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IT Compliance Solutions for Financial Firms in Boston

Stay audit-ready and fully compliant with expert IT services, cybersecurity, and productivity tools from CMIT Solutions of Boston, tailored for financial firms.

Managed IT Services That Keep Your Financial Firm Audit-Ready

In a highly regulated industry, proactive IT management is the foundation of compliance. At CMIT Solutions, we deliver managed IT services designed to maintain consistent documentation, update policies, and manage IT infrastructure in accordance with regulatory frameworks like SEC, GLBA, SOX, and FINRA. We help financial firms avoid costly violations while supporting operational excellence.

Key Benefits:

  • IT policies aligned with SEC and FINRA regulations 
  • Centralized documentation and audit trail maintenance 
  • Proactive system patching and configuration management 
  • Asset tracking and inventory compliance 
  • Regular reporting for regulatory audits

Compliance-Centric Cybersecurity for Financial Institutions

Data security and regulatory compliance go hand in hand. Our cybersecurity solutions safeguard client data while helping your firm meet requirements set by GLBA, SEC, and other regulatory bodies. We implement encryption, access controls, monitoring, and incident response protocols—all designed with compliance in mind.

Key Benefits:

  • Encryption protocols for data at rest and in transit 
  • Access control systems that align with FINRA/SEC guidelines 
  • Security event logging and audit-ready reporting 
  • Incident response planning and testing 
  • End-to-end regulatory compliance support

Productivity Applications That Support Secure, Compliant Workflows

Today’s finance teams rely on digital tools to collaborate efficiently—but they must also remain compliant. We configure and manage productivity applications like Microsoft 365, Teams, and cloud-based CRMs to support secure data handling, email retention policies, and permissions management, ensuring every workflow stays compliant with industry mandates.

Key Benefits:

  • Secure file sharing with role-based access controls 
  • Email retention, archiving, and legal hold settings 
  • Encrypted communication and document collaboration 
  • Workflow integrations that support compliance policies 
  • Staff training on secure use of productivity tools 

Responsive IT Support That Upholds Compliance Standards

Compliance isn’t just about having the right tools—it’s about how those tools are used and maintained. Our IT support team provides technical assistance with a compliance-first mindset, ensuring every fix, configuration, and system interaction aligns with your regulatory obligations. We respond quickly and document thoroughly to help you stay audit-ready.

Key Benefits:

  • Ticket tracking and documentation for audit support 
  • Policy-aligned technical troubleshooting and updates 
  • Helpdesk support trained on compliance-sensitive environments 
  • Guided support for data access, file recovery, and permissions 
  • Local, Boston-based team with financial IT experience