ACCOUNTING, FINANCIAL SERVICES & INSURANCE
Client financial data, handled the way it should be
Atech provides managed IT, cybersecurity and cloud services to accounting, financial and insurance firms across the New York City metro area and the United States — helping firms safeguard sensitive client data, support their regulatory obligations and keep operations running.
SOC 2
SEC
FINRA
SOX
Among the frameworks firms in this sector commonly report against. Atech supports the technology side of those obligations.
Protection for confidential client data
100% background-screened staff
24/7 monitoring and support
Serving businesses since 2006
WHAT THESE FIRMS DEAL WITH
Where the pressure sits
Firms in this sector hold concentrated financial information about other people, work to external reporting standards, and cannot simply stop during filing season.
Concentrated financial information
Tax records, statements, policy details and client identifiers sit together, which makes access control and protection a defining requirement rather than a nice-to-have.
External reporting standards
Firms report against frameworks such as SOC 2, SEC, FINRA and SOX. The technology environment has to be able to support what those require.
Deadline-driven workloads
Filing periods and reporting cycles concentrate the work. Downtime during those windows costs far more than at other times of year.
WHAT ATECH PROVIDES
The services these firms rely on
Managed IT and proactive monitoring
Support for the team day to day, with the environment watched around the clock.
Cybersecurity for confidential data
Layered protection aimed at the financial and client information the firm holds.
Cloud and secure document management
Secure access to documents and files, wherever the work is being done.
Support for industry regulations
Technology built with the standards your firm reports against in mind.
Disaster recovery and continuity planning
Copies of your data and a defined route back if a system fails.
What Atech does and does not do
Atech is a technology services provider. We are not a financial adviser, auditor or regulatory consultant, and we do not certify or guarantee that a firm complies with any financial regulation. What we do is build and manage the technology underneath those obligations with security and compliance considerations in mind, so the environment supports the standards your firm reports against.
RELEVANT SOLUTIONS
The services behind this
Cybersecurity
Layered protection for the client information the firm holds.
Compliance Services
Technology aligned to the frameworks your sector reports against.
Backup, Recovery & Business Continuity
Recovery planning that matters most during filing season.
Cloud Services
Secure document management and access from anywhere.
GET STARTED
Schedule your complimentary consultation
Complete the form below to receive a no-obligation consultation and find out how we can make your technology hassle-free. We typically respond within 1 hour during our normal business hours.
Keep client data secure and the firm running
Book a no-obligation consultation and we will look at how client financial information is protected, who can reach it, and what would happen during your busiest weeks if a system failed.