Financial Services IT
Financial Services IT in Miami — Protecting Client Data, Ensuring Compliance
Managed IT and cybersecurity for RIAs, mortgage brokers, CPA firms, and financial planning practices across Miami-Dade and Broward County.
IT for Miami's Financial Services Sector
Financial firms in Miami face a sophisticated threat landscape and increasing regulatory requirements. Infinity Network Support provides managed IT and cybersecurity for RIAs, mortgage brokers, CPA firms, and financial planning practices across Miami-Dade and Broward County.
Miami's international financial market and high concentration of wealth management firms make it a prime target for cybercriminals. We understand the regulatory environment and the client trust that's at stake.
Financial Firms We Serve
- ✓ Registered Investment Advisors (RIAs)
- ✓ Mortgage Brokers & Lenders
- ✓ CPA & Accounting Firms
- ✓ Financial Planning Practices
- ✓ Insurance Agencies
- ✓ Wealth Management Firms
- ✓ Hedge Funds & Family Offices
- ✓ Tax Preparation Firms
Compliance Frameworks We Support
We help Miami financial firms meet their regulatory obligations through the right technology, policies, and documentation.
FTC Safeguards Rule
- ✓Written Information Security Program (WISP)
- ✓Multi-Factor Authentication (MFA) on all systems
- ✓Encryption of customer financial data
- ✓Annual security risk assessments
- ✓Qualified individual (QI) designation support
SEC & FINRA Requirements
- ✓FINRA Rule 4370 Business Continuity Planning
- ✓SEC Regulation S-P data protection
- ✓Cybersecurity incident response documentation
- ✓Annual review and testing of BCP
PCI DSS
- ✓Network segmentation for cardholder data
- ✓Quarterly vulnerability scanning
- ✓SAQ documentation support
- ✓Firewall and access control management
Financial Services IT We Provide
Multi-Factor Authentication (MFA)
Deployment of MFA across all systems — email, VPN, financial platforms, and cloud applications — as required by the FTC Safeguards Rule.
Data Encryption
Encryption of customer financial data at rest and in transit — at the file, disk, and communication levels.
Annual Security Risk Assessments
Documented risk assessments required by the FTC Safeguards Rule, with a prioritized remediation plan and evidence for regulators.
Business Continuity & DR Planning
FINRA Rule 4370-compliant BCP documentation, tested annually — covering critical systems, data recovery, and communication procedures.
Vendor Risk Management
Documentation of third-party vendor security practices — a requirement under the FTC Safeguards Rule for firms that share customer data with service providers.
24/7 Monitoring & Threat Detection
Continuous monitoring of your environment for threats, with rapid response to contain incidents before they become reportable breaches.
Schedule a Financial Services IT Assessment
We'll review your current IT environment, identify compliance gaps, and give you a clear remediation roadmap — at no cost.
Contact Us Today