Cybersecurity & IT for Financial Services Firms

Compliance-Driven IT for Financial Advisors & Investment Firms

Advanced Computer Technologies (ACT) provides managed IT services and cybersecurity for financial services firms across New Jersey, New York, and the Northeast. We support wealth management firms, financial advisors, broker-dealers, and investment organizations with secure infrastructure, compliance-driven cybersecurity, and proactive IT support aligned with SEC and FINRA requirements. Our team helps financial institutions protect sensitive client financial data, reduce risk, and maintain operational continuity in a highly regulated environment.

Meeting the Security & Compliance Demands of Modern Financial Firms

Financial services organizations face constant pressure to protect client assets, maintain compliance documentation, and ensure uninterrupted access to trading platforms, portfolio management systems, and client communication tools. From safeguarding sensitive financial records to supporting secure remote work environments for advisors, ACT designs technology environments that reduce risk while improving performance. We proactively monitor, secure, and maintain your systems so your firm can focus on clients, growth, and fiduciary responsibility.

Services that our financial service clients find valuable

Disaster recovery solutions
Security and firewall solutions
IT planning and project management
24/7/365 support and emergency response
Desktop, server, and network monitoring, maintenance, and support
Installation and maintenance of backup, storage, and archival systems
Secure, cloud-based document management systems and document scanning
Installation and support for financial software packages
Remote access capabilities, including portable device synchronization and uninterrupted access to critical software and communications
Managed IT Services, allow us to monitor your environment 24/7/365 and correct issues before they become problems

Frequently Asked Questions

Why do accounting firms and financial advisors need a specialized IT provider?

Financial firms handle some of the most sensitive data in existence: client tax records, investment portfolios, Social Security numbers, and banking information. A general IT provider may not understand the unique security requirements, software ecosystems (like QuickBooks, Orion, or Redtail), or data handling expectations that come with serving financial clients. A specialized managed IT provider builds your infrastructure around the specific needs of financial services firms from day one.

How do you support remote and hybrid teams at financial firms?

We set up and manage secure remote access environments including VPNs, cloud desktops, and Microsoft 365, so your advisors and accountants can work from anywhere without compromising client data security. Every remote connection is encrypted and monitored, and we can quickly onboard or offboard staff as your team changes.

What makes financial firms a target for cybercriminals?

Financial advisory and accounting firms are high-value targets because they hold a concentrated mix of personal and financial data for dozens or hundreds of clients making a single successful breach extremely lucrative for attackers. Many small firms are targeted specifically because they’re assumed to have weaker defenses than large institutions, while still holding the same quality of data.

What happens if our firm experiences a data breach or ransomware attack?

We respond immediately. Our backup and disaster recovery solution maintains encrypted, offsite copies of your firm’s data so we can restore your systems with minimal downtime. Beyond recovery, we help you identify how the breach occurred, contain the damage, and harden your environment to prevent recurrence. For financial firms, speed of response is critical to protecting both client trust and your firm’s reputation.

How do you secure client financial data against breaches and theft?

We protect financial data through a combination of endpoint detection and response (EDR), encrypted data storage, multi-factor authentication (MFA), email security filtering, and strict access controls that ensure only authorized staff can reach sensitive client records. We also implement regular security audits and patch management to close vulnerabilities before they can be exploited.

Get Started

The free assessment helps you determine what level of support and vulnerability your financial service business needs. We have decades of experience helping financial service firms fine-tune their environments and correct issues before they become problems.

Please Contact Us our sales department at (973) 758-0500 to schedule an appointment today.