identity solution consolidating all subsidiaries onto Okta's platform for authentication and SailPoint for orchestration. The solution featured strong multi-factor authentication and single sign-on, automating the user account lifecycle and improving security and compliance. A dedicated white-glove support service drove exceptional user adoption, with over 90% of their 5,000 consultants using the platform before its official launch. The new IAM foundation also paves the way for Kestra's future migration to a next-generation platform.

Kestra Holdings