Time Is Money

In an industry that is totally reliant on technology, your financial service firm deserves IT systems that won’t let you down. Our team has decades of experience helping financial services firms, from financial planners to broker-dealers, implement smart technology that increases company profitability while maintaining high security standards to meet compliance requirements and earn clients’ trust.

IT Solutions for All Compliance Requirements

Depending on how your financial service is classified, you will have different levels of IT systems requirements. Luckily, Affinity Technology Partners is experienced to provide IT solutions for any level of compliance requirements. Our solutions allow for safe information sharing practices to your customers while safeguarding sensitive data at the same time.

Some of Our Financial IT Solutions Include:

  • SEC/GLBA Compliance Solutions

  • FINRA Compliance Solutions

  • Data and Email Encryption

  • Email Journaling and Archiving

  • Backup and Disaster Recovery

  • Vendor Management

  • Smartphone and Tablet Strategy

  • Ongoing Monthly Compliance & Industry Standards Reviews

Schedule a Free Consultation

We’re excited to talk with you about how Affinity can meet your financial IT needs. Click the button below to schedule a free consultation!