IT services for financial firms cover the daily support, cloud hosting, and security controls a firm needs to run advisory, trading, and client-facing work safely. Tabush Group has provided managed IT to financial firms for 25 years and also offers co-managed IT for firms that have an internal IT team. We have offices in New York City and Boston and support companies across the entire country. Finance firms benefit from greater operational efficiency and enhanced cybersecurity when they implement the right cloud solutions and managed IT services.
Financial firms run on systems that have to be available and defensible at the same time: client records, transaction and payment instructions, and the correspondence a regulator can ask to see years later. In an industry where confidentiality is key, even the slightest IT error or data loss can have significant repercussions.
Investing in well-run IT infrastructure and cybersecurity measures supports the availability, confidentiality, and record integrity that your clients and your regulators both expect.
MOVE YOUR IT TO THE CLOUD
A growing number of financial firms are turning to Desktop as a Service (DaaS) to enhance their productivity and cybersecurity. Boxtop, our DaaS cloud solution, moves your IT infrastructure to our private cloud, with security, accessibility, and management built in. This allows your desktops, applications, files, and data to be securely and effortlessly accessed from any device, anywhere.
CENTRALIZED IT AND CLOUD MANAGEMENT
For firms using multiple cloud applications, Overture boosts flexibility by integrating strong security, centralized management, and an improved user experience with single sign-on (SSO) capabilities. Access to your cloud applications runs through one set of credentials and one security policy, managed by our team.
Co-Managed IT Services
Edge Co-Managed IT Services extends your internal IT team to add expertise, widen coverage, and provide strategic advisory, without giving up the in-house control you value. For financial firms with one to five internal IT staff, Edge covers the overnight monitoring, patching, and security work that is difficult to staff around the clock, including the periods around month-end close, audits, and regulatory examinations.
YOUR STRATEGIC IT PARTNER
Whether your IT is server-based, cloud-based, or a hybrid of the two, we work to keep it secure, accessible, and dependable. As a managed IT service provider for financial service firms, we can either support your existing IT team or become your IT department, providing both daily support and strategic guidance.
ACTIONABLE INSIGHTS INTO YOUR IT
Our 360 IT Assessment is an independent review of your firm's IT across infrastructure, cybersecurity, IT processes, and end-user experience. It clearly and simply documents where your technology stands today, what is exposed, and what is worth changing, so your leadership can make informed decisions. The assessment is a view of what you have now, and the findings are yours to act on however you choose.
Our decades-long experience serving the financial services industry means we understand how crucial it is to protect your data, as well as your clients’ data. Our highly structured and third-party audited cybersecurity framework means we always have security at the forefront.
Financial firms work under several overlapping sets of rules. For SEC-registered advisers and broker-dealers, the amendments to Regulation S-P require a written incident response program and notification of affected individuals no later than 30 days after discovery; they took effect for larger entities on 3 December 2025 and for smaller entities on 3 June 2026. FINRA Rules 3110 and 4511 cover supervision and books and records, and SEC Rule 17a-4 governs how electronic records are retained. The Gramm-Leach-Bliley Act (GLBA) applies to customer information, Sarbanes-Oxley (SOX) access controls apply to firms serving public-company clients, and PCI-DSS applies where card data is handled.
The security controls included with our cloud and managed IT solutions cover the measures financial firms commonly rely on when addressing those rules: data encryption, multi-factor authentication, anti-virus and anti-malware protection, managed backups with tested recovery, access and retention controls on hosted data, and 24/7 monitoring and response through our Guardian Security Operations Center as a Service. Deciding which requirements apply to your firm and making the assurances they call for remains your firm's responsibility, and we give your team the controls and the documentation to support that work.
The right cloud and managed IT setup helps your firm improve service reliability, reduce the risk of errors, and build trust with the clients whose assets and records you hold.
We support the applications your team already works in, including Microsoft 365, portfolio and CRM platforms, document management, and the reporting tools your back office depends on, so a move to Tabush Group does not mean relearning your workflow.
Our security controls protect sensitive client information across users, devices, and locations, and our team carries the monitoring, patching, and backup work that sits behind them.
Helping finance teams perform at their best with managed IT solutions
International merchant banking and advisory boutique revitalizes their IT with Tabush Group's managed IT services.
“I know that Tabush Group is going to provide the support that we need in order to provide stellar service to our own clients”
- Jan Adie Firm Administrator, Jones Kelleher
“The way Tabush Group presented themselves as a company, it was more personal. We got a feeling we would be in better hands with them”
- Paul Toms Manager of Information Systems, Reger Rizzo & Darnall
“The professional and attentive service my team receives from Tabush Group’s team has positively impacted our business”
- Steven Hirth Founder & Principal, S.H. Hirth & Associates
“We felt lost in the crowd with our previous IT partner. With Tabush Group, we feel like we matter and it's very refreshing to have someone that cares about us”
- Kristi Smith COO, Schulten, Ward, Turner & Weiss
“Tabush Group understood our needs, including having a cloud solution that fit our requirements and a support team available to address any issues. They had everything we were looking for.”
- Janice Hayes Firm Administrator, Sugarman
“I know that Tabush Group is going to provide the support that we need in order to provide stellar service to our own clients”
- Jan Adie Firm Administrator, Jones Kelleher
“The way Tabush Group presented themselves as a company, it was more personal. We got a feeling we would be in better hands with them”
- Paul Toms Manager of Information Systems, Reger Rizzo & Darnall
“The professional and attentive service my team receives from Tabush Group’s team has positively impacted our business”
- Steven Hirth Founder & Principal, S.H. Hirth & Associates
“We felt lost in the crowd with our previous IT partner. With Tabush Group, we feel like we matter and it's very refreshing to have someone that cares about us”
- Kristi Smith COO, Schulten, Ward, Turner & Weiss
“Tabush Group understood our needs, including having a cloud solution that fit our requirements and a support team available to address any issues. They had everything we were looking for.”
- Janice Hayes Firm Administrator, Sugarman
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Tabush Group is your trusted IT partner, simplifying the complexities of IT with cloud- and cyber-first solutions. We provide professional service firms with cloud and managed IT solutions that offer security, reliability, and peace of mind. We love to solve challenges and build solutions that empower people to securely and productively work regardless of whether they are at the office, at home, or on-the-go.
NY Headquarters
148 W 37th St, 6th Fl
New York, NY 10018
212-252-0571
Boston Office
1515 Hancock Street
Quincy, MA 02169
617-855-8821
