Financial Firms

Financial firms can’t afford IT downtime

In the financial world, every second counts. Trading delays, software outages, or network interruptions can cost clients, and your firm thousands in missed opportunities.

Generic IT providers often don’t understand the compliance, security, and uptime requirements unique to finance. You need a partner who understands:

• SEC, FINRA, and other regulatory compliance
• Secure client data management and encryption
• High-availability trading and financial software

That’s where Burgi Technologies comes in. Our team specializes in managed IT services for financial firms, keeping your operations secure, compliant, and running without interruption.

IT solutions designed for finance

Burgi Technologies provides IT services for financial services firms that balance performance, security, and regulatory compliance:

• Network security and monitoring to prevent breaches
• Encrypted storage and backup for sensitive financial data
• Co-managed IT services for financial firms: work seamlessly with your internal IT team
• Trading platforms, portfolio management software, and CRM support
• Disaster recovery and business continuity planning

We make sure your systems are optimized for speed and reliability, while staying compliant with industry regulations.

Proven performance metrics:

• Average Resolution Time: 17 minutes
• Customer Retention Rate: 100%
• CSAT Score: 4.91/5 (444 surveys)

Compliance, security, and peace of mind

Financial firms face strict regulatory requirements, including client privacy, secure communications, and audit-ready reporting.

Burgi Technologies ensures your IT infrastructure is fully compliant, with policies and protections aligned with FINRA, SEC, and other regulations. Our team manages access control, encrypted communications, and risk mitigation so you can focus on growing your firm, not worrying about compliance.

Flexible IT support that scales with your business

Financial firms range from boutique advisory offices to multi-location investment companies. Your IT should adapt to your growth and workflow:

• Adding new advisors or offices? Handled quickly and securely
• Rolling out new financial platforms? Done with minimal disruption
• High-volume trading or seasonal reporting spikes? Systems remain fast and reliable

Our co-managed and fully managed IT services ensure that no matter how your firm grows, your technology keeps pace.

Why financial firms choose Burgi Technologies

With Burgi Technologies, your IT works like a well-oiled machine:

• 24/7/365 monitoring and emergency response with average response time 30 seconds
• Unlimited remote and on-site IT support
• HIPAA, FINRA, and SEC-compliant IT systems
• Flexible month-to-month agreements with no hidden fees
• 100% Happiness Guarantee on all services

Special Offer: Switch today and get a free cybersecurity risk assessment worth $1,500.

Ready to protect your firm and your clients?

If your firm has 10 to 500 users and you want IT support that is fast, secure, and compliant, Burgi Technologies is your partner. From IT support for financial firms to co-managed IT services, we keep your technology working so your team can focus on growing client wealth.