BTI | Managed IT Services for Financial Firms
Secure, Reliable IT for Financial Professionals Who Can’t Afford Downtime or Risk.
BTI provides fully managed IT and compliance support for accountants, advisors, banks, and financial institutions — so you can protect client data, maintain uptime, and pass audits with confidence.
About
Why Financial Clients Choose BTI
In finance, credibility is everything — and it’s built on operational trust, system reliability, and airtight security.
BTI helps financial firms meet the high bar set by clients, regulators, and insurers. Whether you’re a solo CPA, an institutional bank, or an analytics advisory firm, we deliver IT that supports real financial workflows — without the risk, downtime, or compliance guesswork.
Audit-ready documentation and asset tracking
Experience with major financial platforms (QuickBooks, Bloomberg, Orion, etc.)
GLBA, SEC, FINRA, and PCI guidance
U.S.-based helpdesk with low ticket turnaround times
Mobile and multi-location endpoint security
24/7 monitoring + proactive alerts for critical systems
Full disaster recovery planning and backup redundancy
CHALLENGES
Challenges We Help Resolve
|
Financial Challenge |
BTI Solution |
|
SEC, FINRA, or GLBA compliance pressure |
We provide layered compliance support, from access controls to backup logs |
|
System downtime during tax season or client meetings |
High-availability planning and critical uptime SLAs |
|
Remote access concerns for hybrid teams |
Secure VPN access, SSO enforcement, device controls |
|
Growing threat of phishing, ransomware, and spoofing |
Email security stack, employee training, real-time threat detection |
|
Poor vendor support for financial tools |
Application-aware IT with vendor engagement and issue resolution built in |
About
Core Financial IT Services
Accounting Software Support (QuickBooks, CCH, Thomson Reuters)
Client Data Encryption & Secure File Sharing
Audit Trail Management
Role-Based Access Controls (Partner vs Staff vs Admin)
Email + Identity Security (DMARC, SPF, MFA, etc.)
Network + Endpoint Monitoring
Backup, Recovery, and Archive Storage
Annual IT Compliance Review + Roadmap
SERVICES
Financial Sectors We Serve
Explore more specialized solutions based on your firm type:
Banks
Infrastructure, compliance, and system integrity for commercial and regional banks.
CPAs
Fast, secure IT for tax season pressure and audit-heavy operations.
Financial Analysts & Advisors
Uptime, reporting integrity, and trading application support.
SERVICES
The BTI Advantage for Financial Professionals
“We understand that every IT failure is a reputational risk — and every delay can cost you a client.”
BTI treats your firm’s infrastructure like it’s holding millions — because it is. We combine mature process design with hands-on, responsive support. Whether you’re preparing for a regulatory audit or onboarding five new staff before Q4, we scale to your need — without losing sight of trust, discretion, and performance.
Your Business Runs on Trust. Let Your IT Reflect That.
Talk to BTI about aligning your IT strategy with the standards your firm already lives by.
