IT Services for Financial Advisors

Trusted by advisors who put clients first.

Empowering Advisors to Stay Compliant and Competitive

As a Registered Investment Advisor (RIA) or independent financial advisor, your reputation is impacted by client trust, regulatory compliance, and uninterrupted access to the platforms you use every day. As the industry becomes more competitive, firms turn to us for managed IT and strategic services tailored to their needs, helping them protect sensitive data, meet compliance requirements, and stay efficient in a rapidly changing landscape.

Supporting the Systems and Standards You Depend On

Financial advisory firms face growing complexity as they scale: evolving SEC guidance, cyber threats targeting client data, and increased reliance on digital tools like performance reporting platforms and custodial integrations.

We help investment advisors:

Secure Client Data Across Platforms:

Prevent cyber incidents with proactive threat detection, access controls, and protection for remote and in-office systems.

Maintain Compliance with Confidence:

Meet GLBA, SEC, and state-specific obligations with our built-in Governance, Risk, and Compliance (GRC) platform and audit-ready documentation.

Support Fintech Stack Performance:

Ensure uptime and security across custodial systems, CRMs, and financial planning software.

Relieve Internal IT Burden:

Outsource or support internal IT resources with expert help desk care, endpoint management, and vendor coordination.

Enable Secure Remote Access:

Deliver secure access to client and portfolio data for advisors in the office, at home, or on the move.

Managed IT Services for Financial Advisors

Total IT for Financial Services

Our fully managed IT solution is purpose-built for financial services firms. From advanced cybersecurity and compliance oversight to day-to-day IT support, we help you scale confidently and remain focused on your clients.

24/7/365 service desk support keeps your team productive and systems online Rapid response time expectations and ongoing technology alignment services Advanced cybersecurity, including detection and response, phishing protection, and access control Proactive infrastructure management for optimal uptime Designated Strategic Advisor to align technology investments with operational and growth goals

Cybersecurity and Compliance for Client-Focused Firms

Financial advisors have to strike a balance between meeting client needs, operational agility, and adhering to regulatory requirements. That’s why we provide security and compliance services that keep your firm resilient and fast-paced.

vCISO services and roadmap planning Comprehensive compliance platform and regulatory change management Ongoing audit preparation and documentation support Scalable managed security services Business continuity and incident response planning Employee cybersecurity training and phishing simulations

A Partnership You Can Rely On.

We understand how much your clients rely on you—and that their success is your success. That’s why financial service firms across the United States and Canada trust IT Solutions to manage their IT foundation with care, compliance, and clarity.

While we have been an ITS client for many years, we put off transitioning to a cloud environment, hesitant to “give-up” our data. However, the growing expense of maintaining our own servers and worry about having adequate back-up and disaster recovery procedures, we finally pulled the trigger. The redundant backups and ITS’s level of service provides us peace of mind.

Murray Devine Advisors

Build an IT Strategy That Reflects Your Mission

Partner with IT Solutions to protect your clients’ data, simplify compliance, and strengthen the technology foundation behind your firm.

Talk to a financial services specialist.