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IT Support for Financial Services

GLBA- and FINRA-minded technology for advisors, RIAs, brokers, and finance offices on Long Island.

Client Money Deserves Client-Grade Security

You already treat suitability and custody as non-negotiable. Email, file sharing, and the workstation a junior advisor uses should meet the same standard.
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Financial offices are a target because the payoff is obvious: credentials, wire instructions, and account data.

What Finance Offices Struggle With

Wire-fraud and BEC
One convincing “change of account” email can move real money.
Unclear GLBA posture
“We use Microsoft 365” is not a customer-information program.
Advisors working from everywhere
Home offices and personal PCs create shadow IT unless access is designed on purpose.
No tested incident response
Regulated firms are expected to know who to call and what to preserve.

How We Service Financial Offices

Managed IT
Helpdesk, patching, and 24/7 monitoring so issues are caught before they stop the day.
Managed IT Services →
Cybersecurity
Email filtering, endpoint protection, MFA, and staff awareness. Most attacks still start in the inbox.
Cyber Security →
Backup & BDR
Image-based backups with tested restores. A backup you have never restored is a hope, not a plan.
Backup and BDR →
Technology compliance
NY SHIELD, PCI if you take cards, and written policies people will actually follow.
Technology Compliance →
Hosted phones
Cloud phones with mobile apps, call routing, and voicemail-to-email.
Hosted Phone Services →
Cabling & infrastructure
Clean switches, access points, and drops so the network matches the office.
Low Voltage & Cabling →

GLBA, FINRA-minded controls, NY SHIELD

  • Customer information inventory and least-privilege access
  • Encryption for email and files that leave the firm
  • MFA on email, VPN, and cloud apps
  • Logging and an incident-response outline you can hand to counsel
  • Vendor review for anyone who touches customer data
  • Staff training that uses real wire-fraud examples
Read the incident-response guide
Written for attorneys, medical offices, and financial professionals — then we implement it on your tenant.
Read the article

Reading for financial offices

Infographic from Better IT Now showing Microsoft changing authentication methods: SMS and voice calls are retiring (changing), replaced by modern Authenticator apps (approved).

Microsoft Is Changing Allowed Auth Methods and Retiring Two – Don’t Lose Access to Your Accounts!

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Professional collage for Better IT Now showing a law office, a medical scanner, and financial data, with the text "Incident Response for Regulated Industries."

Incident Response for Regulated Industries: What Attorneys, Medical Offices, and Financial Professionals Need to Know

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A professional WISP document folder and laptop on an office desk, representing data security for accounting firms.

Creating a Written Information Security Plan (WISP) for Your Accounting Practice

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Infographic showing 5 key steps for Dental BAA compliance: PHI Security, Risk Safeguards, Breach Prevention, Vendor Access, and BAA Review, featuring the BetterITNow logo.

Business Associate Agreements (BAAs): What Dental Offices Should Include When Hiring Vendors

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Professional feature image for "Encryption for Legal Communications" with the Better IT Now logo, featuring secure email and file transfer icons with padlocks on a high-tech blue shield background.

Encryption for Legal Communications: Email and File Sharing Best Practices

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Secure file sharing for accountants showing encrypted document transfer to a secure cloud portal with Better IT Now branding

Secure File Sharing for Accountants: Moving Beyond Email Attachments

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Confidentiality obligations for attorneys, accountants, and healthcare professionals – secure shield with lock, scales of justice, calculator, and medical caduceus icons on blue gradient background

Understanding Confidentiality Duties in the Digital Age

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Why End-of-Life Software Is a Bigger Risk Than Most Businesses Realize

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Satirical cartoon showing a business overwhelmed by Microsoft 365 license upgrade options

Microsoft 365 Licensing Is Changing Again — Are You Overpaying?

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Modern dental office computer displaying Better IT Now logo, representing HIPAA-compliant IT services for Long Island dental practices

HIPAA 101: What Every Dental Practice Needs to Know About Privacy and Security Rules

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Other Industries We Serve

General Business
Offices and operators that need reliable IT without a full-time staff.
General Business →
Professional Services
Firms whose product is confidentiality, deadlines, and client files.
Professional Services →
Accounting
WISP-ready IT for CPAs, tax preparers, and bookkeepers.
Accounting →
Financial Services
GLBA- and FINRA-minded technology for advisors and RIAs.
Financial Services →
Legal
Privilege-first Microsoft 365, email, and matter files.
Legal →
Healthcare
Privilege-first Microsoft 365, email, and matter files.
Healthcare →
Dental
PMS, imaging, and HIPAA — so chairs stay full.
Dental →
Veterinary
Clinic uptime for PMS, imaging, and the treatment floor.
Veterinary →
Manufacturing / Distribution
Office and floor networks that keep shipping moving.
Manufacturing / Distribution →

If your business requires reliable technology call us!

At Better IT Now, we are more than just an IT provider — we are your trusted technology partner.

(631) 888-5850

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If your business requires reliable technology and has a need proper and responsive support drop us a line!