Industries

IT Services for Financial & Advisory Firms

Identity, data protection and continuity for firms handling other people's money.

What are the IT priorities for a financial firm?

Identity security first, because credential compromise is how client funds and data get exposed. Then data protection and retention for client records, email security against fraudulent payment instructions, documented access controls for examinations and insurance, connectivity redundancy during closing and filing periods, and recovery plans that account for deadline-driven work.

01

Seasonality changes the risk profile

For accounting and advisory firms, a two-hour outage in March is not the same event as a two-hour outage in July. Redundant internet, tested recovery and change freezes during peak periods are practical controls, not luxuries.

02

What we deliver

  • MFA, Conditional Access and admin separation
  • Endpoint protection and detection
  • Email security and payment-verification procedures
  • Client data protection, retention and recovery
  • Documented access control for examinations and insurance
  • Redundant internet and network resilience
  • Microsoft 365 administration and secure file sharing
  • Help desk support during peak season
03

Documentation is part of the deliverable

Firms are increasingly asked to demonstrate controls — by insurers, by clients and by regulators. Configuration that exists but isn't documented is hard to defend, so we produce written evidence of what is enforced.

Common questions

Straight answers, no sales theater.

Can you support our custodial and tax software?

We support the environment and access side, and act as escalation point with the vendor for application issues.

Do you help with cyber insurance questionnaires?

Yes. We answer them against what is actually deployed and build a plan for gaps rather than answering optimistically.

Schedule an IT assessment.

We review your network, security posture, cloud tenant and recovery plan, then hand you a plain-language report of what we found and what it means for the business.