Financial Services
Ready for the exam before the examiner calls.
centrexIT runs IT and security for RIAs, wealth managers, CPAs and insurance agencies as one team, so record retention, client data protection and audit trails work on the day someone needs them.
Financial Services
What we hear from organizations like yours
- Email archiving was set up once and nobody has tested a search since.
- A client or vendor asked to change where money goes, and it almost worked.
- Written security policies exist but no longer match how the firm works.
- Remote work and personal devices blurred where client data lives.
- IT and compliance are handled by different people who rarely talk.
Financial Services
What changes when we run it
Records you can produce.
Retention and archiving tested before an examiner asks.
Payment changes verified.
Simple rules that stop wire and vendor fraud.
Policies that match reality.
Written to how your firm actually works.
One team for IT and compliance.
The systems that run your day are the ones that satisfy your examiner.
Request the conversation
You Call. We Answer. It Works.