IT support for financial services
Technology that supports trust and continuity.
We help financial advisers, wealth managers, family offices and other finance businesses manage technology risk, secure information and keep day-to-day operations reliable.
What finance firms need from their IT
Client trust
Client data and communications must be protected, and seen to be protected.
Operational resilience
Systems need to stay available, with tested plans for when something fails.
Evidence and documentation
Compliance teams, auditors and partners expect controls to be documented.
Due diligence
Platforms, providers and clients send detailed security questionnaires.
IT support built for financial services firms
We combine our managed IT, cyber security and cloud services into a package that fits how financial services firms work.
- Managed devices and secure access, in the office and remotely
- Email and identity security, including multi-factor authentication
- Resilience, backup and recovery planning, with regular testing
- Security awareness training for advisers and support staff
- Documented controls and reporting for compliance and audit
- Support completing due-diligence and security questionnaires
Cyber Essentials PlusIndependently certified
Cybersecurity Company of the Year2025 award winner
Average response time2026 service desk average
Services our financial services firms use most
Managed IT Services
Proactive IT support that keeps your people productive.
Explore Managed IT Services ↗Cyber Security
Protecting your people, systems and data from evolving threats.
Explore Cyber Security ↗Cloud Services
Secure, scalable cloud solutions built around your business.
Explore Cloud Services ↗IT support for financial services firms: FAQs
Straight answers to the questions we are asked most often. Anything else, just ask.
Do you understand FCA expectations around technology?
We provide the technology controls, resilience planning and documentation that support FCA expectations such as operational resilience. Regulatory compliance remains your firm's responsibility, and we work alongside your compliance team or consultants.
Can you help us answer due-diligence questionnaires?
Yes. We supply the technical answers and evidence that platforms, providers and clients ask for, and help close any gaps the questionnaires reveal.
Do you support small firms and family offices?
Yes. Many smaller finance businesses need the same standard of security as larger firms without an internal IT team. Our managed service is designed for exactly that.
How do you protect advisers who work remotely?
Managed and encrypted devices, multi-factor authentication, conditional access rules and secure Microsoft 365 configuration mean advisers can work safely wherever they are.
How do you make sure we can recover from an outage?
We put backups and recovery plans in place, test restores, and document how key systems would be brought back, so recovery is planned rather than improvised.
Get a free IT review
Answer four quick questions and we will come back with a practical view of your IT, the risks worth fixing and what to do next. No obligation.
- A short call with an experienced engineer
- A clear summary of risks and quick wins
- Straight answers on cost and next steps
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A member of the Equasys team will be in touch to arrange a short call about your IT.
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