Financial Services & Accounting

Understanding the challenges

Due to the sensitive nature of the information they possess, Financial Services and Accounting firms require a security focus comparable to the standard of a bank or credit union.  The need to access the information does not end at 5:00 PM, and must be accessible from any location.

Delivering smarter technology

A few of the services we provide to Financial Services and Accounting firms include:

  • Managed IT Services
  • Servers and storage installation, management, and upgrades
  • Server virtualization and management​
  • Remote access solutions powered by VMware and Citrix
  • Cloud-services integration and support

Benefits to our financial services and accounting clients

  • Enjoy secure access to client database applications
  • Provide portable computing solutions for mobile users on-the-go
  • Enable remote access to allow client meetings at a location of the client's convenience
  • Sleep easy with an off-site backup and disaster recovery plan in place
  • Simplify with end-to-end support for complete IT peace-of-mind

Some common applications we help to support include:

  • Axys Portfolio Management
  • Lacerte
  • LPL Financial BranchNet
  • ProSeries Tax
  • ProSystem FX Engagement
I highly recommend Innovative Business Systems team to any company that requires an of extension of their IT department or a company that is in need of an IT department.
Ron Maagero, Systems Administrator, Fountain Plating Company


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