Managed IT Services for the Financial Industry in Florida and Georgia
Tailored IT for financial professionals — secure, compliant, and always available. In finance, system failures or security lapses can cost more than money—they damage client trust and brand reputation. Based in Florida and Georgia, our Managed IT services deliver compliance-focused, audit-ready technology designed for CPAs, wealth managers, broker-dealers, banks, and financial firms.
Proactive IT Support
24/7 Security Monitoring and Response
Compliance Made Simple
Scalable IT Solutions
Key Challenges We Solve
Financial Firms are prime targets for cybersecurity threats and IT system failures
Every financial services firm faces a unique set of pressures: regulatory audits, data protection mandates, client trust, and cyber risk. We help Florida and Georgia’s financial professionals reduce IT vulnerabilities while keeping operations secure and compliant.
Downtime During Peak Financial Activity
System slowdowns or outages during tax season or market volatility can delay services, frustrate clients, and lead to reputational loss.
GLBA, SEC, and FINRA Compliance Gaps
Missing controls, weak documentation, or audit surprises can put licenses and credibility at risk.
Remote Work and BYOD Security Risks
Laptops, personal devices, and remote offices often bypass centralized security—leaving client data exposed.
Cyber Insurance & Ransomware Pressures
Financial firms are prime targets. Failure to meet insurer controls can lead to denied claims or rising premiums.
Our Solutions
We design every IT solution around three principles:
Our IT services are designed around three priorities: protect sensitive data, maintain operational uptime, and ensure audit readiness. Here's how we turn financial industry concerns into peace of mind:
High-Uptime Infrastructure & Monitoring
We proactively monitor and support financial systems 24/7—especially during critical reporting, tax, or market periods.
Compliance-First IT Framework
Our services align with GLBA, SEC, and FINRA rules, providing the documentation and risk management needed for clean audits.
Secure Access for All Devices
We lock down remote work and BYOD with encryption, MDM, conditional access, and endpoint monitoring.
Cyber Insurance-Aligned Security Stack
From immutable backups to encryption and threat detection, our stack meets insurer expectations and strengthens your coverage.
Security, Compliance, and IT Solutions for Financial Industry
Everything your organization needs to stay secure, compliant, and efficient
Cybersecurity for Finance
Protect sensitive client data and financial transactions with 24/7 monitoring, anti-phishing tools, and zero-trust security built for financial institutions.
GLBA, SEC & FINRA Compliance Support
We deliver IT controls, monthly attestation reports, vulnerability scans, and encryption policies mapped to financial regulations—across Florida and Georgia.
Data Backup & Disaster Recovery
Prepare for hurricanes and data disasters with immutable cloud backups, frequent recovery testing, and RTO/RPO strategies that meet financial continuity standards.
Financial App & Platform Support
We support and secure line-of-business apps like QuickBooks, M365, client portals, and CRM tools, ensuring performance, uptime, and integration.
Secure Remote Work & Virtual Office Support
Whether your advisors are in the office or remote, we ensure secure, compliant access through VPNs, access controls, and endpoint hardening.
Network & Device Management
We manage encrypted laptops, office servers, segmented networks, and financial IoT (like payment devices) across all office locations—fully monitored and managed.
Frequently Asked Questions
Do you support financial compliance frameworks like GLBA, SEC, and FINRA?
Yes. All our services are mapped to financial compliance standards and come with audit-ready documentation.
Can you help us pass an IT or cyber-insurance audit?
Absolutely. We guide firms through audits, questionnaires, and insurer controls—reducing premium costs and ensuring eligibility.
How do you protect remote staff and mobile devices?
We use encryption, MDM, secure VPNs, and endpoint security to lock down every device accessing financial data—no matter where it's located.
Will you provide disaster recovery for our financial systems?
Yes. We build and test disaster recovery plans tailored for financial workloads and hurricane-prone regions like Florida and Georgia.
Do you offer monthly compliance reports?
Every client receives regular reports on backup status, vulnerability scans, access logs, and more—written in plain language that audit teams appreciate.
Can you scale IT support during tax season or financial reporting periods?
Yes. We offer scalable support that flexes with your workload—adding helpdesk, monitoring, or infrastructure capacity during peak periods without locking you into year-round costs. Perfect for tax season, audit prep, or end-of-quarter reporting.
Ready to Experience Stress-Free IT?
Let’s talk about how we can simplify, secure, and supercharge your business technology.