In financial services, technology isn’t just an operational tool. It’s the backbone of client trust, compliance, and performance.
At Preferred, we help financial advisors, accounting firms, and professional service organizations secure their data, streamline operations, and stay compliant with evolving regulations.
You handle sensitive financial information every day. We make sure it’s protected, accessible, and always aligned with the highest security standards.
Financial service firms operate under some of the strictest regulatory and data privacy requirements in the business. You need IT that’s reliable, secure, and always audit-ready—without slowing your team down.
We understand the risks and pressures you face:
Increasing compliance demands from regulators, insurers, and clients.
Cybersecurity threats targeting financial data and client information.
Outdated systems and backups that put sensitive records at risk.
Slow or unresponsive vendors who don’t understand regulatory urgency.
Lack of visibility into IT performance and security posture.
Need for remote access that’s fast, secure, and compliant
We deliver cybersecurity & IT solutions that protect your reputation, support compliance, and give you peace of mind.
Our approach combines proactive management, 24/7 security, and business-aligned strategy — so you can stay focused on serving your clients.
Our SmartSecure™ platform combines endpoint protection, advanced monitoring, and 24/7 threat detection to keep client data secure.
We help you meet and maintain compliance for FINRA, SEC, PCI, NIST, and cyber insurance requirements.
Key Security Capabilities:
Multi-factor authentication (MFA)
End user security training
Email encryption and phishing protection
Secure cloud backups and business continuity
Cybersecurity controls, reporting, and policy support
Through our Business Cybersecurity & Technology Review (BCTR), we evaluate your current systems and security posture, then create a roadmap that aligns technology with your business goals and compliance requirements.
We focus on reducing risk while improving efficiency — helping you modernize systems, scale operations, and strengthen client confidence.
In financial services, every second counts.
Our proactive monitoring, patch management, and cloud-based solutions keep your systems available and responsive. No downtime. No disruption. No excuses.
Advisors, accountants, and brokers work from anywhere – your IT should too. We build secure, compliant cloud
environments in public and private cloud providers with integrated security and monitoring. Enabeling your team to collaborate from anywhere.
We know your business runs on precision and predictability. Our flat-rate model means no surprise bills and no hourly guessing. You’ll get comprehensive cybersecurity & IT support that’s easy to budget and built for growth.
“Preferred gives us confidence that we’re not just compliant — we’re ahead of the curve. Their team understands the regulatory side of our business and gives us clarity on every audit.”
CFO,
Financial Advisory Firm
“They’re proactive, professional, and strategic. Preferred has made our IT one of our biggest strengths.”
Partner,
Accounting Firm
Expertise in FINRA, PCI, NIST, and cyber insurance compliance
98% client satisfaction rating
Business-aligned IT strategy through quarterly BCTRs
24/7 cybersecurity protection and monitoring
Seamless, secure support for remote and hybrid teams
Predictable, flat-rate pricing with unlimited helpdesk access
Every engagement includes one or more of our three foundational service pillars:
Stay informed with resources created for finance and accounting leaders.
Learn how to strengthen compliance, protect client data, and leverage technology for business growth.
Partner with an cybersecurity & IT team that understands compliance, confidentiality, and client trust.
Let’s strengthen your systems, simplify your audits, and keep your firm ahead of every threat.
