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Financial IT Services

You Manage the Money. We’ll Take on the Tech.

finance2Financial service organizations of every size benefit from proper financial IT support when the right mix of software, servers and services supports their business. Customer satisfaction improves, internal and regulatory compliance increases, human error shrinks, and profit grows. The challenge is: who plans, implements and supports all that technology? Who keeps the servers running, the software upgraded, the users supported and trained? There’s no “one answer fits all.” In some cases, that “who” is your internal IT support team. In other cases, it’s an outsourced IT services partner, managing hardware, software and networks. In either case – to strengthen in-house capabilities and lower costs or establish a fully outsourced infrastructure – companies turn to Numa Networks for financial IT services support.

We help financial services firms slash the cost of buying and managing technology. We offer Managed Services that range from strategy and planning to complete outsourced management.

Benefits of Our Financial IT Support

  • Increase government regulations compliance
  • Prevent system failures
  • Perform backups
  • Software updates
  • Email encryption
  • Helpdesk support & assistance
  • Manage firewalls
  • IT strategy
  • Strengthen security to avoid data loss
  • Reduce overall IT costs
  • Provide frequent reports & process reviews
  • Desktop encryption

We Support


  • Citrix
  • Lacert
  • Microsoft Dynamics/Great Plains/Solomon
  • Microsoft Small Business Accounting
  • NetSuite
  • Peachtree Accounting
  • ProSystems Engagement & Practice Management
  • Prosystems FX
  • QuickBooks
  • Sage Software
  • SaxTax


  • Accpac Accounting
  • Charles Schwab Portfolio Center/Centerpiece
  • Exchange
  • Microsoft Dynamics/Great Plains/Solomon
  • Microsoft Small Business Accounting
  • Peachtree Accounting
  • QuickBooks
  • SharePoint/EDM
  • Trumpet

Financial IT Challenges

The IT profile of financial service providers is unique. It ranges from retail banking IT services to private wealth management IT support and from CPA IT management to investment advisory firm IT support. Numa Networks provides the experienced, committed expertise to establish the right mix of hardware, software and networks.
Numa Networks can be your IT Team or we can take on some or all of your IT challenges.

Staying Connected

The velocity of data, the need to be connected to online business feeds, and the demand for unbreakable security and backup require a level of scalability and performance few other businesses share.

Escalating Costs

Operational budgets related to supporting IT infrastructure grow right alongside your business. The chronic need for increased storage, upgraded systems and continually increasing processing power can have a constant, significant impact on OPEX.

Keep Everything Updated

System administration is the hidden enemy behind every in-house infrastructure. That extends from the team that monitors your systems to the people that help you analyze and act on the large amount of data you collect.

Keep Customers Happy

Maintaining customer satisfaction is always the prime concern for financial services providers. When your technology comes face to face with your customers, it has to be running at peak performance at all times.

Increase revenue growth and boost business success with IT support.