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IT for Finance

Secure, Compliant & Efficient—By Design

Defend against wire fraud and data loss, meet GLBA/SOX expectations, and automate busywork—without slowing the business.

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Stop BEC & Wire-Fraud

Harden email, enforce approvals, and validate payee changes with policy + tech—so money moves safely.

Control Sensitive Data

Least-privilege access, DLP, encryption, and audit trails for PII, statements, workpapers, and contracts.

Resilience You Can Prove

Documented RPO/RTO, immutable backups, and tested restores—so audits and incidents don’t derail operations.

How We Help

Services for Finance Teams & Firms

Practical controls, strong UX, and measurable outcomes.

Managed IT & Support
  • • 24/7 helpdesk for traders, advisors, and back-office; rapid remote remediation.
  • • Standardized laptop builds with BitLocker/FileVault, self-service software catalog, and asset lifecycle.
  • • Vendor coordination with custodians, e-signature, portfolio/accounting, and compliance archiving tools.
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Cybersecurity & PCI/Compliance
  • • MFA, conditional access, phishing-resistant auth, and device posture checks (Entra ID).
  • • Advanced email security (spoofing detection, URL sandboxing), and wire-transfer verification workflows.
  • • DLP for M365/SharePoint/Exchange with sensitive-info types; logging & alerts for GLBA/SOX evidence.
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Computer Network Infrastructure
  • • Segmented LAN/Wi-Fi for guests, traders, VoIP, and IoT; IDS/IPS and geo-IP policies at the edge.
  • • Zero-Trust remote access; QoS for calls/meetings; always-on monitoring and firmware lifecycle.
  • • Branch connectivity for multi-office RIA/CPA firms with SD-WAN and resilient failover.
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Backup & Disaster Recovery
  • • Immutable backups for file servers, M365 (Exchange/SharePoint/OneDrive), and line-of-business apps.
  • • Documented RPO/RTO with periodic restore drills; ransomware isolation and legal holds for discovery.
  • • Runbooks for outage scenarios and tabletop exercises for business continuity.
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Cloud Services (M365, SharePoint, Azure)
  • • Role-based permissions for client folders & workpapers; sensitivity labels and encryption at rest/in transit.
  • • Intune MDM/MAM for laptops and mobile: compliance policies, app protection, and lost-device wipe.
  • • Retention, journaling, and eDiscovery (Purview) to satisfy audit & supervisory requirements.
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Enterprise AI & Automation
  • • AP automation: OCR invoices, 2/3-way match cues, GL coding suggestions, and approval routing.
  • • Reconciliations: summarize breaks, surface anomalies, and draft variance explanations.
  • • KYC/AML helpers: document extraction, sanctions screening assistance, and case notes summarization.
  • • Email triage & meeting notes: action items and CRM/task updates—securely scoped to your tenant.
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Design for Audit-Proof Resilience

We align RPO (acceptable data loss) and RTO (time to recover) with your supervisory requirements—then prove it with tested restores and reports.

Request a Resiliency Plan
FAQs

Common Questions from Finance Teams

How do you reduce business email compromise (BEC)?

We combine DMARC/SPF/DKIM, advanced phishing filters, strict MFA and conditional access, plus human workflows for payee changes and approvals—then test with simulated phish.

Can you limit who sees client financials?

Yes—role-based access, sensitivity labels, DLP, and encryption. We also enable time-bound access and detailed audit logs for oversight.

Do you support multi-office RIAs or CPA firms?

Absolutely—SD-WAN for branch connectivity, centralized policy, and standardized device builds via Intune keep teams consistent and compliant.

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