Industries / Financial Services
IT & Cybersecurity for Financial Firms
Wealth managers, RIAs, broker-dealers, and accounting firms cannot afford downtime or a data breach. ACS delivers managed IT, cybersecurity, and fintech-platform support built around SEC, FINRA, GLBA, and NYDFS obligations, so client data stays protected and your systems stay up through every market open and close. Remote-first, nationwide.
A breach is a regulatory problem first
For a financial firm, the risks are fiduciary and regulatory, not just technical.
Client NPI is a target
A single exposed client record can trigger SEC enforcement, GLBA penalties, and lost assets under management. We lock down non-public personal information end to end.
Downtime during market hours
When a CRM or market-data terminal freezes mid-session, every minute is measured in missed trades and lost trust. We engineer for trading-hours uptime.
Regulators and insurers expect controls
SEC Reg S-P, GLBA Safeguards, FINRA Rule 4511, and NYDFS 23 NYCRR 500 demand documented MFA, encryption, and backups. We map your controls to what examiners test.
Everything your firm needs, one partner
Secure, dependable IT built around how advisors and accountants actually work.
Managed cybersecurity
SOC-monitored EDR and XDR, email and wire-fraud defense, MFA on every app, and dark-web monitoring.
Financial software support
Configuration and support for portfolio, CRM, and market platforms like Orion, Addepar, Envestnet, Salesforce FSC, and Bloomberg.
Compliance & risk mapping
GLBA Safeguards, SEC Reg S-P, FINRA Rule 4511, and NYDFS 23 NYCRR 500 control mapping and documentation.
Cloud, backup & DR
Secure hosting and immutable, tested backups with recovery targets built around market hours.
Secure email & archiving
Hardened Microsoft 365 or Google Workspace with email archiving and supervisory review for books-and-records retention.
Managed IT & helpdesk
24/7 US-based support that understands advisor urgency, with monitoring and patching around market windows.
Getting started takes one call
No obligation, no jargon.
Frequently asked questions
Do you support Orion, Addepar, and other portfolio platforms?
Yes. We deploy, integrate, and support platforms like Orion, Addepar, Envestnet, Black Diamond, and Salesforce FSC, including custodian feeds and data troubleshooting.
Can you help us meet SEC, FINRA, and NYDFS requirements?
Yes. We map your IT controls to SEC Reg S-P, GLBA Safeguards, FINRA Rule 4511, and NYDFS 23 NYCRR 500, and we produce the documentation examiners ask for.
What happens if systems go down during market hours?
Our monitoring catches most failures before you notice, and our response playbooks are built around market-open and close windows with rapid recovery targets.
Do you only work with firms in one region?
No. We are remote-first and support financial firms nationwide, with the same response and monitoring wherever you are.
See where your firm is exposed, before an examiner does.
A free 30-minute consultation on your security, backups, and regulatory posture. No obligation.
Book a Free ConsultationRemote-first · nationwide · 30-day money-back guarantee
How we work with you
Not a ticket queue. You get real people who own your account.
Your own pod (larger clients)
A dedicated full-time team that knows your whole environment, not a rotating queue.
A named account manager
Everyone else gets one Technical Account Manager as a direct point of contact who owns your account.
Remote-first response
Most support, monitoring, and projects are handled remotely, so you are not waiting on a truck roll.
Onsite when it matters
Our own team comes to you for hands-on work and projects as needed, billed per project.