CloudScale365 Featured in Kitces’ FinTech... 
Login the Support Portal Financial IT Solutions for Growing Firms
Leverage the Right Technology to Meet Security, Compliance, and Productivity Challenges.
Financial advisors are prime targets for cyberattacks. CloudScale365 protects your business with end-to-end cybersecurity solutions that prevent data breaches and safeguard client trust. From robust security measures, including encryption, multi-factor authentication, and real-time threat monitoring, we are covering you end-to-end.
- 24/7 threat monitoring and management
- Endpoint protection and mobile device management
- Data encryption and secure file sharing
CloudScale365 helps you simplify the ever-evolving landscape of regulatory requirements. We ensure you stay compliant and avoid hefty fines, reputational damage, and loss of customer trust.
- Assistance with regulatory frameworks: SEC, FINRA, GDPR, PCI DSS, ISO 27001, and SOC 2
- Comprehensive audit preparation and reporting
- Secure storage and management of sensitive client data
Redefine how your firm accesses and manages sensitive data with CloudScale365’s Virtual Desktop Infrastructure (VDI). Our secure, cloud-hosted desktops allow advisors, analysts, and back-office teams to retrieve financial records, reports, and applications from any device—without sacrificing security or performance. With centralized control, built-in encryption, and seamless integration with financial platforms, VDI empowers your team to work securely and efficiently from anywhere.
- Custom cloud infrastructure tailored to financial workflows
- Virtual Desktop Infrastructure (VDI) for secure remote access
- Disaster Recovery and Business Continuity planning
Your firm depends on reliable, secure technology to serve clients and stay compliant. CloudScale365 delivers fully managed IT services that keep your systems optimized, protected, and running around the clock. From 24/7/365 helpdesk support and proactive monitoring to hardware lifecycle management and custom networking solutions, we ensure your infrastructure scales with your business. Prefer to retain some in-house control? Our co-managed IT model seamlessly augments your internal team with deep expertise and enterprise-grade tools—so you can focus on growth while we handle the tech.
- Proactive monitoring and maintenance of IT systems
- Dedicated helpdesk with 24/7/365 support
- Hardware and software lifecycle management
- Custom Networking solutions
- Co-managed IT model
Empower your team with secure, efficient communication through expertly managed Microsoft 365 solutions. CloudScale365 handles setup, administration, and ongoing support—ensuring your email, Teams, and collaboration tools run smoothly. We also provide advanced email security and archiving to protect sensitive financial communications and support regulatory compliance.
- Microsoft 365 setup and management
- Email security and archiving solutions
We help you replace outdated legacy systems that are costly to maintain and struggle to integrate with modern technology. From cloud computing to DR and AI, CloudScale365 acts as a trusted advisor, minimizing disruptions and ensuring data integrity.
FinancialFirms
BrokersDealers
Family Offices
Private Equity Firms
Remote Teams
Registered Investment Advisors (RIAs)
Compliance and Risk Advisory Firms
Tax Advisory and Accounting Firms
Wealth Management Firms
Why Financial Firms Trust CloudScale365
CloudScale365 Featured in Kitces’ FinTech Solutions Map
“Our co-managed IT platform allows larger enterprises to leverage our resources to fill gaps in their IT operations. This service has been a game-changer, enabling us to maintain strong relationships with larger companies that may need specific support or expertise without outsourcing their entire IT department.”
Patrick Hannon
What are the Benefits of Managed IT Services for Financial Firms?
Financial organizations can reduce their operating costs by 20%-45% by using the right tools and services with a managed IT solutions provider like CloudScale365.
Ensure Regulatory Compliance
Protect Your Data
Boost Efficiency and Reduce IT Costs
Improve the Client Experience
Utilize the Latest in Cloud Technology
Mitigate Risk—Partner with CloudScale365
Technology plays a critical role in fostering client trust and satisfaction. Proactive planning, seamless communication tools, and secure data handling are not just operational needs—they’re competitive advantages. CloudScale365 provides the IT foundation that ensures your clients see you as a reliable, forward-thinking partner.
