Managed IT and cybersecurity for accounting firms, financial advisors, and insurance agencies

Accounting firms, registered investment advisors, mortgage lenders, and insurance agencies hold the data criminals want most and answer to regulators who now specify how it must be protected. Corewell Technology builds and runs IT for Los Angeles financial firms around those rules: the written information security program the FTC Safeguards Rule requires, SEC and FINRA cybersecurity expectations, encrypted and monitored devices, multi-factor authentication everywhere, secure client file exchange, and the capacity and support that tax season and quarter-end demand. We support the platforms the work runs on, from CCH and Thomson Reuters to Salesforce, Redtail, and Applied Epic.

What Corewell Technology provides for accounting firms, financial advisors, and insurance agencies

• FTC Safeguards Rule written security program and annual risk assessment
• SEC, FINRA, and state insurance cybersecurity requirements
• Secure client portals, e-signature, and encrypted file exchange
• Tax-season and quarter-end capacity, support hours, and continuity

Compliance and standards we work in

For accounting firms, financial advisors, and insurance agencies the frameworks that most often shape the technology program are FTC Safeguards Rule (GLBA), SEC Regulation S-P, FINRA cybersecurity guidance, and NY DFS Part 500 alignment. Corewell maps each requirement to a control, implements and monitors the control, and keeps the evidence an auditor, insurer, or customer will ask for.

Where most engagements begin

For accounting firms, financial advisors, and insurance agencies, the services requested most often are compliance, cybersecurity, awareness training, and vcio. The right combination depends on your size, your applications, and any internal IT staff you have, and we are glad to talk it through with you.

One team, accountable for all of it

Every engagement begins with a free assessment. We inventory the environment of accounting firms, financial advisors, and insurance agencies, score security against the CIS Controls and the frameworks that apply, and return a written plan and a flat-fee proposal, with no obligation.