Finance Hero

IT Support for Financial Services

Complete IT support with built-in compliance for financial advisors, wealth management, and investment firms.

Key IT Challenges Financial Firms Face

When you're managing sensitive client financial data and navigating strict regulatory requirements, IT takes on a new level of importance. We work with financial service providers who need technology that keeps client data secure while meeting FINRA, SEC, and cybersecurity insurance requirements without adding complexity to your operations.

Finance Male
“With TMGC, we feel like we’re working with a real partner instead of a vendor. The cost of the overall services we get is a bargain, it's almost too good to be true.”
Keith Stratman
Director of Operations, Cedrus Financial

Complete IT for Financial Service Firms

Cybersecurity

Protect client financial data and firm information from wire fraud, phishing attacks, and business email compromise schemes targeting financial services.

Service Desk

Get immediate support for any daily issues your team experiences, including connectivity issues, application troubleshooting, and password resets.

Data Protection & Recovery

Daily off-site backups of client files and financial records with fast recovery that meets compliance requirements.

Cloud & Hosting

Enable secure remote access for advisors working from home or meeting with clients while maintaining compliance controls.

Compliance Readiness

FINRA and SEC compliance support including email surveillance and audit trail documentation.

IT Infrastructure & Connectivity

Whether you’re opening a new office or revamping your current connectivity, we’ll help build out your IT infrastructure securely.



Licensing & Software Management

Proactively manage Office 365 and other key software licensing so your team always has access to the tools they need.

Workstation & Device Management

Deploy secure devices for advisors and staff with configurations and applications already installed.