Financial Services

Technology Solutions with Proven ROI for Financial Services Firms

It makes sense for financial services firms to invest in comprehensive IT support and planning, as technology is the foundation of their business. System uptime, redundancy, speed and security are all critical in the world of financial services – and ACT has the solutions.

Since 1999, ACT has been a trusted technology partner to financial planners, investment managers, brokerage firms, wire houses and hedge funds throughout the New Jersey/New York tri-state area. Our experienced technology professionals monitor their computers, networks and systems 24/7/365, ensuring they are operating at peak efficiency, are reliable and secure, and that any disruptions are quickly resolved. So that you stay cutting-edge in your business, ACT also provides practical and technically sound IT recommendations, aligned with your budget and growth goals.

ACT understands the compliance challenges and requirements of the financial services industry, and has experience installing and supporting a variety of financial software, from financial planning and portfolio management software to high-level systems that support trading and research platforms. Our technology services are designed to make your office more efficient, your staff more productive, your environment more secure and your practice more profitable. Services that our financial services clients find valuable include:

  • Disaster recovery solutions.
  • Security and firewall solutions.
  • IT planning and project management.
  • 24/7/365 support and emergency response.
  • Desktop, server and network monitoring, maintenance and support.
  • Installation and maintenance of backup, storage and archival systems.
  • Secure, cloud-based document management systems and document scanning.
  • Installation and support for financial software packages.
  • Remote access capabilities, including portable device synchronization and uninterrupted access to critical software and communications.
  • Managed IT Services, allow us to monitor your environment 24/7/365 and correct issues before they become problems.

How ACT Can Help Your Financial Services Firm

Our experienced, certified IT professionals begin by conducting a thorough site assessment to understand your needs and goals, and determine if your office is vulnerable and meeting all necessary compliance requirements. We then outline recommendations and implement changes in a non-intrusive manner. Finally, through our managed IT services, we monitor your systems 24/7/365, ensuring that all systems remain secure, updated and running smoothly. Should any issue arise with your network, backup solution, or an individual desktop, our technicians will respond quickly, providing on-site and remote support, as needed, whenever needed.

Contact ACT to schedule a free consultation to get started.

Improve and grow your business with a smarter IT solution.