Secure IT for the Businesses That Handle Your Clients' Wealth
Compliance-focused managed IT services for financial advisors, CPAs, bookkeepers, and financial services firms — protecting sensitive financial data and meeting regulatory requirements.
Financial services firms and accounting practices handle the most sensitive data in any client's life — tax records, investment accounts, banking credentials, and financial plans. Regulators, clients, and cybercriminals all know this. Invincia Technologies provides the security infrastructure and compliance expertise that financial professionals need to protect client data, meet regulatory requirements, and operate with confidence.
IT Problems That Cost You Time & Money
Protecting Sensitive Financial Data
Client tax returns, investment portfolios, and banking credentials are prime targets. We implement encryption, access controls, and data loss prevention to ensure sensitive financial data never leaves your control.
GLBA, PCI-DSS & Regulatory Compliance
The Gramm-Leach-Bliley Act, PCI-DSS, and SEC cybersecurity rules require documented security programs. We build and maintain the technical controls your compliance program requires.
Phishing & Social Engineering Attacks
Financial professionals receive highly targeted spear-phishing attacks impersonating clients, the IRS, and financial institutions. We deploy advanced email filtering and conduct regular phishing simulation training.
Secure Client Portal & File Sharing
Emailing sensitive financial documents is a compliance violation waiting to happen. We implement secure client portals and encrypted file sharing that meet regulatory requirements.
Accounting & Financial Software Reliability
QuickBooks, Sage, Thomson Reuters, and your portfolio management software must be available during tax season and quarter-end. We proactively monitor and maintain these systems to prevent downtime when it matters most.
Tax Season & Deadline Pressure
IT failures during tax season or audit periods are unacceptable. Our proactive monitoring and priority response ensure your systems perform flawlessly when client deadlines are on the line.
IT Support Built Around Your Industry
GLBA Safeguards Rule compliance implementation and documentation
PCI-DSS technical controls for firms processing card payments
Support for QuickBooks, Sage, Thomson Reuters, Orion, and more
Encrypted client portals and secure document exchange
Annual security risk assessments with written reports
Staff phishing simulation and security awareness training
Flat-rate pricing that makes IT costs predictable for your practice
Services We Provide for Financial Services & Accounting Businesses
Compliance Is Not Optional in Financial Services
The FTC Gramm-Leach-Bliley Act Safeguards Rule requires financial institutions to implement a comprehensive information security program. PCI-DSS governs any firm processing card payments. The SEC's cybersecurity rules apply to registered investment advisors. Invincia Technologies implements the technical controls these regulations require and provides the documentation your compliance program demands.
Your Clients Trust You With Their Financial Future
Book a free IT Security Assessment for your financial services firm. We'll identify compliance gaps and security vulnerabilities — and give you a clear plan to fix them.