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Managed IT Services for Finance

Specialized IT Support for Financial Firms

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We know that making IT decisions can be complex. We’re here to help.

Financial services firms are facing unprecedented challenges today. In addition to the usual pressures of market volatility and evolving client demands, the influx of cyber security threats and scrutiny from regulators make the choice of a technology company for network services more critical than ever. Financial firms need a trusted partner, not just an IT vendor — one that has the industry knowledge and technical capabilities to provide specialized guidance to keep them on a stable, secure path.

Our managed services for financial firms provide a comprehensive solution for network management and support with a strategic focus on data privacy and protection, compliance, and stability, without sacrificing productivity.

CRN MSP 500: Top Managed Service Provider


"IT Solutions is not just a vendor to us, they are a trusted partner and solutions provider whom we rely on to provide a secure network that meets the needs of our customers."

Don Wamsley, Dir. of Operations, Strategic Banking Partners

How We Support Financial Firms

Full Coverage

Full Coverage

Our fast and reliable IT support keeps your systems up and running at all times. From infrastructure management to security and compliance to end-user support, we’ve got you covered. Let us focus on your technology so you can focus on your firm’s bottom line.

Data Security & Compliance

Data Security & Compliance

Financial firms are the number one target for cybersecurity attacks today. At the same time, they’re forced to meet strict compliance requirements. Our advanced managed security offerings, specially tailored for financial firms, significantly reduce risks, ensuring your company is compliant and that your client data is protected at all times.

Flexible Access

Flexible Access

Whether your network is in your office, in the cloud, or a combination of the two, we’ll keep your infrastructure and all of your devices up and running 24x7x365. We ensure fast and reliable access from any location, providing maximum flexibility for your users to work wherever and whenever they need to.



Leverage technology as a competitive advantage. Your dedicated vCIO will provide the strategic insight and direction you need to propel your firm forward and maximize your IT investment.

Additional Features

  • Multiple hosting options, including private or public cloud, hybrid, or on-premise support
  • Microsoft Office 365 licensing on up to 5 devices for all users
  • PCI and SSAE-18 Type II compliant data center
  • Easy-to-manage daily data backup for disaster recovery and business continuity
  • Advanced monitoring and custom controls
  • Multi-layered security platforms
  • Data encryption across all devices and programs
  • Two-factor authentication for secure log-on
  • E-mail archiving and mobile device management
  • Proactive IT planning and road mapping
  • 24x7 support services
  • Internal audit support

Financial Credentials

SSAE 18 Type II Compliance

SSAE 18 Type II Compliance

Compliance with SSAE 18 validates that we meet the most stringent industry standards and best practices, and assures our customers that we have the infrastructure and controls in place at every level to safeguard their sensitive financial information and business data.

PCI Compliance

PCI Compliance

A critical compliance standard demonstrating our commitment to protecting client financial information when processing credit card transactions.

Microsoft Tier-1 Cloud Solutions Provider

Microsoft Tier-1 Cloud Solution Provider

An elite accreditation, demonstrating our deep product knowledge of all Microsoft cloud services, including Office 365 and Azure, and our experience providing comprehensive management of private, public, and custom cloud environments.

Financial Firm Success Stories

Strategic Banking Partners

Financial Consulting Firm Chooses IT Solutions for Advanced Security & Compliance Support

Strategic Banking Partners sought an IT partner with an off-site hosting solution and dedicated team for ongoing support. Our private cloud solution with Office 365 proved to meet their strict security and compliance needs and offered the scalability to sustain their growing business portfolio.

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Murray Devine Valuation Advisors

Valuation Firm Chooses NearCloud® for its Operational Expenditure Model and Long-Term Cost Savings

With their hardware and software due for an upgrade, the financial services firm opted to ditch the on-premise infrastructure and move their entire network to IT Solutions private cloud for its  secure and flexible environment, integrated disaster recovery solution and long-term cost savings.

Read More

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