IT for growing Hawaii financial firms
Your firm is adding clients, advisers and accounts.
Every client record runs through your systems.
The financial information your clients trust you with has to stay private.
How do you protect client financial data?
We run your IT with managed IT and protect the places client data travels:
- Encrypted email for client financial documents
- Multi-factor sign-in on every account
- Email protection that filters phishing and impersonation emails
- Daily encrypted backups, with a restore tested every year
Most issues are solved remotely in minutes.
On Oahu and Kauai we send a technician onsite when you need hands-on help.
AI Agents for Hawaii Financial Firms
Want your advisers spending more time with clients? We can build AI agents that handle the prep work and paperwork:
- Client meeting summaries and follow-up notes, ready for adviser review
- Client documents sorted and logged as they arrive
- Drafts of client and portfolio reports
- Summaries of market, product and rule-change research
Need intelligence and compliance? We can run your agents within compliant providers like Amazon Bedrock.
Optionally, we can build a completely private system where models are hosted on hardware in your office. Client financial data never leaves your office.
With our AI task agents, clients often get back about 20% of an employee’s workday.
SEC Regulation S-P and Cyber Insurance
Registered investment advisers have to meet SEC Regulation S-P.
We build the written incident response program the 2024 amendments require.
Then we add the policies and safeguards behind it. See SEC Regulation S-P Compliance.
We also help you answer cyber insurance security questionnaires.
Why Hawaii financial firms choose IT Hawaii
Your advisers focus on clients. We keep their data protected and your systems running.
- Supporting businesses on Oahu and Kauai since 2001
- 95% client retention
- 90% of calls answered in 90 seconds or less
- vCIO strategy reviews, up to quarterly, included
Ready to protect every client account?
If your firm has 10 or more employees on Oahu or Kauai, give us a call.
We help with SEC Regulation S-P anywhere in Hawaii.
Talk to an IT expert now
You’ll see the difference in how fast we work: 90% of our calls are answered in 90 seconds or less.