Managed IT Services for Financial Firms

ExcalTech provides tailored IT solutions and support to assist Financial Services organizations in effectively managing their technology needs.

IT Solutions Tailored for Financial Firms

Our services focus on enhancing compliance, cybersecurity, communication, and proactive support for every user. We are proud that we have gone more than 6 years without a single cybersecurity event for any of our managed services clients. Let us show you how We Make IT Simple for our financial and accounting firm clients every day!

Want to See How We Can Help Your Business?

Compliance (SEC/FINRA/ECI)

ExcalTech works with financial industry clients to maintain and adhere to the standards of their SEC/FINRA/ECI, PII, and SOC frameworks. Whether it is a backup strategy or creating a DR/BC plan, our team can help!

Cybersecurity

ExcalTech is proud of our industry best approach to cybersecurity. Whether you need a penetration test, vulnerability scan, EDR or XDR solution, or a 24/7 security operations center, we have what your firm needs to be safe.

WORMstorage

Write Once Read Many storage is part of most financial firms’ proper securing of documents. ExcalTech can assist your firm in this solution and other immutable storage options.

Data Retention

Our team works with you to create a backup strategy and maintain proper retention of files to meet your requirements.

Disaster Recovery Planning

Let our team help you plan for the unexpected. When disaster strikes, you want a plan and technology partner to help lead you out of the storm. We Make IT Simple.

Budgeting

Forecasting and managing a technology budget is a lofty task for business owners. Our ExcalTech consultants work with you to anticipate industry trends and meet your technology needs. You manage your business, and we will manage your IT needs.

Hardware Procurement

We source enterprise hardware from the same distributors as SHI and CDW. We do this with considerably less overhead and have the ability to configure and deploy your devices in the field.

Project Work

A third of ExcalTech’s ongoing business is providing expert project work to firms like yours throughout our service areas. Our team can assist in deploying hardware, setting up mobile work sites, wireless networks, office moves, wireless site surveys, cybersecurity tests, and much more.

Testimonial

What Our Clients Are Saying

“My company has worked with ExcalTech for over 12 years and we have had no issues with their work. All the employees we have been in contact with over the years have been very knowledgeable and helpful. In my history with ExcalTech, they have installed two servers for us without any issues. They make recommendations to ensure our server performs to its capabilities and our data is protected while at the same time work with our budget constraints. When asked by others, I recommend ExcalTech for their IT needs as I know I will not be embarrassed by their performance.”
Norris
President, Accounting Firm

Say Goodbye to IT Hassles

Speak with one of our Technology Advisors, who can answer your questions and guide you through the process of implementing the ideal solutions for your financial firm to thrive.