Managed IT and cybersecurity since 2010
Managed IT Services and Cybersecurity for Financial Firms
FinFortify Inc. runs, secures and supports the technology behind wealth management firms, accounting and tax practices, banks, credit unions, insurance agencies and private equity firms, with US-based engineers, 24/7 support plans and the documentation regulators and auditors expect.
Trusted since 2010
Hundreds of financial firms supported
24/7 support plans
SOC 2 compliant provider
Managed IT services
One accountable IT partner for your financial firm
Financial firms carry a heavier IT load than most businesses their size. Client records, account numbers and tax returns live on your systems. Examiners, auditors and cyber insurance carriers ask how that data is protected. And one compromised mailbox can turn into a wire fraud loss. FinFortify’s managed IT services for financial firms combine day-to-day support, proactive maintenance and security in one predictable monthly plan, so your team can focus on clients instead of technology.
We monitor and patch your workstations and servers, manage your network and firewalls, run and test your backups, support Microsoft 365 and answer your team’s calls through our IT help desk. Every environment is built on the same security baseline, and the work is documented so you can show how your firm protects client data.
What we do
Managed IT and cybersecurity services built for finance
Managed IT Services
Proactive monitoring, patching, backups, network and firewall management and IT strategy for your whole firm under one plan.
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Managed Cybersecurity
Endpoint detection and response, email security, multi-factor authentication, conditional access and security awareness training.
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IT Support and Help Desk
US-based technicians, 24/7 support plans, remote and on-site support and a ticketing system you can follow in real time.
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Microsoft 365 Managed Services
Licensing, migration, Intune device management, Teams, SharePoint and Exchange Online, set up for financial data.
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IT Compliance Services
Technical safeguards and evidence for SEC Regulation S-P, FINRA, the FTC Safeguards Rule, NYDFS Part 500 and SOC 2 reviews.
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Who we serve
IT support for every part of the financial services industry
Each part of the financial industry has its own regulators, software and busy seasons. We tailor our managed IT services to the way your firm works. We also support publicly traded corporations and other financial services businesses; see all industries we serve.
Financial Advisors and Wealth Management
IT and cybersecurity for RIAs, wealth managers and independent advisors, including SEC Regulation S-P expectations.
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Accounting and Tax Firms
Year-round IT support for CPA firms and tax practices, ready for tax season and the FTC Safeguards Rule.
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Banks
Managed IT and security for banks and their branches, documented the way examiners expect.
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Credit Unions
IT support that protects members and helps credit unions meet NCUA requirements, including 72-hour incident reporting.
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Insurance Agencies
Managed IT for agencies and brokerages, including state insurance data security laws and NYDFS Part 500.
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Private Equity Firms
Responsive, secure IT for partners, deal teams and investor relations, wherever the work happens.
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Security and compliance
Cybersecurity and compliance support for regulated firms
Regulators now expect written programs and proof that they work. Our team puts the technical safeguards in place and keeps the evidence ready, whether the request comes from an SEC or FINRA exam, a state regulator, an auditor or your cyber insurance carrier.
- MDM, MAM and Intune to secure company data on firm-owned and employee-owned devices
- Insider threat monitoring with Microsoft Sentinel and managed behavior analytics
- Message encryption for private client communication
- Security awareness training with phishing and attack simulations and recurring risk reviews
- Incident response playbooks written for your firm
- Conditional access and multi-factor authentication to shrink the paths attackers can use
- Risk management and cyber insurance readiness reviews before renewals
See how we support SEC Regulation S-P, FINRA, the FTC Safeguards Rule, NYDFS Part 500 and SOC 2 on our IT compliance services page.
How it works
How switching to FinFortify works
Step 1
Consultation
We learn how your firm works, which regulators you answer to and what is not working with your IT today.
Step 2
Assessment
We review your devices, network, Microsoft 365, backups and security settings and agree on priorities with you.
Step 3
Onboarding
We document your environment, deploy our monitoring and security tools and close the most urgent gaps first.
Step 4
Ongoing management
Your team calls one number for help while we keep your systems patched, monitored, backed up and secure.
Why financial firms choose FinFortify
Financial industry focus
Since 2010 we have supported hundreds of financial firms, so we already know the software, regulators and client expectations your team works with.
US-based engineers
In-house staff answer your calls, and the engineers who support you understand how financial firms operate.
Predictable monthly cost
One monthly plan covers support, maintenance and security, so you can budget for IT without surprise invoices.
Our offices
Offices in Cherry Hill, NJ and New York, NY
Cherry Hill, NJ
1111 Marlkress Rd, STE 202
Cherry Hill, NJ 08003
Managed IT services for financial firms in South Jersey and the Philadelphia area.
Cherry Hill office
New York, NY
1350 Avenue of the Americas, STE 207
New York, NY 10019
Managed IT services and NYDFS Part 500 support for financial firms in New York City.
New York office
Guides
Guides for financial firms
Regulation S-P Compliance Checklist
The IT controls and records advisers and broker-dealers need for the amended SEC Regulation S-P.
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WISP Guide for Accounting and Tax Firms
What a written information security plan must include under the FTC Safeguards Rule and IRS guidance.
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What Managed IT Services Cost
Pricing models, price drivers, hidden costs and how to compare managed IT quotes for a financial firm.
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FAQ
Managed IT services for financial firms: common questions
What are managed IT services for financial firms?
Managed IT services are an ongoing arrangement in which an outside provider takes responsibility for running, securing and supporting your firm’s technology for a predictable monthly fee. For financial firms, that includes the security controls and documentation that regulators such as the SEC, FINRA, the FTC and state agencies expect.
What does a FinFortify managed IT plan include?
Plans combine help desk support, proactive monitoring and patching, backup and disaster recovery, network and firewall management, Microsoft 365 support and managed cybersecurity. We tailor each plan to your firm’s size, systems and compliance needs.
Can FinFortify help with SEC, FINRA or FTC Safeguards Rule requirements?
Yes. We put technical safeguards such as multi-factor authentication, encryption, monitoring and tested backups in place and keep the evidence ready for exams, audits and insurance questionnaires. Your compliance officer or counsel stays responsible for your overall compliance program.
How much do managed IT services cost?
Pricing depends on the number of users and devices, the systems you run and the level of security and compliance support you need. You pay a predictable monthly fee instead of surprise invoices. Request a quote and we will be in touch within 3 business days.
Do you provide on-site IT support?
Yes. Most issues are solved remotely for speed, and on-site support is available when hands-on work is needed. Our offices are in Cherry Hill, NJ and New York, NY.
Talk with a managed IT provider that knows finance
Tell us about your firm and we will show you how FinFortify can run, secure and support your technology.
