IT Support for Financial Services That Protects Client Assets.

Pricing depends on firm size, number of devices, and compliance requirements. Most financial advisory firms in the 10-50 employee range invest $175-350 per user per month for fully managed IT that includes security, compliance documentation, and support.

We help you implement and document what examiners actually ask for: a written information security program, access management, encryption, incident response procedures, and the customer notification process the SEC's amended Regulation S-P now requires. When examiners ask for documentation, we have it ready.

Examiners are also asking how firms govern AI. Here is what the SEC's 2026 exam priorities mean for your firm.

Multiple layers: email authentication that makes spoofing harder, real-time monitoring for suspicious login attempts and email rule changes, and security awareness training. We watch for the patterns that indicate wire fraud attempts - overseas logins, unusual payment requests, and impersonation attempts.

The most effective control costs almost nothing. We explain it in what your custodian, your clients, and the IRS each ask you to prove.

Businesses have come to us mid-crisis, locked out of their systems. We've never failed to recover their data. Our goal is to prevent the attack entirely - active threat monitoring, tested backups, security training - but if the worst happens, you want a provider who's been through it.

We provide tier 1 support and vendor coordination for portfolio management, financial planning, CRM, and trading platforms. When something's not working, we troubleshoot it. When you need the vendor, we handle the call so you're not on hold during market hours.

We handle the transition - learning your systems, documenting what the previous provider never did. One client had the same IT provider for 17 years before switching to us. They said the transition was "absolutely seamless."