INTERMACHINE SYSTEMS

IT Support for Financial Advisors

Protecting client investment data and keeping your practice compliant and running.

Your clients hand you their life savings and trust you to manage it responsibly. That trust extends to the systems that hold their account numbers, Social Security numbers, financial plans, and investment history. A breach does not just expose data. It exposes a relationship you spent years building.

We work with independent financial advisors and wealth management firms in Lake and Sumter County to keep client data secure, systems reliable, and your practice on the right side of SEC and FINRA expectations.

What we handle for your practice

  • Client financial data secured against ransomware and unauthorized access: account numbers, SSNs, investment records, and financial plans
  • SEC Regulation S-P compliance support. The updated Safeguards Rule requires written security policies, incident response procedures, and vendor oversight — we help you build and maintain them
  • Email security against wire fraud and impersonation scams. Financial advisors are a primary target for business email compromise
  • Encrypted, tested backups of client records and business data — recoverable fast if hardware fails or ransomware hits
  • Support for CRM and portfolio platforms including Redtail, Wealthbox, Orion, eMoney, and MoneyGuidePro
  • MFA and access controls so only authorized staff reach sensitive client accounts
  • Proactive monitoring so a tech failure never costs you a client meeting or a market-hours deadline

Why financial advisors in our area trust us

We understand what client trust is worth

One security incident can end a practice that took a decade to build. We treat your clients’ financial data with the same seriousness you do.

Regulation S-P in plain language

The SEC updated the Safeguards Rule. Many small RIAs and broker-dealers aren’t sure what applies to them. We help you understand the requirements and put the right controls in place.

No surprises during market hours

When markets are open and a client needs an answer, you cannot be dealing with a tech problem. We monitor proactively so issues get caught before they become disruptions.

Flat-rate pricing you can budget for

One predictable monthly cost. No surprise invoices, no emergency rates. Every dollar you spend on IT is a dollar you can plan for.

Local and accountable

We’re your neighbor in Lady Lake. We know your name, we’re in your community, and the reputation of your practice matters to us personally.

Plain answers, no tech jargon

You explain complex financial strategies in plain language for your clients. We do the same with IT. Straight answers, no acronyms, no condescension.

Don’t find out what’s exposed after a breach.

We’ll do a free, no-pressure review of your current setup and tell you honestly what’s protected and what isn’t. Plain language, no obligation.

Get IT Help Now

Serving financial advisors in Lady Lake · The Villages · Leesburg · Fruitland Park · Oxford · Ocala