Compliant IT for
Financial Services
& Accounting Firms
Financial data demands the highest level of protection. Gradius delivers SEC, FINRA, and SOX-aligned IT solutions that keep your firm secure, compliant, and audit-ready — without slowing down your business.
IT That Meets the Demands of Finance
From registered investment advisors to CPA firms, Gradius builds secure, compliant IT environments for financial professionals — aligning with regulatory requirements while maximizing uptime and productivity.
Get a Free Assessment →- Regulatory Compliance Management
SEC, FINRA, SOX, and GLBA-aligned IT policies, documentation, and controls — keeping your firm audit-ready at all times. - 24/7 Financial Data Protection
Our SOC monitors your environment around the clock — protecting client financial data and detecting threats before they become incidents. - Financial Platform Support
Expert support for QuickBooks, Sage, Orion, Redtail, Salesforce FSC, and major trading platforms your firm depends on. - Encrypted Data & Communications
End-to-end encryption for email, file sharing, and client communications — meeting GLBA and data protection requirements.
IT Challenges in Financial Services
How Gradius Supports Finance
Frameworks We Align With
We speak the language of financial regulators — so you don't have to become the compliance expert.
24/7 Security Monitoring for Financial Firms
Markets move around the clock — and so do cyber threats. Our SOC monitors your entire environment 24/7, protecting client assets and firm data every hour of every day.
IT Services for Financial Firms
Enterprise-grade managed IT and cybersecurity for financial services — built to the standards regulators demand and clients expect.
24/7 threat monitoring, endpoint protection, and incident response built for financial environments where a single breach can be catastrophic.
- 24/7 U.S.-based SOC monitoring
- BEC & wire fraud protection
- Endpoint detection & response (EDR)
- Ransomware detection & isolation
- Dark web credential monitoring
Ongoing SEC, FINRA, SOX, and GLBA compliance management — including risk assessments, policy development, and audit-ready documentation.
- Annual regulatory risk assessments
- Written Information Security Plan (WISP)
- Policy & procedure documentation
- Staff security awareness training
- Exam and audit support
Expert management and support for your financial planning, portfolio, CRM, and accounting platforms.
- QuickBooks, Sage, Xero support
- Orion, Redtail, Salesforce FSC
- Trading platform integration
- Microsoft 365 for Finance
- Secure client portal setup
Proactive infrastructure management and fast helpdesk support keeping your advisors, analysts, and staff productive every minute of the day.
- 24/7 NOC & help desk support
- Workstation & device management
- Patch management & updates
- On-site field engineer dispatch
- <15 min average response time
Compliant email archiving, records retention, and eDiscovery readiness — meeting FINRA and SEC recordkeeping requirements.
- SEC 17a-4 compliant archiving
- FINRA recordkeeping support
- Instant eDiscovery search
- Legal hold management
- Offsite immutable storage
Encrypted, tested backup and recovery plans ensuring your trading systems and client data are always recoverable — no matter what.
- Encrypted automated backups
- Rapid system restoration
- Tested disaster recovery plans
- BCP documentation & testing
- Cloud and offsite storage
Secure Your Firm.
Satisfy Your Regulators.
Let Gradius handle your IT and compliance so your team can focus on growing client assets. Start with a free technology assessment — no commitment required.
