Financial Advisors

Solving your software & security challenges so you can focus on your clients.

  • Looking to fortify your financial advisory practice against tech disruptions, cyber attacks and compliance hurdles? Envision a scenario where your data remains secure, tax prep apps are accessible, and regulatory mandates are effortlessly met.

    At GroupOne IT, we understand that data security is the name of the game. Our Managed IT Services optimize your tech infrastructure to ensure seamless operations across financial apps, secure client data, and ensure regulatory compliance. Let us revolutionize your IT framework, safeguarding your firm's integrity and fostering growth.

    Whether your offices are in Sacramento, El Paso, or anywhere in the continental US, our vast network of IT support experts will be available and on-site when you need us.

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Why Choose GroupOne IT

Our Managed IT Services for financial advisors can streamline operations, enhance cybersecurity, and ensure compliance with industry regulations.

• Financial apps are the core of the business
• Tax prep services offered as a value-add
• SEC & FINRA compliance requirements
• Client info is extremely sensitive

• Disruptive tech support issues
• Tax prep apps aren't remotely accessible
• Distracting regulatory investigations
• Lost, stolen, or ransomed client data

• Provide IT Support for all team members
• Migrate tax apps to the Cloud
• Complete a full IT compliance audit
• Implement a complete Cybersecurity plan

Get Growing


See why Daniel and others trust GroupOne for their IT needs

Daniel Andersen

Co-founder, CFP

Parkshore Wealth Management

When we founded our firm back in 2008, GroupOne was our first professional relationship. As we have grown, GroupOne has demonstrated an understanding of our size, limitations, and unique business requirements. Their team meticulously analyzed our existing systems and implemented tailored solutions that streamlined our IT operations.

Our partnership with GroupOne IT has been instrumental in our growth and stability. Their unwavering dedication to client satisfaction, coupled with their fast, thorough, and comprehensive service, has elevated our operational capabilities and positioned us for continued success in the dynamic landscape of financial advisory services. We wholeheartedly recommend GroupOne IT to any organization seeking reliable and proactive IT support tailored to their specific needs.

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Spencer Johnson

Director Of Facilities & IT

Peach Tree Health

GroupOne IT has been an outstanding partner. They implemented our technology road map and coordinated everything to ensure we have a resilient and stable network.

GroupOne exceeded our expectations during the onboarding process, which we knew would be challenging. They were well-prepared to address our concerns and back-end issues during the transition process.

Their commitment to providing excellent service reduced stress for me and my whole team. They helped me make smarter budgeting decisions, resulting in lower overhead costs and less headaches.

We value our relationship with GroupOne and look forward to a long and fruitfull partnership with them.

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Susie Davies



GroupOne IT has been providing IT Managed Services for our nonprofit org since 2010. The longevity of this relationship alone is a testament to how well they've taken care of all our IT needs.

GroupOne provided us with cutting edge phone systems, cyber security, networks, servers, desktop computers, all with minimal disruption to our business operations.

I encourage you to check out the rest of GroupOne's website and read about their story and all the facets of their operations. I did when I first found them, and I can tell you everything they said was true.

If you're looking for the best IT consulting firm, these are the people to call.

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Our IT Support Services for Financial Advisors

Transform your financial advisory practice with our top-notch managed IT services. Boost efficiency, security, and client satisfaction with tailored solutions for your business. Take charge of your IT today!

Managed IT Services     Cybersecurity     IT Support     Cloud     Consulting     Hybrid IT     Voice (VoIP)     Microsoft Dynamics    

Our Unique Cybersecurity Approach

Financial advisors, entrusted with invaluable data, are prime targets for malicious attacks, which can disrupt operations and erode client trust, leading to legal and reputational consequences.

To navigate stringent SEC, FINRA, and state regulations, robust IT support is essential. Our solutions focus on migrating tax apps to secure private clouds where possible, conducting IT compliance audits, and implementing holistic cybersecurity strategies. From addressing tech support disruptions to ensuring remote accessibility and mitigating data security threats, we empower financial advisors to fortify defenses and uphold their commitment to client information security.

With our cybersecurity services, your company will undergo rigorous training on phishing, ransomware, social engineering, and password security. With multi-factor authentication systems and monthly phishing email tests, we ensure your team remains vigilant against evolving threats.

Data Management

Our top priority is ensuring that sensitive client information is safeguarded through robust data management strategies.

We understand that financial advisors face formidable challenges, from stringent compliance requirements to escalating cybersecurity risks, making effective data management indispensable. Our tailored IT support services empower advisors to streamline data handling, meet SEC and FINRA standards, and fortify defenses against cyber threats.

Trust GroupOne IT to empower your data management needs with precision and reliability.

Advice You Can Trust

With our advice, you can count on tailored guidance to optimize efficiency and security in handling sensitive client data. With a focus on cybersecurity and compliance, we address today's digital challenges. Our robust IT support shields against cyber threats and ensures adherence to SEC and FINRA regulations. We excel in migrating tax apps to secure private clouds, safeguarding data effectively. Trust us to maintain resilience in your IT infrastructure and uphold client trust.

Compliance Solutions That Keep You Safe

We recognize the pivotal role of compliance and cybersecurity in the financial advisory sector. Our priority is safeguarding your clients' data and meeting SEC and FINRA standards. Tailored solutions address the sector's unique challenges, allowing you to prioritize client needs.

Thorough IT compliance audits and robust cybersecurity strategies help protect you against evolving threats. Partner with GroupOne IT for peace of mind, knowing your business is compliant and secure.

Stay ahead with our comprehensive, tailored IT support for financial advisors.

Frequently Asked Questions

Q: How Does GroupOne IT Ensure Data Confidentiality and Security for Financial Advisors?

A: To ensure data confidentiality and security for financial advisors, GroupOne IT implements comprehensive cybersecurity measures, conducts IT compliance audits, migrates tax apps to private cloud, and provides IT support for all team members, safeguarding sensitive client information effectively.

Q: Can GroupOne IT Assist in the Implementation of Financial Applications Specific to the Needs of Financial Advisors?

A: Yes, GroupOne IT can assist in implementing financial applications tailored to the unique needs of financial advisors. They offer IT support for all team members, management and maintenance of different tax app versions, a full compliance audit, and cybersecurity plan.

Q: What Measures Does GroupOne IT Take to Prevent Disruptive Tech Support Issues for Financial Advisors?

A: To prevent disruptive tech support issues, GroupOne IT ensures proactive monitoring, swift response times, and thorough troubleshooting. Your systems are constantly monitored to catch issues early, and our team is always ready to address any tech challenges efficiently.

Q: How Does GroupOne IT Help Financial Advisors Navigate Regulatory Investigations Related to IT Compliance?

A: GroupOne IT helps you navigate regulatory investigations related to IT compliance by conducting a full IT compliance audit and implementing a complete cybersecurity plan. Stay proactive and protected to ensure smooth operations and avoid costly disruptions.

Q: Can GroupOne IT Provide Training and Support for Financial Advisors to Effectively Utilize Cloud Computing Solutions?

A: Yes, GroupOne IT can provide training and support for you to effectively utilize cloud computing solutions. We'll ensure you have the knowledge and resources to maximize the benefits of cloud technology for your financial advising business.


In conclusion, GroupOne IT offers tailored IT solutions that are essential for financial advisors to thrive in today's dynamic industry.

With a focus on collaboration, innovation, and cybersecurity, their managed IT services provide the support and expertise needed to ensure the success of your business.

Trust GroupOne IT to deliver top-notch technology solutions and compliance services that will help your financial advisory firm stay secure, efficient, and competitive in the market.

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