IT Services for
Financial Services Firms
Managed IT and cybersecurity for San Antonio RIAs, wealth management firms, CPA practices, and financial advisors. SEC/FINRA-aware controls. SOC 2-aligned infrastructure. Flat-rate pricing.
Financial Services IT Capabilities
Every control your firm needs to protect client data, meet regulatory requirements, and qualify for cybersecurity insurance.
Data Encryption
End-to-end encryption for client financial data at rest and in transit. BitLocker, FileVault, and encrypted email for all client communications.
EDR/XDR Protection
Enterprise endpoint detection and response on every workstation and server. Real-time threat containment with a 1-hour critical SLA.
SIEM & Audit Logging
Centralized audit logging across all systems. SIEM correlation for unauthorized access detection. Audit-ready log exports for SEC/FINRA examinations.
Compliance Documentation
Written information security policies, vendor risk assessments, and incident response plans aligned with SEC cybersecurity rules and FINRA guidance.
Secure Remote Access
Zero-trust remote access with MFA, conditional access policies, and session recording for privileged accounts. Replaces legacy VPN.
Business Continuity
Immutable off-site backup with tested disaster-recovery runbooks. RTO/RPO commitments documented for regulatory requirements.
Compliance Frameworks Supported
IDENETY MSP provides managed IT controls aligned with the regulatory requirements your firm faces.
Flat-Rate Plans
Predictable monthly pricing. No per-incident billing. No surprise invoices.
- 24/7 RMM monitoring
- EDR/XDR included
- Patch management
- Help desk support
- 10-device minimum
- Everything in CORE
- Full security stack
- Network security
- 1 onsite visit/month
- M365 tenant management
- Everything in COMPLETE
- Managed SIEM + NDR
- Compliance documentation
- 5 onsite visits/month
- vCIO advisory
Frequently Asked Questions
Does IDENETY MSP support SEC and FINRA cybersecurity requirements?
Yes. IDENETY MSP provides managed IT controls aligned with SEC cybersecurity rules (17 CFR Part 275) and FINRA cybersecurity guidance. Our services include written information security policies, vendor risk assessments, incident response plans, audit logging, and MFA on all systems. We help RIAs and broker-dealers meet their cybersecurity obligations.
What compliance frameworks does IDENETY MSP support for financial firms?
IDENETY MSP supports SOC 2 (Type I and Type II readiness), SEC cybersecurity rules, FINRA cybersecurity guidance, PCI-DSS (for payment processing), and GLBA (Gramm-Leach-Bliley Act) safeguards. We provide compliance-aligned managed IT controls, documentation, and audit-ready evidence packages.
How does IDENETY MSP protect client financial data?
IDENETY MSP protects client financial data through end-to-end encryption (BitLocker, FileVault, encrypted email), MFA on all systems, role-based access controls, centralized audit logging, and EDR/XDR on every endpoint. We also configure Microsoft Purview DLP policies to prevent sensitive financial data from leaving your environment.
How much does managed IT cost for financial services firms?
Managed IT for financial services firms starts at $65/endpoint/month on the CORE plan. The COMPLETE plan at $100/endpoint/month includes a full security stack with SIEM and 1 onsite visit per month. The IDENETY enterprise plan at $155/endpoint/month includes managed SIEM+NDR, vCIO advisory, and 5 onsite visits per month. All plans require a 10-device minimum.
Protect Your Clients' Financial Data
Book a free IT assessment. Our engineers will review your current environment and provide a written findings report — no commitment required.