Financial IT Solutions for Growing Firms

Leverage the Right Technology to Meet Security, Compliance, and Productivity Challenges.

Minding the Gap: Financial IT in a Digital World

Originating in the UK transit system, ‘Mind the Gap’ warns passengers of the space between the train and the platform. Today, it symbolizes awareness of gaps and risks in systems—a critical focus in the financial IT landscape. With 43% of financial firms facing downtime due to outdated systems, significant gaps exist in this digital environment.

CloudScale365 is your partner to close these gaps, from software issues to compliance and security risks. For nearly 30 years, we’ve helped financial firms thrive with custom solutions and expert support. We ensure your operations stay secure—so you can focus on your clients.

CloudScale365 Managed IT Solutions for Financial Firms

CloudScale365 understands the ongoing challenges financial firms face. As an extension of your team, we recommend security and compliance solutions that scale with your firm while covering your support needs for a fraction of the cost of additional IT staff. We’re here to ensure that you only purchase what you need, support issues are resolved the same day, and you spend less time managing IT.

Financial advisors are prime targets for cyberattacks. CloudScale365 protects your business with end-to-end cybersecurity solutions that prevent data breaches and safeguard client trust. From robust security measures, including encryption, multi-factor authentication, and real-time threat monitoring, we are covering you end-to-end.

  • 24/7 threat monitoring and management
  • Endpoint protection and mobile device management
  • Data encryption and secure file sharing

CloudScale365 helps you simplify the ever-evolving landscape of regulatory requirements. We ensure you stay compliant and avoid hefty fines, reputational damage, and loss of customer trust.

  • Assistance with regulatory frameworks: SEC, FINRA, GDPR, PCI DSS, ISO 27001, and SOC 2
  • Comprehensive audit preparation and reporting
  • Secure storage and management of sensitive client data

Redefine how your firm accesses and manages sensitive data with CloudScale365’s Virtual Desktop Infrastructure (VDI). Our secure, cloud-hosted desktops allow advisors, analysts, and back-office teams to retrieve financial records, reports, and applications from any device—without sacrificing security or performance. With centralized control, built-in encryption, and seamless integration with financial platforms, VDI empowers your team to work securely and efficiently from anywhere.

  • Custom cloud infrastructure tailored to financial workflows
  • Virtual Desktop Infrastructure (VDI) for secure remote access
  • Disaster Recovery and Business Continuity planning

Your firm depends on reliable, secure technology to serve clients and stay compliant. CloudScale365 delivers fully managed IT services that keep your systems optimized, protected, and running around the clock. From 24/7/365 helpdesk support and proactive monitoring to hardware lifecycle management and custom networking solutions, we ensure your infrastructure scales with your business. Prefer to retain some in-house control? Our co-managed IT model seamlessly augments your internal team with deep expertise and enterprise-grade tools—so you can focus on growth while we handle the tech.

  • Proactive monitoring and maintenance of IT systems
  • Dedicated helpdesk with 24/7/365 support
  • Hardware and software lifecycle management
  • Custom Networking solutions
  • Co-managed IT model

Empower your team with secure, efficient communication through expertly managed Microsoft 365 solutions. CloudScale365 handles setup, administration, and ongoing support—ensuring your email, Teams, and collaboration tools run smoothly. We also provide advanced email security and archiving to protect sensitive financial communications and support regulatory compliance.

  • Microsoft 365 setup and management
  • Email security and archiving solutions

We help you replace outdated legacy systems that are costly to maintain and struggle to integrate with modern technology. From cloud computing to DR and AI, CloudScale365 acts as a trusted advisor, minimizing disruptions and ensuring data integrity.

Enable secure, consistent access to financial systems with CloudScale365’s Managed Desktop solution—engineered for small and mid-sized financial firms. Centralized desktop management ensures that advisors, analysts, and operations teams can access critical applications and client data from any device, with built-in encryption, user controls, and audit logging. Whether supporting remote work or maintaining compliance with regulatory standards, our solution delivers performance, protection, and peace of mind.

Who Uses CloudScale365 Healthcare IT Services?

Financial
Firms

Brokers
Dealers

Family
Offices

Private
Equity Firms

Remote
Teams

Registered Investment
Advisors (RIAs)

Compliance and Risk Advisory Firms

Tax Advisory and
Accounting Firms

Wealth
Management Firms

Why Financial Firms Trust CloudScale365

By partnering with CloudScale365, financial advisors get more than just IT support—they gain a trusted partner committed to their success.

Enhanced Security to Protect Sensitive Financial Data
Enhanced Security to Protect Sensitive Financial Data
We understand that protecting your clients’ sensitive financial information is your top priority. Our enterprise-grade cybersecurity solutions safeguard your data with advanced encryption, real-time threat detection, and robust endpoint protection.
Guaranteed Compliance to Avoid Regulatory Penalties
Guaranteed Compliance to Avoid Regulatory Penalties
Our clients achieve 100% regulatory compliance with proactive audits and system management. We specialize in aligning your IT systems with industry standards. With proactive monitoring and detailed audit support, we help you avoid penalties and maintain the trust of your clients.
Increased Productivity Through Efficient IT Systems
Increased Productivity Through Efficient IT Systems
Downtime and inefficiencies in technology can slow down your operations. CloudScale365 delivers tailored IT solutions that streamline your processes, optimize workflows, and ensure your technology works as hard as you do. Reinvest the free time into enhancing plans and services.
Reduced Downtime with Proactive IT Management
Reduced Downtime with Proactive IT Management
Time is money in the financial industry, and every moment of downtime impacts your bottom line. With CloudScale365’s 24/7/365 proactive monitoring and support, we identify and resolve issues before they affect your operations. Our dedicated helpdesk and rapid-response team are always available.
Scalability to Support Business Growth
Scalability to Support Business Growth
Whether you’re a small advisory firm or an expanding organization, CloudScale365 helps you scale with confidence. Our solutions grow with your business, offering flexible cloud infrastructure, mobile device management, and integrated communication tools. We future-proof your technology so that as your needs evolve, your IT systems remain a strategic asset rather than a limitation.

CloudScale365 Featured in Kitces’ FinTech Solutions Map

CloudScale365 leadership team member Patrick Hannon, CEO

“Our co-managed IT platform allows larger enterprises to leverage our resources to fill gaps in their IT operations. This service has been a game-changer, enabling us to maintain strong relationships with larger companies that may need specific support or expertise without outsourcing their entire IT department.”

Patrick Hannon

CEO, CloudScale365

What are the Benefits of Managed IT Services for Financial Firms?

Financial organizations can reduce their operating costs by 20%-45% by using the right tools and services with a managed IT solutions provider like CloudScale365.

Ensure Regulatory Compliance

Protect Your Data

Boost Efficiency and Reduce IT Costs

Improve the Client Experience

Utilize the Latest in Cloud Technology

Mitigate Risk—Partner with CloudScale365

Technology plays a critical role in fostering client trust and satisfaction. Proactive planning, seamless communication tools, and secure data handling are not just operational needs—they’re competitive advantages. CloudScale365 provides the IT foundation that ensures your clients see you as a reliable, forward-thinking partner.

CloudScale365 eliminates tech headaches, and mitigates security risks to keep your operations running smoothly. Put us to work for you.

Schedule a Free Consultation Today