For over 20 years we’ve been supporting financial firms with daily IT support, regulatory compliance, security, and all aspects of disaster recovery, including annual testing.

Security (Cybersecurity)

The top priority for today’s financial firms is security. Cybersecurity is a growing threat and will continue to grow into the future. We provide our financial clients with the hardening of their internal and external systems to mitigate security risks. Maintaining good security practices protects sensitive data and maintains your reputation with your customers. Click here to see a detailed list of our security services.


Managing compliance with state and federal laws such as SEC, FINRA, and MA 201 CMR 17.00 is important for all financial firms. We provide IT support, procedures, and assist with policies to meet the technological aspects of these state and federal regulations.

Disaster Recovery

Business Continuity Planning (BCP) spans both compliance and security. A written BCP should include a Disaster Recovery (DR) plan which needs to be updated and tested annually. We design, implement, and annually test DR plans with our financial clients. Our financial services clients successfully remained operational throughout the Boston winter storms of 2015 using our DR planning.

User and Systems Support

We support the daily technology operations of your financial firm including user support, networking, firewalls, monthly security updates of your systems, backups, and much more. For a full list of offerings see our IT Services section.