IT Services for Banks, Financial Firms and Advisors

Secure your systems, stay audit-ready, and scale your operations with reliable IT services built for financial institutions.

IT Services for Financial Firms and Advisors

Secure, Compliant, and Ready for What’s Next

Financial services operate on trust. That trust demands technology that performs flawlessly, safeguards sensitive data, and meets strict compliance standards. Whether you’re a wealth management group, accounting firm, advisory practice, or multi-location institution, BECA delivers IT solutions that combine uptime, cybersecurity, and strategic oversight.

We help financial firms minimize risk, align IT with compliance frameworks, and support operations with technology built to adapt to evolving regulations, threats, and client expectations.

Built for the Financial Environment

Financial institutions rely on trusted platforms, secure workflows, and regulatory compliance. Our team supports:

Core Financial Application Support

We ensure reliable access and performance for key platforms including QuickBooks, Redtail, Orion, Morningstar, Sage Intacct, and others used by banks, investment firms, and advisors.

Portfolio and Wealth Management Tools

We manage integrations and security for portfolio systems, ensuring advisors and teams have the data and speed they need to serve clients.

Compliance-Ready Infrastructure

Our solutions support frameworks including FINRA, SEC, GLBA, and PCI DSS, covering documentation, encryption, and audit preparedness.

Secure Communication and Email Encryption

We configure encrypted messaging and secure file sharing to protect sensitive financial data during client communications.

Multi-Location and Hybrid Team Support

We deliver infrastructure and access tools that ensure secure, consistent performance across branch offices, remote employees, and client-facing advisors.

Role-Based Access and Authentication

We implement role-specific controls, multi-factor authentication, and least-privilege access to reduce insider risk and meet compliance expectations.

IT That Supports Financial Operations

We help financial firms stay secure, efficient, and growth-ready with systems designed to support evolving demands and reduce risk.

High Availability and Application Performance

We deliver fast, reliable performance through proactive monitoring, network optimization, and 24/7 help desk support.

Cybersecurity Built for Finance

Our layered defenses include endpoint protection, vulnerability scanning, phishing prevention, and SIEM, all tailored to financial data protection.

Compliance Without the Headaches

We streamline technical controls, reporting, and documentation to help firms meet regulatory requirements and reduce audit stress.

Connect With Our Team

Let's Talk About Your IT Goals.

Ready to simplify your IT, strengthen security, or automate workflows? Our experts are here to help you move faster and smarter, starting with a simple conversation.