Industries · Advisors, accountants, lenders & CPAs
Security that satisfies regulators and clients.
Managed IT and cybersecurity for financial advisors, accounting and tax firms, lenders and other financial businesses that must protect customer financial information.
What you're up againstFTC Safeguards Rule (GLBA)SEC Regulation S-PFINRA cybersecurity expectationsIRS Publication 4557 (tax professionals)
The challenge
We know what keeps financial services up at night.
The Safeguards Rule has specific requirements
A written information security program, a qualified individual, MFA, encryption, risk assessments and regular reporting.
Clients expect bank-grade security
Firms increasingly face vendor questionnaires and due diligence from clients and partners.
Tax season and closings can’t slip
Peak periods leave no room for downtime or ransomware.
How we help
IT built for financial services, not adapted from somewhere else.
- Keeping businesses running
- 10+ yrs
- Client accounts supported
- 180+
- Endpoints under management
- 25K+
- Average response time
- <15min
- Help building and maintaining a written information security program
- MFA, encryption and access controls for customer information
- Risk assessments, vulnerability scanning and penetration-test coordination
- Vendor and client security questionnaires answered accurately
- Email security against wire fraud and impersonation
- Reporting your board or qualified individual can actually use
Services financial services rely on
Let's talk about IT for financial services.
Book a free 15-minute consultation. We'll review where you are, what's at risk and what it would take to fix it.