Industries · Financial services
IT for financial firms that clients can trust.
Managed IT and GLBA support for financial advisors, accountants and lenders
Your clients trust you with their financial lives. We help you protect that trust with secure systems, documented controls and support that keeps advisors and staff productive, especially at deadline time.
GLBA experience
Audit trails documented
24/7 monitoring
$ client-portal --status
> secure. online.
$ mfa --all-users
> enabled.
$ audit-trail --export
> ready.
✓ trust, protected
Built for regulated teams.
Outcomes
What changes when IT supports the trust you've built.
Outcomes financial clients expect.
01
Client data protected
Encryption, MFA and monitoring around sensitive financial information.
02
Audit trails documented
Controls and records ready when examiners or insurers ask.
03
Deadline season, handled
Reliable systems and fast support when the workload peaks.
04
Predictable cost
One monthly fee for most of your IT.
Services
What we handle for financial firms.
GLBA safeguards
Help building and maintaining a written information security program.
Secure email & files
Encrypted communication and secure file sharing with clients.
Identity protection
Multi-factor authentication and access controls for every user.
Backup & recovery
Client records backed up and tested.
Help desk
Real people answer, often right away, and most fixes happen remotely so your team keeps working.
Vendor coordination
We work with your financial software vendors so you don't have to.
Guide
The GLBA Safeguards Rule, in plain English.
Our GLBA guide, written for auto dealerships, explains the FTC Safeguards Rule requirements that apply to many financial businesses.
It covers the written program, risk assessments, MFA, encryption and the steps to keep it all current.
Do you have GLBA experience?
Yes. We help financial businesses meet GLBA requirements and build them into everyday IT.
Can you help us prepare for an audit or exam?
Yes. We document controls, maintain audit trails and help you pull together what's requested.
Do you support accounting and tax software?
We support the systems around it and work with your software vendors when needed.
What does it cost?
Pricing depends on users and devices. Call 661-750-8402 for a real number.
More industries we serve
Healthcare · Engineering & energy · Auto dealerships · Local government · Small business · Manufacturing · Construction · Logistics & transportation · Education · Law firms · Special districts
Or see all industries, managed IT services and co-managed IT.
$ schedule --call --15min
Protect the trust you've earned.
Book a 15-minute discovery call. No pressure and no jargon, just an honest conversation about whether we're a good fit.