
Reliable, Compliance-Ready IT Support for Financial Firms
Secure IT Services Built for Accountants, Advisors, and Finance Teams

As a financial professional, you're the steady hand behind your firm's success, managing audits, client onboarding, and regulatory compliance. But outdated or unreliable IT isn't just a hassle. It's a risk to your data security, client trust, and compliance status.
Stimulus Technologies delivers secure, proactive IT support for financial firms, built specifically to meet the demands of GLBA, FINRA, IRS 4557, and the FTC Safeguards Rule.
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Financial IT Services That Keep You Ahead of Compliance Risks
Our 3-Step Financial IT Support Framework
Step 1:
Assess Your Risks & Needs
We begin with a detailed IT and compliance assessment to uncover:
Workflow inefficiencies
Cybersecurity vulnerabilities
Regulatory gaps
Technology misalignment with business goals.
Step 2:
Secure Your Systems
We implement a layered security stack tailored to financial firms:
Encrypted, off-site backups
24/7 threat monitoring and detection (SIEM, MDR)
Multi-Factor Authentication (MFA)
Role-based access controls and audit logs
Compliance documentation for GLBA, SOX, FTC, FINRA, IRS 4557
Step 3:
Support You Proactively
With predictable flat-rate pricing and fast response times, we:
Monitor your systems 24/7
Provide U.S.-based support, even nights and weekends
Align IT operations with your business strategy
Support your financial software and platforms
Why Financial Firms Choose Stimulus Technologies
A Dedicated Financial IT Support Team
No ticket roulette. You get a consistent team including a System Technician, Admin, Senior Admin, and a Technical Account Manager who understand your unique tools, timelines, and compliance requirements.
Built-In Compliance Support
We help your firm stay audit-ready and regulator-approved by:
- Supporting GLBA, SOX, SEC, and FTC requirements
- Maintaining proper documentation
- Staying current with regulatory changes
24/7 U.S.-Based Help Desk
Market hours, tax season, holidays — we're here. Expect fast response times from experienced technicians who understand financial systems.
Advanced Cybersecurity for Financial Data
Go beyond firewalls. Our multi-layered defense includes:
- Vulnerability scans
- SIEM tools
- Ransomware protection
- Phishing defense
- Endpoint and network monitoring
Business-Driven IT Strategy
We align your tech roadmap with your business goals and review it quarterly to support your firm's growth and compliance readiness.
Vendor Management, Done for You
From QuickBooks to VoIP, we manage your tech stack and work with third-party vendors so you can focus on clients, not troubleshooting.
Support for Financial Software & Tools
We know your platforms inside out, from Envestnet to client portals, and ensure they run smoothly, securely, and efficiently.
Frequently Asked Questions
Do you support GLBA, SOX, FINRA, and other financial regulations?
Yes. Our financial IT support model is built around compliance-first best practices and includes detailed documentation to help your firm stay audit-ready.
Can you keep us running during busy seasons like tax time?
Absolutely. We proactively plan around peak periods with priority support and resource planning to ensure zero downtime when it matters most.
What if our team works remotely or travels often?
We secure your remote workflows with endpoint protection, encrypted connections, and MFA, ensuring secure access from anywhere.
Do we need to replace our current systems?
No. We work with your existing setup and only recommend upgrades that align with your business strategy. No forced migrations.
Can you manage vendors like internet or phone providers?
Yes. We handle escalations and coordination with your vendors so you have one point of contact for all your tech support.
Ready for Worry-Free, Compliance-Ready IT?
Stop putting out tech fires. Start building a stronger, safer, and more productive future for your financial firm.
Schedule Your Free IT & Compliance Risk Assessment or call 877-464-9996 to speak with a financial IT specialist today.




