Supporting the Finance Industry with Smart, Secure IT Solutions

At Fizen Technology, we specialize in delivering IT services tailored to the unique demands of the financial services industry. Registered Investment Advisors (RIAs), broker-dealers, private equity firms, wealth managers, and other financial professionals.

Financial-Industry Expertise

We understand the high-stakes nature of your industry. Whether you’re managing client portfolios, executing trades, or securing sensitive investor data, downtime or inefficiencies aren’t an option. Our team brings a deep understanding of the tools, platforms, and regulatory challenges common in finance, allowing us to align your technology strategy with your business goals.

Examples:

• CRM Optimization – Enhance client engagement with platforms like Redtail and Salesforce Financial Services Cloud through customization, automation, and data integration.
• Back-Office System Integration – We support and integrate core financial tools including QuickBooks, Microsoft Dynamics 365, Sage, and others; ensuring smooth workflows across accounting, billing, and operations.
• Document Management Solutions – Implement and maintain secure document systems such as Treeno, Adobe Acrobat Sign, and DocuSign, supporting both internal workflows and client-facing needs.
• Compliance-Ready Document Workflows – Customize document retention and approval workflows to align with SEC, FINRA, and state-level compliance requirements, ensuring audit-readiness and operational efficiency.

Cost-Efficient Technology Management

Our flexible service models mean you can scale up or down without the fixed costs of a full-time IT team. We offer managed services, project-based engagements, and co-managed IT that adapts to your firm’s current stage and growth trajectory.

What we offer:

• Proactive monitoring and maintenance to avoid surprise outages
• Flat-rate pricing for predictable budgeting
• Virtual CIO services to guide tech strategy without hiring internally

Cybersecurity Built for Finance

The finance industry is a top target for cyberattacks. Our team deploys multi-layered security tailored to regulatory requirements and the specific threats faced by firms handling financial data.

How we protect you:

• Encrypted communications and secure file-sharing platforms
• Regular penetration testing and vulnerability assessments
• Employee training programs focused on phishing, social engineering, and data handling best practices

Compliance-First IT

We help you stay ahead of FINRA, SEC, and state-level compliance mandates. From secure email archiving to cybersecurity frameworks like NIST and SEC OCIE guidelines, we work hard to help make compliance seamless.

• Data retention and eDiscovery systems
• Secure access control and audit logging
• Assistance during regulatory audits or exams
• Automation of repetitive compliance documentation
• Integration of client portals with performance reporting tools

Our solutions will help you

• Support custom vendor software
• Ensure data is protected
• Allow employees to work remotely
• Support multiple locations
• Protect against the latest cyber security risks

We thrive on providing Business to Business technology support to Finance teams, with extensive experience in the Asset Finance space.

Whether we are providing strategic technology advice to executive teams, helping to support complex cloud-based enterprise solutions, enabling the latest in communication technologies, or keeping existing legacy solutions running; we are eager to show how we can make a positive difference in your business operations!

Experience

Our team has spent years developing the skills that make us a great fit for providing IT Services to businesses.  We focus on developing ourselves and improving our abilities, each and every day.

• We have on many API integration efforts requiring custom developed software, vendor support, and on-premise and off-premise deployments.
• Our IT Helpdesk is devoted to helping a company meet and plan for its future Information Technology needs.
• We are located in Tampa Florida, from which we coordinate and manage our Data Center, central IT Helpdesk and dedicated employees and partners from all over the world.

Ready to Hear More?

If you are looking for a new IT Support and Cloud Provider, give us a call.  You will find we have hired our staff not only based on their technical skills, but also based on their personalities.

Providing IT Services to other businesses can be challenging, our goal is to make the process enjoyable and rewarding.  We invite you to put us to the test – we never quit, we never give up – we will do what is necessary to empower your technology to work for you.