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Secure, Compliant and High-Performance Technology for Financial Advisers, Planners and Lending Professionals
Protecting Your Data, Your Clients and Your Reputation
Financial service organisations handle some of the most sensitive information of any industry — personal identity details, financial records, investment portfolios, lending documents and confidential advice.
A single outage, security breach or technology issue can lead to:
Loss of client trust
Major legal and financial consequences
Vulnerabilities in compliance and reporting
Unproductive staff and missed deadlines
Interrupted access to critical financial systems
Delays in loan processing, advice preparation or trading
IT&T provides Financial Services IT Solutions specifically designed for:
Financial advisers & planners
Wealth management firms
Lending & mortgage brokers
Superannuation & SMSF service providers
Boutique investment firms
Insurance brokers
Fintech & digital finance businesses
Accounting–financial hybrid practices
We help your organisation stay compliant, secure and ready for client service — backed by fast, friendly, local support.
One Provider. One Call. One Bill.
The Challenges Financial Service Providers Face
Protecting highly sensitive financial data
Client information must be safeguarded to the highest standard.
Strict regulatory and compliance obligations
ASIC, ATO, AUSTRAC, FASEA, AFSL and internal compliance frameworks require secure systems.
Reliance on cloud-based financial tools
CRMs, planning software, modelling tools and lending systems must operate fast and reliably.
Supporting hybrid & multi-location advisers
Teams work from the office, home, client sites and branches.
Downtime affects client service and deadlines
Slow systems reduce adviser productivity and affect client outcomes.
High risk of cyber threats
Financial service providers are prime targets for ransomware, phishing and account takeover.
IT&T supports these challenges with solutions engineered for the financial sector.
Financial Services IT Solutions by IT&T
Managed IT Services for Financial Teams
Reliable support to keep your financial systems operating smoothly.
- Helpdesk & onsite support
- Proactive monitoring
- Device configuration for advisers
- Server & network management
- Application performance support
- Vendor management
Your advisers stay productive and focused on clients.
Advanced Cybersecurity & Compliance
Protect your client data and support AFSL and compliance obligations.
- Ransomware & threat protection
- Secure email and phishing prevention
- Endpoint protection (PCs, laptops, servers)
- Multi-factor authentication
- Identity & access management
- Backup & disaster recovery
- Privacy Act & NDB compliance
- Risk assessments & security documentation
- Staff cybersecurity training
Designed to defend high-value financial data and reduce risk.
Cloud & Modern Workplace Solutions
Enable secure collaboration and mobility for advisers and support teams.
- Microsoft 365 for financial firms
- SharePoint & OneDrive for document storage
- CRM & financial platform integration
- Secure remote access for hybrid work
- Real-time collaboration tools
- Email encryption and secure data sharing
Empowers your staff with modern, compliant tools.
Phone & Communication Solutions
Professional communication for client-facing teams.
- Cloud phone systems
- Microsoft Teams Calling
- Multi-location call routing
- Call recording (compliance-ready)
- Voicemail-to-email
- Mobile integration for advisers
- 4G failover internet
Ideal for busy client communication environments.
Business-Grade Internet & Network Security
Reliable connectivity for financial systems and platforms.
- Business NBN
- Enterprise Ethernet
- SD-WAN for multi-office firms
- Managed firewalls
- 4G/5G failover internet
- Network monitoring
Ensures always-on access to CRMs, planning software and secure portals.
Support for Financial Software & Platforms
We support and integrate:
Financial CRMs & Planning Systems:
- Xplan
- Midwinter
- AdviserLogic
- Fin365
- Worksorted
Lending Platforms:
- Broker CRM systems
- Loan origination tools
- Bank aggregator systems
Accounting & Finance Tools:
- MYOB
- Xero
- BGL & Class
- Tax and compliance platforms
We liaise with vendors directly to resolve issues quickly.
Why Financial Service Providers Choose IT&T
Strong cybersecurity-first approach
Protects client wealth, personal identity and financial information.
Fast, responsive support
Ensures advisers and brokers stay productive and compliant.
Cloud + communication expertise
Ideal for hybrid workforces and multi-office financial firms.
One partner for all technology
IT, cloud, phones, internet, cyber and hosting — all under one provider.
Proven experience with financial sector software
We understand the tools you rely on every day.
30+ years supporting Australian businesses
Trusted by professional and financial firms nationwide.
One Provider. One Call. One Bill.
Who We Support
- Financial advisers & planners
- Mortgage brokers
- Lending & credit specialists
- Wealth managers
- Investment & superannuation firms
- Insurance brokers
- Accounting–financial hybrid firms
- Fintech businesses
If your business deals with financial advice, lending or client wealth — we support your technology.
FAQ
Can you meet our AFSL or compliance requirements?
Yes — we support security controls, MFA, documentation and compliance reporting.
Do you support Xplan or other planning systems?


Yes — we support major financial platforms and liaise with vendors.
Can you secure remote advisers?


Absolutely — we provide secure access, MFA and cloud tools for hybrid work.
Do you offer call recording for compliance?


Yes — our phone systems include optional call recording features.
What about cybersecurity training for staff?


We provide phishing simulations and staff awareness training for the financial sector.
Free Consultation
Let’s help your financial services firm stay compliant, secure and ahead of client expectations.
 Speak with our industry specialists today.
Book your free consultation now.
