Managed IT for finance firms
24/7 monitoring, unlimited help desk, workstation and server management, network monitoring, hardware procurement, billed per user, per managed computer, and per mailbox.
RESPONSE1 HR P1/P2
FINANCIAL IT, ORANGE COUNTY
IT support for Orange County finance firms
BRITECITY runs the IT underneath Orange County financial firms: identity, workstations, secure file transfer, network, and backup. Irvine-based since 2007. We build the technical controls an assessor asks for, and we coordinate with the portfolio and custodial platforms your advisors already chose.
In short:SOC 2 / PCI-ready IT for Orange County finance firms that meet the $2,500 monthly floor, with required POLARITY cybersecurity at $157/user, month-to-month. Book a 30-minute call.
Plan at a glance
$157per user / month
- Per managed computer
- $17.85 / month
- Per mailbox
- $16.90 / month
- Monthly floor
- $2,500
- Term
- Month-to-month
- P1/P2 response
- 1 hour
- POLARITY security
- Required
Managed IT is billed per user, per managed computer, and per mailbox each month. The floor is dollars, not headcount. Cybersecurity is not an upsell, it ships with the plan.
POLARITY runs on
Measured, not estimated. Last 12 months.
16 Sep 2025 – 16 Sep 2026
- 289
- Devices under management
- 3,283
- Tickets handled, 12 mo
- 18 min
- Median P1/P2 first response
- 100%
- CSAT, 27 responses
28 active financial services clients. Median first response measured on Priority 1 and 2 tickets from first logged time entry. Extracted from ConnectWise PSA on 16 Sep 2026.
Ticket mix
What actually breaks in a finance firm
Every classified financial services ticket from the last 12 months, grouped by what the engineer was working on. Vendor coordination leads, which is what a platform-dependent practice looks like from the inside.
- Sample
- 1,743 classified tickets
- Window
- 16 Sep 2025 – 16 Sep 2026
CategoryTickets · share
- 01Vendor service287 · 16.5%
- 02Cybersecurity279 · 16.0%
- 03Application (general)128 · 7.3%
- 04Spam filtering116 · 6.7%
- 05Question/request for info80 · 4.6%
- 06Application (safelisting)64 · 3.7%
Bars are scaled to the largest category. Unclassified and monitoring-noise tickets are excluded.
Services
What BRITECITY runs for financial services organizations
Month-to-month, billed per user, per managed computer, and per mailbox, with cybersecurity required rather than optional.
POLARITY cybersecurity
SentinelOne EDR, ThreatLocker zero-trust controls, Check Point email security, and 24/7 threat monitoring. Required on every managed plan.
COVERAGE24/7/365
Client data and file workflows
We support the identity, workstation, and access path around ShareFile, Bill.com, and the portfolio tools your advisors already chose, so client files move without leaving the firm.
DOCUMENTEDSHAREFILE, ORION
Controls assessors ask for
MFA everywhere, endpoint encryption, logged and role-based access, encrypted email, and AES-256 backup with offsite replication. Evidence your compliance consultant can point at.
SCOPETECHNICAL CONTROLS
SCOPE
Where our work ends and your vendor's begins
Stated up front, so nothing falls between us during an examination.
What BRITECITY owns
- Identity, MFA, and access control
- Workstations, servers, and encryption
- Firm network and remote access
- Secure file transfer and email encryption paths
- AES-256 backup with offsite replication
- Vendor escalation, on your behalf
What your vendor owns
- The portfolio and custodial platforms themselves
- Trading, reporting, and data models
- Release schedule and version support
What we do not do
We do not perform SOC 2 or PCI audits and we do not issue attestations. We build and maintain the technical controls a qualified assessor will ask you for.
FINANCIAL STACK
Software your firm already runs
Pulled from the Applications records our engineers keep in IT Glue, plus sampled ticket history. We own the identity, workstation, network, printing, and backup path around each one. The vendor owns the application.
8Applications documented
| Application | Category | Role | Documented in |
|---|---|---|---|
| Bill.com | Finance · Accounts payable | Critical path | IT Glue |
| FactSet | Research · Market data | Critical path | IT Glue |
| Orion | Operations · Portfolio management | Critical path | Tickets |
| QuickBooks | Finance · Accounting | Critical path | IT Glue · Tickets |
| Sage | Finance · Accounting | Critical path | IT Glue |
| ShareFile | Documents · Secure file transfer | Critical path | IT Glue |
| TradingView | Research · Market data | Critical path | IT Glue |
| Microsoft 365 | Platform · Identity and productivity | Foundation | IT Glue |
Verified 16 Sep 2026 · IT Glue Applications + PSA ticket history
What we own: identity, devices, network, printing, backup, vendor escalation. What the vendor owns: the application itself, its data model, and its release schedule.
FAQ
Financial Services IT: common questions
Not covered here? Ask an engineer directly. No gatekeeping, no form.
(949) 243-7440Do you provide SOC 2 or PCI attestation?
No. We build and maintain the technical controls a qualified assessor asks for: MFA, endpoint encryption, logged and role-based access, encrypted email, and encrypted backup. The audit and the attestation come from an accredited firm, and we can work alongside yours.
How fast do you respond when trading or reporting is blocked?
24/7 phone response with a 1-hour commitment on P1 and P2. Across the last 12 months, our measured median first response for financial services P1 and P2 tickets was 18 minutes. On-site support is available same-day across Orange County from Irvine.
How do you protect client financial data?
Layered technical controls: endpoint encryption, MFA on every system holding client data, network segmentation, encrypted email and secure file transfer, role-based access, AES-256 encrypted backup, and 24/7 threat monitoring via SentinelOne EDR.
What security does a finance firm need at minimum?
Endpoint detection and response, email security with anti-phishing, MFA, encrypted backup, and security awareness training. POLARITY includes all of it and is required on every managed plan.
How much does IT support for a financial firm cost?
$157 per user per month, month-to-month, with a $2,500 monthly floor. That covers monitoring, unlimited help desk, POLARITY cybersecurity, and Microsoft 365 management. The floor is dollars, not headcount.
AI Knowledge Base
Ask BRITEBOT about Financial Services IT support
Curious how we handle financial services compliance, vendor coordination, or a specific application? Copy a short prompt and ask in plain English.
NEXT STEP
Ready for IT that understands a finance firm?
Book a 30-minute call. No commitment, no pressure. A clear picture of your environment and what to fix first.
Financial services IT in Orange County covers the same work city by city. All industries.
What happens on the call
- 01Your environment, out loudDevices, users, where client data lives, and what broke last month.
- 02Where the risk actually sitsThe controls you have, the ones you are missing, and what each gap costs.
- 03A number and a dateFlat per-user pricing and a realistic onboarding window. No proposal theater.
30 minutes. No commitment, no pressure.
Figures pulled from BRITECITY's ConnectWise PSA and IT Glue on 16 Sep 2026. Rolling 12-month window. Client names are never published.