Built with Compliance in mind. Backed by Strategy. Ready for What’s Next.
Our IT service packages are designed for financial firms that need more than just support — they need security, precision, and performance. Whether you're looking to strengthen your foundation or meet rising compliance demands, we’ll help you choose the right package for your business.
Packages start at $200/user/month
Base
The Base Package provides a secure, reliable IT foundation to prevent small issues from becoming big problems. It includes weekday helpdesk support, proactive system monitoring, monthly updates, Microsoft 365 and Intune basic configuration, antivirus protection, and remote access support—all designed to keep your systems stable, secure, and efficient.
What’s Included:
- Helpdesk support 9/5
- Microsoft 365 Basic Configuration
- Microsoft Intune MDM Basic Configuration
- Cylance & Remote Monitoring & Management (RMM) Software
- Monthly Software Updates
- Basic Annual Employee Training
- Microsoft 365 Tenant/User Backup
Compliance
The Compliance Package includes everything in the Base Package, plus advanced security, daily Microsoft 365 backups, employee training, and quarterly reviews. It helps financial firms meet SEC and FINRA expectations with built-in tools for visibility, documentation, and system health.
What’s Included:
- Helpdesk Support 12/5
- Microsoft 365 Advanced Configuration
- Microsoft Intune MDM Advanced Configuration
- Enforce Computer Device Security Profile
- Advanced Cyber Employee Training - Knowbe4
- Email Compliance Archive Configuration
- Egnyte (Storage) Support Services
- Quarterly Business Reviews
- Enhanced Phishing & Spam Detection
Compliance+
The Compliance Package includes everything in the Base Package, plus advanced security, daily Microsoft 365 backups, employee training, and quarterly reviews. It helps financial firms meet SEC and FINRA expectations with built-in tools for visibility, documentation, and system health.
What’s Included:
- Prescheduled visits and 24/7 telephone support
- Blackpoint Cyber MDR Advanced Configuration
- Internet Filtering Service
- Advanced Conditional Access - Data Loss Prevention
- IT Governance, Security, and Strategic Planning Services
- Exceptional Onboarding and Offboarding Users/Devices
- Enforce selective email encryption
- Vulnerability Scans and assessments
- Collaborate & Consult on IT Policies and Procedures
Book a Demo — or Get Coffee on Us
In 20 minutes, we’ll show you how strategic IT can transform your operations. If it’s not valuable, we’ll send you $10 for coffee — no pressure, no pitch.