Financial Services
IT for Financial Services & Wealth Management
Secure, SEC and FINRA-aligned IT, cybersecurity, and compliance support for financial advisors, CPAs, insurance agencies, and wealth management firms across Covington and Greater New Orleans.
SOLUTIONS
Secure Financial Technology
We engineer high-availability, bank-grade IT infrastructures for wealth managers, CPAs, and financial firms. Protect client assets, satisfy SEC and FINRA requirements, and maintain audit readiness with our total compliance framework.
SEC / FINRA Compliance
Written supervisory procedures, WISP plans, and IT controls aligned to SEC, FINRA, and state regulator requirements.
Bank-Grade Encryption
AES-256 encryption for client financial data, devices, and backups, at rest and in transit.
Audit Readiness
Documentation, evidence collection, and policy controls so you walk into every audit prepared.
Trading Platforms
High-performance multi-monitor workstations for Bloomberg, Schwab, Orion, Redtail, and Tamarac.
Encrypted Email & Archiving
Encrypted email plus 7-year compliant archiving for SEC Rule 17a-4 retention.
Endpoint & Identity Protection
EDR, MFA, conditional access, and dark-web credential monitoring on every workstation.
BUILT FOR COMPLIANCE
Security controls engineered to satisfy auditors, custodians, and insurers.
We deploy bank-grade cybersecurity frameworks that meet strict regulatory standards without hindering your advisors. Protect client assets and maintain seamless compliance across your entire financial operation.
SEC, FINRA, and SOC 2 control alignment
Encrypted communications, file sharing, and storage
Multi-factor authentication on every system
Annual penetration testing and vulnerability scans
Documented incident response and tabletop exercises
Quarterly employee security awareness training
WHO WE SERVE
Financial Firms We Support
We deliver bank-grade cybersecurity and rapid-response IT tailored specifically to regulated financial operations.
Financial Advisors (RIAs)
CPA & Accounting Firms
Insurance Agencies
Wealth Management
Mortgage Companies
Credit Unions
Tax Preparers
Estate Planning
Investment Funds
Secure Your Firm. Pass Every Audit.
Get a free compliance and security assessment for your financial practice.
Your trusted partner for comprehensive IT
solutions, cybersecurity, and business
technology services in the Greater
New Orleans area.
Covington, LA 70433
Mon-Fri: 8:00 AM - 6:00 PM
MANAGED SERVICES
DIGITAL PRESENCE
AI & AUTOMATION
COMPANY
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