Client information and collaboration
Review Microsoft 365 access and sharing settings for client-facing work. Help organize permissions and sign-in protections so employees can collaborate using the access and processes your firm approves.
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Your industry
IT support for RIAs and financial advisers.
Technology support for advisory teams, with attention to sensitive client information and the requirements identified by your compliance advisers.
How we help
Support shaped around your team.
Technical controls and documentation
Work with your compliance team to translate identified requirements into account, device, and system changes. Help gather configuration records and technical information for reviews, with responsibilities agreed in advance.
Backup and business continuity
Review which files and systems are essential to client service. Plan backup arrangements, recovery priorities, and access changes as employees join, leave, or take on different responsibilities.
Tell us about your current setup and where you need support.
Request a consultationCommon questions
A few things to know.
Do all advisory firms need the same IT controls?
No. The appropriate setup depends on your business, systems, and applicable requirements. We scope technical work with your leadership and compliance advisers.
Can you support a firm with several offices?
We can review your locations and shared systems together. T2B Tech serves New York, New Jersey, Connecticut, and South Florida, with client-site visits across the tri-state area.
Explore more
Connected support for your business.
Let’s talk
Let’s make IT one less thing to worry about.
Tell us what’s getting in the way. We’ll discuss your systems, your priorities and the support that fits your business.
- Monday–Thursday
- 9 a.m.–6 p.m.
- Friday
- 9 a.m.–2 p.m.
- Saturday–Sunday
- Closed
Eastern Time · Based in Brooklyn, visiting clients across the Tri-State area.
Request a consultation
Share a few details so we can understand your needs.