IT Support for Financial Services
Secure, Compliant, and Scalable IT Solutions for Finance Professionals
Financial firms handle sensitive client data, operate under strict compliance requirements, and rely on seamless system uptime. At Claritech, we provide specialized IT support for financial advisors, investment firms, wealth managers, and insurance professionals — ensuring security, compliance, and performance at every level.
Why Financial Firms Choose Claritech
Compliance-Ready Infrastructure
Meet Regulatory Standards Without Compromise
We help your firm comply with Canadian financial regulations such as PIPEDA, FINTRAC, and provincial standards. From secure data handling to access control, we build and maintain systems that keep you protected and audit-ready.
Data Security & Encryption
Protecting Client Financial Data at All Times
We implement industry-grade cybersecurity protocols — including firewalls, MFA, encrypted backups, and threat detection — to safeguard personal financial information, investment records, and transactional data from cyber threats.
Support for Financial & CRM Platforms
Seamless Performance Across All Tools
We support industry-standard platforms such as Salesforce, Wealthbox, AdvisorEngine, QBO, and portfolio management tools — ensuring smooth integration, minimal downtime, and responsive support for your core software.
Remote Access & Secure Collaboration
Serve Clients from Anywhere, Securely
Whether you’re in the office or working remotely, we enable secure access to your systems through encrypted cloud tools and VPNs — so your advisors can stay connected to client data, securely and efficiently.
24/7 Monitoring & Proactive IT Support
Because in Finance, Every Second Matters
When systems go down, clients and transactions are at risk. That’s why we provide real-time monitoring, fast-response support, and complete visibility into your IT — ensuring uptime and peace of mind.
Our IT Services for Financial Firms Include:
In financial services, trust is everything — and that starts with secure, reliable systems. Claritech delivers IT solutions that support compliance, enable productivity, and protect your most sensitive data — while keeping your team focused on delivering value to clients.
Managed IT Services
We take full ownership of your IT operations — from helpdesk and user support to system upgrades and strategic planning — tailored to your firm’s growth and risk profile.
24/7 tech support and monitoring
IT strategy aligned with compliance goals
Scalable services for growing teams
Predictable monthly costs
Cybersecurity for Financial Data
We implement cybersecurity policies and systems designed specifically for the financial industry — keeping your firm and your clients protected at all times.
Firewall, antivirus, and threat detection
Data encryption and secure storage
Email filtering and phishing protection
Compliance-driven security audits
Cloud & Remote Access Solutions
Enable your advisors and teams to securely access sensitive data, CRM systems, and reporting tools from anywhere — without compromising performance or security.
Encrypted VPN access
Microsoft 365 & cloud-based CRM support
Remote file access with version control
Secure communication and file sharing
Why Choose Claritech for Financial IT Support?
Compliance-Focused IT Support
We understand the regulatory environment you operate in — and align all systems to help you stay compliant and audit-ready.
Financial Platform Expertise
We support the software you already use, from CRMs and portfolio tools to accounting systems and reporting dashboards.
Cybersecurity First Approach
Security is at the core of our service — with proactive risk management built for high-trust environments like finance.
Scalable for Firms of All Sizes
Whether you’re a boutique advisory firm or a national financial group, our services grow with you.
Canadian-Based, Client-Focused Team
Our support team is local, responsive, and understands the financial services industry inside and out.
Ready to Secure and Streamline Your Financial Firm’s IT?
Let’s talk about how Claritech can improve your firm’s IT performance, regulatory compliance, and cybersecurity.
Ready to Modernize Your Financial Firm’s IT?
We support a wide range of tools used by financial professionals, including Salesforce, Wealthbox, QuickBooks Online, AdvisorEngine, and others.
We design IT systems that meet or exceed PIPEDA and other financial compliance standards — with secure backups, access control, and encryption.
Yes. We work with financial advisors, planning firms, wealth managers, and more — tailoring IT solutions to support confidentiality, speed, and uptime.
Absolutely. We enable secure cloud access, VPN connections, and collaboration tools that help your team work from anywhere safely.
Yes. We implement multi-layered cybersecurity tools, employee awareness training, and active threat monitoring to reduce your risk.
Yes. We’re a Canada-based team serving clients nationwide — providing localized support and industry-specific IT expertise.