IT Support for Financial Services Firms
Secure, Compliant, & Efficient IT Solutions Tailored For Financial Firms
Proactive IT Management for Financial Services
Technology is the foundation of secure and efficient financial operations. Make managed IT the smartest investment for your firm.
Financial institutions such as RIAs, CPAs and financial advisors face increasing regulatory demands, evolving cyber threats, and the need for seamless client service. Navigating these challenges requires IT solutions that enhance security, ensure compliance, and improve operational efficiency.
At Pendello, we provide proactive managed IT, cybersecurity, and strategic consulting tailored to the financial services you provide. Our expertise helps firms stay ahead of industry changes while maintaining a secure and reliable infrastructure. With Pendello, your firm is equipped to adapt, innovate, and thrive in an ever-evolving financial landscape.
Who We Serve
Registered Investment Advisors
Ensuring secure and compliant client data management.
Financial Advisors & Wealth Management Firms
Protecting sensitive financial information while optimizing technology for seamless client interactions.
Investment & Asset Management Firms
Safeguarding investment platforms and financial transactions from cyber threats.
CPAs & Accounting Firms
Strengthening IT infrastructure to support financial reporting, tax preparation, and regulatory compliance.
Insurance Agencies
Implementing secure solutions for managing client policies, claims, and sensitive data.
Client Success Story
Prosperity Planning
Is Your Financial Firm Cybersecure?
Cyber threats are constantly evolving, and financial firms are prime targets for attacks. Are you confident in your organization's cybersecurity posture?
Have you implemented Multi-Factor Authentication (MFA) across all critical systems?
Does your team receive regular cybersecurity training to recognize phishing scams?
Is your data backed up daily and tested for reliability?
Are your employees using secure, unique passwords managed with a password tool?
Do you have 24/7 network monitoring for potential threats?
If you answered NO or I’m not sure to three or more of these questions, your business may be at risk. At Pendello, we specialize in securing financial institutions with proactive IT solutions that ensure compliance, protect client data, and fortify your business against cyber threats.
Get a FREE Vulnerability Assessment Today!
Let us help you identify vulnerabilities and strengthen your cybersecurity posture. Contact Pendello now to safeguard your firm’s future.
How We Can Benefit Your Financial Firm
Seamless IT Operations:
Reliable IT support that minimizes downtime and disruptions.
Cybersecurity & Data Security:
Proactive cybersecurity measures for threat detection and response.
Regulatory Compliance:
Ensure adherence to FINRA, SEC, and other financial regulations.
Cloud & Remote Access Solutions:
Secure access to financial data from anywhere.
Staff IT Training:
Educating employees on cybersecurity best practices and compliance requirements.
24/7 Monitoring & Support:
Proactive issue resolution with round-the-clock monitoring.
Our Expertise
Pendello Solutions specializes in IT services tailored for financial firms, ensuring security, compliance, and operational efficiency. Our expertise includes:
Managed IT Services
Proactive monitoring, cloud solutions, and seamless IT management to reduce downtime and keep financial firms operating efficiently.
Cybersecurity & Compliance
Advanced threat detection, SEC/FINRA compliance support, and multi-layered security strategies to protect sensitive financial data.
IT Strategy & Consulting
Custom IT roadmaps, technology audits, and digital transformation strategies designed to align with financial firms’ long-term goals.
Business Continuity & Disaster Recovery
Reliable backup and recovery plans that safeguard financial institutions from data loss and operational disruptions.
Cloud Solutions for Finance
Secure cloud infrastructure designed for remote accessibility, collaboration, and financial data protection.
Decades of Experience
A trusted IT partner for financial services in the Midwest and beyond.
Our Process
Discover the Pendello Method.
At Pendello, we believe in the power of using technology to drive growth and efficiency. Our process is designed to align IT solutions with business goals while maintaining security, compliance, and operational reliability.
Step 1:
Discovery
Step 2:
Strategic Planning
Step 3:
Implementation & Integration
Step 4:
Continuous Support & Optimization
Step 5:
Adapting to Evolving Technology
Step 6:
Long-Term Partnership
Frequently Asked Questions
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We stay updated on FINRA, SEC, and PCI DSS regulations and implement IT strategies that meet compliance requirements.
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We offer multi-layered security, including firewalls, encryption, endpoint protection, and 24/7 monitoring.
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Yes, we implement secure cloud and VPN solutions for safe remote access to financial data.
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Yes, we offer backup and disaster recovery plans to protect against data loss and downtime.
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Our deep knowledge of financial IT compliance, security, and efficiency makes us the preferred partner for financial firms.
Need IT Solutions for the Financial Services You Provide?