Financial Firm IT Services
IT Services for Asset & Wealth Management Firms
Protect client data. Support investment operations.
SFY provides managed IT services for wealth management, asset management, and investment firms across Canada. We support the systems your advisers, portfolio teams, and operations staff use every day, including Microsoft 365, computers, networks, cloud services, and user access.
Our team can also coordinate technical issues with third-party providers within its scope, giving your team a clearer point of contact when systems overlap.
Our Services
Managed IT Services
Our managed IT services for financial firms cover help desk support, device management, patching, Microsoft 365 administration, infrastructure, and vendor coordination.
Cybersecurity for Financial Firms
Strengthen security around client information and business systems with 24/7 security monitoring, endpoint detection and response, email security, vulnerability management, and Microsoft 365 hardening.
Network Security
Secure office and remote connectivity with managed firewalls, VPN access, network monitoring, segmentation, and access controls.
Microsoft 365 Support
Manage identities, permissions, licenses, collaboration tools, and security settings across your Microsoft 365 environment.
Managed Cloud Services
Get support for cloud workloads, access, migrations, and ongoing administration around the applications and systems your firm uses.
Business Continuity & Disaster Recovery
Prepare for outages and cyber incidents with monitored backups, defined recovery priorities, and restoration planning for critical information and systems.
Cybersecurity Risks Wealth Management Firms Face
Your firm handles sensitive client records, financial information, and investment instructions. Attackers can target that information through email, compromised accounts, devices, and third-party systems.
Phishing: Fake emails and sign-in pages trick employees into sharing passwords, opening harmful files, or revealing client information.
Business email compromise: Attackers impersonate clients, colleagues, or suppliers to request payments, change banking details, or obtain confidential records.
Credential and session theft: Attackers steal passwords, capture sign-in sessions, or trick users into approving MFA prompts to gain account access.
Ransomware: Criminals lock systems or steal data, disrupting access to the applications and records your team needs.
Unauthorized access: Excessive permissions, shared accounts, and former employees’ active accounts can expose client information.
Third-party risks: Vendors and connected applications can introduce security gaps through their access to your systems or data.
Review these risks alongside your access controls, employee training, monitoring, and recovery plans.
Microsoft 365 Security for Financial Firms
Email, shared documents, and collaboration tools carry sensitive information through your firm every day. Microsoft 365 security should reflect how your advisers and operations teams work—and who needs access to client information.
SFY helps businesses configure and manage Microsoft 365 security, including MFA, Conditional Access, and user permissions.
Strengthen Sign-In and Access Controls
MFA adds verification beyond a password. Phishing-resistant methods provide stronger protection against fake sign-in pages. Conditional Access adds rules based on factors such as the user, device, and location.
Together with carefully assigned permissions, these controls help limit who can reach your firm’s email, files, and applications.
Protect Email, Devices, and Shared Files
Account protection works alongside email security, endpoint protection, and Microsoft 365 configuration. A security review should cover:
- Email protections for phishing, impersonation, and harmful links or attachments.
- Device security for the laptops and other endpoints employees use to access firm data.
- Sharing and administrator settings that limit unnecessary access to documents and accounts.
Monitor Activity and Keep Settings Current
Security needs change as employees join, roles shift, and your firm connects new applications. Review sign-in activity and security alerts, update permissions, and revisit settings as your business changes.
The available controls depend on your Microsoft licences and service agreement. Establish who manages configurations, reviews alerts, and responds when suspicious activity appears.
Why Asset & Wealth Managers Choose SFY
SFY gives financial firms one IT partner for user support, security, infrastructure, vendor coordination, and recovery planning. Responsibilities are defined from the start, so your team knows what SFY manages and where other technology providers fit.
As employees join, leave, change roles, or work from different devices and locations, SFY manages identities, permissions, endpoints, Microsoft 365 security, and network access to keep controls aligned.
Advisers and operations staff need working devices, Microsoft 365, network access, and business applications to serve clients and complete daily work. SFY supports these systems and provides a clear path for troubleshooting and escalation when an issue occurs.
Compliance, security, and cyber insurance reviews can require evidence of how access, monitoring, backups, and other technical controls are handled. SFY maintains covered controls and supporting technical records, giving leadership and compliance teams clearer visibility into the IT environment.
Your legal and compliance advisers remain responsible for determining which regulatory requirements apply to your firm
When an issue involves a custodian, portfolio platform, connectivity provider, or another third party, your team shouldn't have to determine who owns the problem. SFY troubleshoots the systems within its scope and coordinates with the appropriate provider when resolution crosses environments.
It is easier to set recovery priorities before systems go down. SFY helps your firm identify critical systems, document what should be restored first, and monitor covered backups so recovery starts with what the business needs most.
Fully Managed or Co-Managed IT
Whether you need SFY to manage your IT environment or strengthen an existing internal team, the engagement starts by defining who owns support, monitoring, security, infrastructure, projects, and escalation.
With fully managed IT, SFY manages the agreed IT environment for your firm. Co-managed IT gives internal teams additional capacity or specialist support without requiring them to hand over every IT responsibility.
Experienced IT Support for Financial Firms
SFY brings more than 25 years of IT experience and supports more than 3,000 active users. Your firm gets an experienced technology partner for day-to-day support, security, infrastructure, and the systems your team depends on.
Hear from Our Clients—Real Stories of Success
Our clients love us because we make IT simple, reliable, and stress-free. See what they have to say:
FAQ: Financial Firm IT Services
Does SFY provide IT support for asset management firms?
Does SFY provide wealth management IT support?
What cybersecurity services does SFY provide for financial firms?
Can SFY work with our custodians and portfolio technology providers?
Can SFY support IT compliance for financial services?
Can SFY work alongside our internal IT team?
Still have questions?
Talk Through Your Financial Firm's IT Risk
If you’re reviewing security, support, vendor responsibilities, business continuity, or the capacity of your internal IT team, SFY can help you assess the environment and determine where support is needed.