Resources

Client Portal

Financial Services

IT Services for Financial Services Firms

Secure, compliant-minded IT for financial advisors, RIAs, insurance agencies, and financial services teams.

Financial services organizations manage highly sensitive personal and financial data and are frequent targets for phishing, ransomware, and account takeover attempts. Downtime, email compromise, or weak access controls can quickly create financial, legal, and reputational risk. We provide specialized IT services for financial services firms focused on security, reliability, and documentation.

Common IT Challenges in Financial Services

Common IT Challenges in Financial Services

  • Protecting sensitive client data and reducing breach risk

  • Preventing wire fraud, business email compromise, and credential theft

  • Meeting compliance expectations and maintaining documentation

  • Supporting secure remote work and mobile access

  • Managing vendors and platforms (CRM, custodians, portals, e-sign, VoIP)

  • Maintaining uptime for client communications and time-sensitive transactions

We build and manage IT environments that reduce risk while keeping teams productive.

Our IT Solutions for Financial Services

Managed IT Services

Proactive monitoring, patching, and support designed for reliability and predictable operations.

  • 24/7 monitoring and alerting

  • Help desk support for staff

  • Patch management for operating systems and key applications

  • Device lifecycle planning and standardization

Cybersecurity & Fraud Prevention

Layered controls to reduce account takeover risk and protect client communications.

  • Advanced email security and phishing protection

  • Multi-factor authentication (MFA) and conditional access guidance

  • Endpoint detection and response (EDR)

  • Secure access controls and least-privilege configuration

  • Security awareness training focused on financial fraud tactics

Compliance-Minded Controls & Documentation

Practical support to help firms align with compliance and cyber insurance expectations.

  • Access control reviews and account management processes

  • Device encryption and secure configuration standards

  • Policies and documentation support

  • Audit-ready reporting options (where applicable)

Secure Cloud Collaboration

Improve productivity while keeping client data protected.

  • Microsoft 365 configuration and security hardening

  • Secure file sharing and permissions management

  • Retention and collaboration workflows

  • Email and calendar reliability improvements

Backup, Disaster Recovery & Business Continuity

Protect your firm from downtime, ransomware, and data loss with reliable recovery planning.

  • Encrypted, automated backups

  • Rapid recovery options for critical systems

  • Business continuity planning

  • Routine backup testing and reporting

Why Financial Services Firms Choose Us

  • Security-first approach tailored to sensitive client data

  • Fast, responsive support when issues impact clients

  • Clear documentation and predictable processes

  • Vendor coordination to reduce downtime and confusion

  • Solutions scaled to your firm’s size and risk profile

Our goal is simple: help you reduce cyber risk, maintain compliance-minded controls, and keep operations reliable.

FAQs About Our IT Services

How do you handle IT support when our team has urgent problems?

We provide fast response times during business hours with direct access to our local support team. Urgent issues affecting multiple users or critical systems get immediate attention. We prioritize problems based on business impact, communicate clearly about resolution steps, and follow through until everything works properly for your staff.

What happens to our data if your backup systems detect a problem?

Our backup systems monitor continuously and alert us immediately when issues occur. We investigate right away to determine the cause, whether it's connectivity problems, storage limitations, or failed backup jobs. We resolve the underlying issue and verify that backups run successfully before considering the problem fixed.

Can you work with our existing it equipment and software applications?

We assess your current technology environment during onboarding and identify what equipment and software we can continue using versus what needs upgrading for security or compatibility. Most existing setups work fine with proper configuration and management. We recommend replacements only when equipment reaches end-of-life or creates security risks.

How do you manage it for businesses with multiple office locations?

We connect multiple locations through secure VPN tunnels or cloud-based systems that allow safe data sharing and centralized management. Each location gets monitored as part of your overall network. Our team coordinates updates and maintenance across all sites to minimize disruption while keeping everything secure and consistent.