From remote IT support in Orange County to full business IT support services, we make technology simple, secure, and cost-effective.
Financial services firms face IT challenges that don't exist in other industries. Your trading platforms need five-nines uptime. Your portfolio management systems handle millions in assets. Your Bloomberg terminals, market data feeds, and secure communications must operate flawlessly during market hours. One hour of downtime during trading can cost you client relationships and regulatory scrutiny.
BurgiTech delivers IT services specifically designed for financial firms in Orange County. We understand the regulatory landscape, the technology stack you depend on, and the zero-tolerance approach to downtime your business demands. Our clients include registered investment advisors, broker-dealers, wealth management firms, and financial planning practices across Tustin, Irvine, Newport Beach, and Orange County.
We maintain month-to-month contracts with 100% client retention, 17-minute average ticket resolution time, and a 4.91 out of 5 CSAT score. Our 24/7/365 IT helpdesk answers in under 60 seconds, and our technicians hold FINRA Series 7 knowledge to understand your business context.
Your technology stack is mission-critical. Trading platform failures during market hours, portfolio management system crashes, or Bloomberg terminal connectivity issues directly impact revenue and client trust. We provide proactive monitoring and management for every component of your financial technology infrastructure.
Whether you use TD Ameritrade's Thinkorswim, Interactive Brokers Trader Workstation, E*TRADE Pro, or proprietary trading systems, we ensure continuous operation during all market hours. Our monitoring detects latency issues, connection failures, and performance degradation before they impact trades. We maintain redundant internet connections, failover systems, and real-time alerting for any connectivity disruption to market data providers like Bloomberg, Reuters, FactSet, or Morningstar.
According to SEC technology spending analysis, financial firms allocate significant resources to trading infrastructure. We help you maximize ROI on those investments through proactive maintenance, capacity planning, and performance optimization.
Your portfolio management software—whether Orion Advisor Tech, Black Diamond, Tamarac, Redtail CRM, Wealthbox, or Salesforce Financial Services Cloud—contains your entire book of business. We provide daily backups with 15-minute recovery point objectives, disaster recovery testing, and integration support across your technology ecosystem. Our backup and recovery solutions meet SEC requirements for business continuity planning.
We handle integrations between portfolio management, custodian platforms (Schwab, Fidelity, Pershing), trading systems, billing software, and reporting tools. When systems don't communicate properly, you lose billable time and client confidence. We ensure seamless data flow across your entire tech stack.
Bloomberg Terminal installation, configuration, and support require specialized knowledge. We manage Bloomberg hardware, software updates, keyboard configurations, multi-monitor setups, and integration with your other financial systems. We coordinate with Bloomberg support for hardware replacements, software issues, and connectivity problems while ensuring zero disruption to your workflow.
Beyond Bloomberg, we support FactSet, Capital IQ, YCharts, Morningstar Direct, and other financial research platforms. We ensure proper licensing, user access management, and integration with your analysis workflow.
Financial services firms are prime targets for cybercriminals. According to IBM's Cost of a Data Breach Report, the financial sector experiences some of the highest breach costs across all industries. Your client data, account credentials, and proprietary trading strategies require institutional-grade security.
We implement multi-layered cybersecurity specifically designed for FINRA-regulated firms. Our approach aligns with FINRA's cybersecurity requirements and SEC guidance on technology risk management.
Every user accessing client data, trading platforms, or portfolio management systems must authenticate through multi-factor authentication (MFA). We deploy enterprise MFA solutions like Duo Security, Microsoft Authenticator, or hardware tokens for high-security environments. Access controls follow least-privilege principles—users only access systems required for their role, and we maintain detailed audit logs of all access attempts.
Our managed cybersecurity services include quarterly access reviews, automated de-provisioning when employees leave, and real-time alerting for suspicious access patterns.
SEC Rule 17a-4 requires broker-dealers to retain all business-related communications, including emails, for specific periods. We implement compliant email archiving solutions that capture, index, and preserve all communications in tamper-proof storage. Solutions include Smarsh, Global Relay, or Microsoft 365 with litigation hold and retention policies.
Email remains the primary vector for phishing attacks targeting financial firms. We deploy advanced email security with attachment sandboxing, URL rewriting, spoofing protection, and employee training. Our systems block over 99% of phishing attempts before they reach user inboxes.
Traditional antivirus isn't sufficient for financial services. We deploy endpoint detection and response (EDR) solutions like CrowdStrike, SentinelOne, or Microsoft Defender for Endpoint. These platforms detect sophisticated threats, ransomware, and insider threats that signature-based antivirus misses.
EDR provides forensic capabilities essential for regulatory reporting. When incidents occur, we provide detailed timeline analysis, affected systems inventory, and remediation documentation that meets FINRA and SEC reporting requirements.
Financial services firms operate under multiple regulatory frameworks. We help you maintain compliance with SEC, FINRA, SOX, Gramm-Leach-Bliley Act, and Regulation S-P requirements through documented policies, technical controls, and audit-ready evidence.
SEC Rule 17a-4 mandates specific retention periods for brokerage records, communications, and transaction data. We implement compliant storage solutions with write-once-read-many (WORM) capabilities, automated retention policies, and retrieval systems that support legal discovery and regulatory examinations. Our backup systems maintain required retention periods and provide audit trails for all data access.
FINRA requires member firms to establish cybersecurity programs that protect customer information and firm systems. We help you meet these requirements through risk assessments, written security policies, technical controls, vendor management, and incident response planning. Our IT compliance audit services provide gap analysis and remediation roadmaps for FINRA examinations.
The Gramm-Leach-Bliley Act (GLBA) and SEC Regulation S-P require financial institutions to protect customer information through administrative, technical, and physical safeguards. We implement encryption for data at rest and in transit, network segmentation, access controls, and annual security assessments. Our documentation provides audit-ready evidence for regulatory examinations.
Financial firms serving public company clients or operating as public entities must support Sarbanes-Oxley (SOX) compliance. We provide IT general controls (ITGCs) documentation, change management processes, access control reviews, and audit evidence that satisfy SOX requirements and external auditor requests.
Market disruptions don't wait for convenient times. Natural disasters, cyberattacks, or infrastructure failures require immediate response to protect client assets and maintain regulatory compliance. We design and test business continuity plans specifically for financial services operations.
Our disaster recovery solutions provide recovery time objectives (RTO) of 4 hours or less and recovery point objectives (RPO) of 15 minutes for critical systems. We maintain geo-redundant backups, failover systems, and documented recovery procedures. Quarterly disaster recovery tests ensure your team can execute recovery plans under pressure.
We coordinate with your custodians, clearing firms, and technology vendors during disasters to maintain continuity. Our crisis communication plans include client notification procedures, regulatory reporting protocols, and coordination with third-party service providers.
Growing financial services firms need strategic technology leadership without the cost of a full-time CIO. Our virtual CIO services provide technology strategy, vendor management, budget planning, and regulatory technology guidance.
We help you evaluate new technology investments, negotiate vendor contracts, plan technology roadmaps, and align IT spending with business growth. Our vCIOs understand financial services technology trends, regulatory changes, and security threats specific to wealth management and investment advisory businesses.
We're located in Tustin, California, serving financial services firms throughout Orange County. Our local presence means faster on-site response when needed, and our team understands the specific challenges of California-based financial firms.
We maintain 100% client retention because we deliver results: 17-minute average resolution time, 4.91 out of 5 client satisfaction rating, and 5.0 Google rating based on 60 reviews. We answer support calls in under 60 seconds, 24/7/365, including holidays and weekends when markets operate globally.
Our month-to-month contracts include no hidden fees, transparent pricing, and a 100% happiness guarantee. We offer a complimentary cybersecurity risk assessment worth $1,500 to help you identify vulnerabilities before they become breaches. Call us at (949) 381-1010 to discuss your firm's technology needs.
Yes, we provide comprehensive support for Bloomberg terminals including installation, configuration, multi-monitor setups, keyboard programming, and coordination with Bloomberg support. We also support FactSet, Capital IQ, Morningstar Direct, YCharts, and other financial research platforms. Our technicians understand financial services workflows and can troubleshoot issues without disrupting your market analysis.
We implement compliant email archiving solutions that automatically capture all business communications in tamper-proof storage with WORM capabilities. Solutions include Smarsh, Global Relay, or Microsoft 365 with appropriate retention policies. Archives are searchable for regulatory examinations and legal discovery, with audit trails documenting all access. We configure retention periods based on your specific regulatory requirements and provide quarterly compliance reports.
We provide 24/7/365 monitoring with immediate escalation for trading platform issues. Our support team answers calls in under 60 seconds and can engage senior technicians within minutes. We maintain documented escalation procedures with your platform vendors and custodians. For critical systems, we implement redundant connections, failover capabilities, and real-time alerting to prevent outages before they occur. Average resolution time across all tickets is 17 minutes, with priority handling for market-hours incidents.
Yes, our IT compliance audit services include FINRA cybersecurity preparation. We conduct gap analysis against FINRA requirements, document your security controls, create written policies and procedures, and provide audit-ready evidence for examinations. We help you implement technical controls like MFA, email archiving, encryption, and access management that examiners expect to see. Our ongoing security assessments keep you examination-ready year-round.
Yes, we're based in Tustin and provide on-site support throughout Orange County including Irvine, Newport Beach, Costa Mesa, Anaheim, and surrounding areas. While we resolve most issues remotely through our helpdesk, we dispatch on-site technicians for hardware failures, network infrastructure work, or situations requiring physical access. Our local presence ensures faster response times compared to national providers.
We design business continuity plans with recovery time objectives of 4 hours or less and recovery point objectives of 15 minutes for critical systems. This includes geo-redundant backups, cloud-based disaster recovery, failover systems, and documented procedures. We conduct quarterly disaster recovery tests to validate recovery capabilities and train your team. Our plans address regulatory requirements for business continuity and include communication procedures for clients, regulators, and vendors during disasters.
We implement multi-layered security including enterprise firewalls, intrusion detection/prevention, endpoint detection and response, encrypted VPNs, multi-factor authentication, email security with anti-phishing, and 24/7 security monitoring. Data encryption covers both data at rest and in transit. Access controls follow least-privilege principles with quarterly reviews. Our managed SOC monitors for threats 24/7/365 and responds to incidents within minutes. All security measures align with FINRA, SEC, and Gramm-Leach-Bliley Act requirements.