Financial Services IT

IT for Financial Services

Financial services firms face regulatory scrutiny that makes security and compliance non-negotiable. A breach doesn’t just mean lost data — it means regulatory penalties, client lawsuits, and permanent reputational damage. Tomotechi provides IT infrastructure for Houston financial advisors, accounting firms, and financial services organizations built around the security controls and compliance frameworks your clients and regulators expect.

Financial IT Services

• SOC 2 compliance: Technical controls covering access management, encryption, audit logging, change management, incident response, and backup — aligned to SOC 2 Trust Service Criteria
• PCI-DSS compliance: Network segmentation, firewall management, encryption, vulnerability scanning, and access controls for cardholder data environments
• Cybersecurity: Next-generation endpoint protection, email security, MFA enforcement, network monitoring, and phishing defense
• Secure client portals: Encrypted document exchange and client communication platforms
• Financial software support: Quickbooks, Intuit ProConnect, Orion, Salesforce Financial Services Cloud, and portfolio management platform support
• Remote access: Encrypted VPN and secure remote desktop for advisors and staff working outside the office
• Backup & disaster recovery: Encrypted backup with geographic redundancy and tested recovery procedures
• Compliance documentation: Security policy documentation, risk assessments, and audit-ready reporting for SEC, FINRA, and state regulators

Cyber Insurance Support

Cyber insurance carriers increasingly require documented security controls before issuing or renewing policies. We provide security gap assessments, implement required controls, and prepare the documentation carriers need — so you’re covered and can demonstrate it.