BTI | IT Solutions for Financial Analysts & Advisors
Performance IT for High-Stakes Financial Insight.
BTI delivers fast, secure, and always-available managed IT for financial analysts, wealth advisors, and data-driven firms – built for uptime, compliance, and client trust.
About
Why Financial Analysts Choose BTI
Advisory firms and financial analysts operate in real-time – and their IT needs to keep up. Delays, interruptions, or lapses in security don’t just cause friction – they cost trust, opportunity, and money.
BTI provides performance-aligned managed IT services for analytical and advisory financial teams. Whether you’re managing assets, publishing reports, or interfacing with clients, we ensure your environment supports the work – not the other way around.
Platform-aware support for analytics, CRM, and wealth software
Real-time monitoring for high-availability environments
U.S.-based support with priority response paths
Encryption, access controls, and endpoint protection baked into every plan
VPN, SSO, and mobile device security for hybrid teams
Guidance on SEC, FINRA, GLBA, and other financial data regulations
Continuity planning for power users, trading tools, and reporting cycles
CHALLENGES
Common Challenges & Our Solutions
|
Challenge |
BTI Solution |
|
Data latency or platform lag under load |
Performance-tuned infrastructure + vendor engagement |
|
Risk of compliance slip-ups or weak audit trails |
Log management, access control, documentation assistance |
|
Staff working from insecure locations/devices |
Enforced endpoint management, device control, and secure access policies |
|
Application vendor limitations |
Layered support model that includes app-aware engagement |
|
Growing firm with uneven IT maturity |
Scalable plans and strategic IT advisory included |
About
Core Services for Financial Analyst Firms
Support for Bloomberg Terminal, Orion, Envestnet, Salesforce, Excel Power Tools
Backup & Recovery for Active Research & Trading Data
Secure Communication and Document Sharing
Collaboration Platform Tuning (Teams, Zoom, Slack, etc.)
Client Onboarding Workflow Integration
Role-Based Access Policies + Endpoint Encryption
Threat Monitoring + Response Playbooks
Remote Work Optimization for Mobile Analysts
SERVICES
The BTI Advantage for Analysts
“Real-time insight demands real-time infrastructure.”
When your clients depend on timely, accurate analysis, you can’t afford weak systems or slow support. BTI aligns your technology with your analytical process – from data access to delivery.
Let’s Build an IT Backbone That Supports Real-Time Financial Insight.
Reach out to a BTI strategist and let’s design an environment built for performance, protection, and precision.
