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Our Comprehensive IT Services
At Professional IT Solutions, we deliver a full suite of IT services designed specifically for CPAs, attorneys, financial advisors, and professional service firms throughout California's Central Coast. Whether you need ongoing managed services or one-time support, our solutions are tailored to your firm's unique needs and compliance requirements.
Cloud Services
Simplify operations and enhance collaboration with
secure, scalable cloud solutions. We handle everything from cloud migration and
deployment to ongoing cloud management, giving your firm reliable access to
data and applications anytime, anywhere.
Cybersecurity Services
Protect sensitive client information and safeguard your
business from evolving cyber threats. Our multi-layered cybersecurity services
include firewall protection, endpoint security, encryption, and continuous
monitoring to keep your systems secure and compliant.
Disaster Recovery Planning
IT Compliance Services
Managed IT Services
Take the stress out of IT management with our proactive, flat-rate managed IT services. We handle everything from system monitoring to tech support, ensuring your firm's infrastructure runs smoothly without unpredictable costs or downtime.
VoIP Phone Systems
Streamline communication with modern, cost-effective VoIP phone systems. We design and implement VoIP solutions that offer advanced call features, scalability, and seamless integration with your existing workflows.
Structured Cabling Services
A reliable network starts with a solid foundation. Our structured cabling services ensure that your office's infrastructure is organized, efficient, and ready to support your growing IT needs.
Frequently Asked Questions About IT Services for Financial Advisors
What makes your IT services different from a typical provider?
Unlike generalist IT companies, we specialize in supporting financial advisors, RIAs, and professional service firms. This means we understand the compliance, cybersecurity, and workflow needs of your industry — and we tailor every solution accordingly.
How do you help with regulatory compliance?
We align your systems with standards from FINRA, SEC, GLBA, and state data privacy laws. Our services include documentation, audit support, secure data handling policies, and proactive monitoring to help your firm stay compliant and avoid penalties.
What financial software platforms do you support?
We support a wide range of financial services tools, including Redtail, eMoney, Orion, Salesforce, Morningstar, and Microsoft 365. Our team works closely with your existing platforms to ensure seamless integration, performance, and security.
Do you offer IT support for remote and hybrid financial teams?
Yes. Our solutions include secure VPN access, mobile device management, encrypted cloud storage, and VoIP systems — all designed to help your team stay connected and compliant while working remotely.
How do you handle cybersecurity for financial firms?
We provide multi-layered cybersecurity protection including firewalls, intrusion detection, managed antivirus, phishing protection, and employee training. We also help implement multi-factor authentication and secure backup protocols to protect your data from internal and external threats.
What’s the onboarding process like for a new firm?
We begin with a full IT assessment to document your systems, identify risks, and build a plan. Then we deploy monitoring tools, implement security protocols, and begin supporting your firm with a tailored service package that aligns with your goals.
Here's What Our Clients Are Saying About Our Services:
★★★★★
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