Protecting nonpublic client information
Client financial data requires strong access controls, encryption, monitoring, and documented safeguards.
Financial Services IT
An IT company built for financial services firms.
Bezalu delivers managed IT and cybersecurity for financial advisors, wealth management firms, and insurance and financial services businesses, with controls aligned to client data protection and regulatory expectations.
Build Your IT PlanWhy it matters
Financial services firms are entrusted with client wealth and personal financial data, making them a frequent target and a focus of regulators. Bezalu provides outsourced IT support that helps advisors, wealth management firms, and insurance agencies protect client information, meet GLBA and cyber insurance expectations, and keep operations dependable.
Challenges we help solve
Technology pressures specific to your industry.
GLBA and regulatory expectations
The Gramm-Leach-Bliley Act and examiners expect a documented information security program and reasonable controls.
Cyber insurance requirements
Insurers require multi-factor authentication, endpoint protection, and evidence of security controls.
Reliable access to financial platforms
Advisors and staff need dependable, secure access to portfolio, accounting, and client systems.
How Bezalu helps
Managed IT and cybersecurity, tailored to your requirements.
- Managed IT operations for workstations, servers, and networks
- Cybersecurity aligned with GLBA safeguards across identities and endpoints
- Microsoft 365 management for secure email and collaboration
- Backup and business continuity for client and financial data
- Multi-factor authentication, access controls, and monitoring
- Compliance readiness support for security programs and insurance questionnaires
Frequently asked questions
Answers for financial services it.
Does Bezalu help financial services firms comply with GLBA?
Bezalu helps financial advisors and financial services firms implement the technical safeguards expected under the Gramm-Leach-Bliley Act, including access controls, encryption, multi-factor authentication, and monitoring, and supports the documentation examiners and partners request.
What financial businesses does Bezalu work with?
Bezalu supports registered investment advisors, wealth management firms, insurance agencies, and other financial services businesses across Farmington Hills and Metro Detroit.
Can Bezalu help us meet cyber insurance requirements?
Yes. Bezalu implements the controls insurers commonly require, including multi-factor authentication, endpoint protection, and backup, and helps you complete security questionnaires with accurate answers.
Does Bezalu secure access to portfolio and client systems?
Bezalu manages secure, reliable access to the portfolio, CRM, and client platforms advisors and staff use every day, across the office and remote work.