At Flexible IT, we make technology effortless for financial firms, so you can focus on your clients, not IT problems.
From wealth managers and advisory firms to investment and financial services organizations, we provide managed IT services built around security, compliance, and reliability.
Financial services firms on Long Island need IT support that prioritizes security, compliance, and reliability. The right IT company understands the regulatory requirements financial firms operate under and the importance of protecting sensitive client data. From cybersecurity, multi-factor authentication, and encrypted systems to dependable networks during market hours, technology must work securely and without interruption to support advisors, staff, and clients.
Beyond day-to-day support, financial services firms across Long Island look for a managed IT partner that helps reduce risk and plan for growth. This includes reliable data backups and disaster recovery, secure email and document sharing, and strategic guidance on technology decisions that support compliance and scalability. A local IT partner with experience supporting financial firms helps protect client trust, meet regulatory expectations, and keep technology aligned with business goals—while providing responsive, accountable support.
For financial firms using CollectOne, IT support focuses on keeping account data, workflows, and reporting accessible throughout the workday. Consistent system availability supports collections activity, account management, and operational visibility without interruption. Reliable access to CollectOne helps teams stay productive and responsive.
For financial firms using FundPerfect, IT support centers on maintaining dependable access to fund data, reporting, and operational tools. Systems remain available so teams can manage accounts, process activity, and complete daily work with confidence.
We maintain SOC 2–level security standards. Our cybersecurity stack aligns with the strict compliance expectations financial firms face, helping protect sensitive data and reduce risk.
Schedule a quick call to see how our managed IT services can support your firm. We’ll review your current environment, discuss your challenges, and outline how Flexible IT can help.
We’ll work with your existing IT provider and manage the entire transition. All project labor is included, ensuring no disruption to your operations.
After onboarding, everything just works — securely, reliably, and quietly in the background. You’ll have confidence knowing your systems and data are properly managed.
Here’s what other financial services firms had to say about Flexible IT.
Our previous IT provider struggled to keep up with our security and compliance needs. Switching to Flexible IT was seamless. Now our systems are stable, secure, and properly managed.”
We understand the security, compliance, and reliability demands financial firms face and build IT environments to support them.
Yes. We support a wide range of portfolio management, CRM, reporting, and productivity platforms used by financial firms.
Our cybersecurity approach includes encryption, access controls, multi-factor authentication, monitoring, and SOC 2–aligned best practices.
No. Our transition process is designed for zero disruption. We handle the full handoff from your current provider safely and securely.
Not at all. We handle everything and include all onboarding labor in your agreement.
Yes. Our team ensures your systems stay operational and secure around the clock.
Flat, all-inclusive monthly pricing — no hidden fees, hourly charges, or surprise invoices.
Absolutely. We guide you through technical and procedural compliance, including policies, encryption standards, and breach incident response plans that align with IRS Publication 4557 and FTC Safeguards rule.
We serve financial services firms across Nassau and Suffolk Counties, including Melville, Garden City, Hauppauge, and beyond.
Let’s build a reliable, secure, finance ready IT environment that just works. So you can stay focused on your clients and their financial goals.
