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Financial Services IT · Since 1999

IT That Keeps Your
Clients — and Their Data —
Protected.

Los Angeles financial firms face a unique burden: regulatory scrutiny, sophisticated cyber threats, and clients who trust you with their most sensitive information. Pro Link Systems has built secure, well-documented IT for RIAs, wealth managers, CPAs, and financial services firms since 1999.

Security Controls, Built In

MFA, encryption, access controls, and audit logging across every account and device — documented, monitored, and kept current.

BEC & Wire Fraud Defense

Multi-layer email security, impersonation detection, MFA enforcement, and staff training to stop the attacks financial firms face every day.

24/7 Support for Financial Professionals

Trading platforms, portfolio management software, custodian portals — covered around the clock by our in-house, US-based engineers who understand your tools.

Secure IT for Financial Firms
Serving LA businesses since 1999
25+ Years serving
Los Angeles businesses
15 min Average ticket
first-response time
90% Issues resolved
on first contact
24/7 Calls answered live —
no phone tree
Secure Microsoft 365
DLP, email retention, conditional access
BEC & Wire Fraud Defense
Email auth, MFA, impersonation detection
Business Continuity Planning
Backups verified by restore testing
Zero-Trust Access Controls
MFA, SSO, privileged access management
Financial Services IT · Since 1999

Get a Free Financial IT Assessment

We'll review your cybersecurity posture, backups, and infrastructure — and give you an honest gap analysis. No pressure, no obligation.

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A Pro Link engineer will reach out within one business day to schedule your free financial IT assessment.

Call Now: 1-800-890-6133

The IT Risks Financial
Firms Can't Ignore.

Financial firms hold exactly what attackers want — and answer to regulators as well as clients. Your IT has to hold up under both kinds of scrutiny.

Business Email Compromise & Wire Fraud

Attackers compromise email accounts, impersonate executives and clients, and redirect wire transfers. One convincing email can send client money to the wrong account.

No Clear Record of How Client Data Is Protected

Examiners, auditors, and cyber insurers want clear answers: who has access, what's encrypted, and whether backups actually restore. Guesswork is not an answer.

Ransomware Targeting Financial Data

Client financial records, tax documents, and investment data are high-value ransomware targets. A single successful attack can trigger client notification obligations, regulatory action, and reputational damage that takes years to recover from.

Secure, Well-Run IT for
LA Financial Firms.

We've supported Los Angeles businesses since 1999, financial firms among them. We know the threats you face, and we keep your environment documented so you can show exactly how it's secured.

Multi-Layer BEC Defense

Email authentication (SPF, DKIM, DMARC), advanced threat protection, impersonation detection, MFA on all accounts, and staff training — so wire fraud attempts fail before they reach your team.

Security Controls, Documented

MFA, encryption, access controls, audit logging, patching, and monitoring — implemented, maintained, and documented. For SEC, FINRA, and Safeguards Rule policies, risk assessments, and exams, we work alongside your compliance team and handle the IT side.

Tested Business Continuity, Not Just a Binder

A business continuity plan with documented RTOs/RPOs, automated backups verified by restore testing, tested failover procedures, and an annual tabletop exercise.

Complete IT Coverage for Financial Firms

From BEC defense to a 24/7 help desk — every service your firm needs, under one flat monthly rate.

Security Controls & IT Documentation

The technical controls that protect client data — MFA, encryption, access management, and audit logging — implemented, monitored, and documented, so you always know how your environment is secured.

  • Multi-factor authentication on every account
  • Audit logging & access reviews
  • Documented IT environment & asset inventory
  • Incident response plan & procedures

Financial Cybersecurity

Multi-layer threat protection designed for the attacks targeting financial firms — BEC, ransomware, credential theft, and insider threats — with continuous monitoring and rapid response.

  • BEC & wire fraud defense
  • Endpoint detection & response (EDR)
  • Dark web monitoring for firm credentials
  • Security awareness training for staff

Data Protection & Encryption

Client financial data encrypted at rest and in transit, shared through secure channels instead of email attachments, and covered by data loss prevention rules that help stop it from leaving by accident.

  • Encryption at rest & in transit
  • Secure client file sharing
  • Data loss prevention (DLP) rules
  • Endpoint encryption & device management

Business Continuity & Disaster Recovery

Business continuity plans with documented RTOs, tested failover procedures, automated backups, and annual tabletop exercises — so a disruption doesn't turn into a catastrophe.

  • Documented BCP & emergency contacts
  • Tested RTO/RPO for each critical system
  • Automated daily backups, offsite & cloud
  • Backups verified by restore testing

Cloud & Microsoft 365 for Finance

Secure Microsoft 365 and Azure deployments configured for the sensitivity of financial data — with data classification, proper retention policies, DLP rules, and MFA enforced across every account.

  • Microsoft 365 security hardening
  • Data loss prevention (DLP) policies
  • Secure email archiving & retention
  • Conditional access & MFA enforcement

24/7 Help Desk for Financial Professionals

Around-the-clock support from our in-house, US-based help desk for advisors, analysts, and operations staff — covering trading platforms, portfolio management software, custodian portals, and email archiving.

  • Orion, Black Diamond, Tamarac support
  • Redtail, Wealthbox, Salesforce FS Cloud
  • Schwab and Fidelity custodian portals
  • 15-minute average ticket first-response time
25+
Years serving
LA businesses
In-House
US-based help desk —
never outsourced
4.9
Rated on
Google
24/7
Calls answered live —
no phone tree

How our help desk performs

Measured across our in-house, US-based help desk. Calls are answered live, 24/7 — no phone tree, no hold queue.

15 min
Average ticket first-response time
90%
Issues resolved on first contact
<1 hr
Average resolution time
1999
Serving Los Angeles businesses since

Read named client case studies →

Security Your Clients Expect.
Support That Answers Live.

We've spent 25+ years supporting Los Angeles businesses through cybersecurity incidents and technology transformations. We know what financial firms need from IT: tight security, clear records, and fast, live help.

In-house, US-based help desk — calls answered live, 24/7
Layered BEC and wire-fraud defense: email authentication, impersonation detection, MFA
Documented environment — you always know who has access to what
Flat-rate monthly pricing — no long-term contracts
Woodland Hills, CA — on-site fast when Century City and Beverly Hills firms need us
25+
Years Serving
LA Businesses
15 min
Avg. first
response
24/7
Calls Answered
Live
Flat
Monthly Rate, No
Long-Term Contracts

Financial Services IT — Answered

Calls are answered live by our in-house, US-based help desk, 24/7, with no phone tree and no hold queue. Our average ticket first-response time is 15 minutes, 90% of issues are resolved on first contact, and our average resolution time is under an hour. That matters when a client is waiting on a trade, a transfer, or a signed document.
BEC is one of the most serious threats financial firms face. Our defense layers include: email authentication (SPF, DKIM, DMARC), advanced email threat protection that detects impersonation and spoofing, multi-factor authentication on all accounts, privileged access management, and security awareness training that specifically trains staff on recognizing wire fraud attempts. We also implement out-of-band verification procedures for wire transfer requests above defined thresholds.
We charge a flat monthly rate, so your IT costs are predictable and there are no surprise invoices when your team calls for help. No long-term contracts are required. We start with a free IT assessment of your security, backups, and infrastructure, then give you a clear proposal before anything changes.
Yes. We support the most common financial services platforms including Orion, Black Diamond, Tamarac, Redtail, Wealthbox, Salesforce Financial Services Cloud, Schwab Advisor Center and Fidelity WealthScape. We manage the endpoint configurations, network security, and authentication setup that keep these platforms running reliably and securely.
Our Business Continuity Plan for financial firms covers: documented recovery time objectives (RTOs) and recovery point objectives (RPOs) for each critical system, automated daily backups with offsite and cloud copies, tested failover procedures with documented results, a communication plan for clients and regulators during a disruption, and an annual tabletop exercise. Backups are verified by restore testing, not assumed from job reports.