Built for Financial Confidence
Info Advantage delivers tailored IT services for banks, credit unions, wealth advisors, and financial institutions. We understand the security, uptime, and regulatory demands of financial organizations and deliver support that keeps systems protected, data secure, and operations compliant.
From layered cybersecurity to encrypted cloud services and IT policy development, our team helps financial firms navigate risk and strengthen trust. We support your technology so you can support your clients with confidence and focus.
Operational Value That Pays Off
Maintain client trust through secure and compliant systems.
Prevent cyber threats with layered network protection.
Ensure uptime with proactive support and monitoring.
Prepare for audits with documentation and reporting tools.
Protect data using encrypted backups and cloud infrastructure.
Support hybrid work with secure, remote-capable solutions.
Simplify vendor and device management for less complexity.
“I am delighted to share our overwhelmingly positive experience with Info Advantage, our chosen telecommunications partner, as Camp Stella Maris underwent a much-needed switch to our phone system earlier this year. As a nonprofit organization, we were not only seeking efficiency and reliability but also a provider that aligned with our values and supported our community. The transition to Info Advantage’s phone system has been nothing short of seamless, and the impact on our daily operations at Camp Stella Maris has been truly remarkable. From the initial consultation to the ongoing support, Info Advantage has demonstrated an unwavering commitment to excellence and a genuine understanding of our unique needs as a nonprofit. What sets Info Advantage apart is not only their state-of-the-art technology but also their dedication to providing value-driven solutions. As a nonprofit, every penny matters, and Info Advantage has proven to be a cost-effective choice without compromising on the quality of service. Their team took the time to understand our organization’s communication requirements and tailored a solution that not only meets but exceeds our expectations. The reliability of Info Advantage’s phone system has significantly enhanced our ability to connect with our stakeholders, donors, and the families we serve. The crystal-clear audio quality and user-friendly interface have streamlined our communication processes, allowing us to focus more on our core mission of providing a transformative camp experience for children. What truly stands out about Info Advantage is their commitment to the local community. Being a local company, they understand the importance of supporting nonprofits like ours. Their team has gone above and beyond to ensure that our transition was smooth, offering personalized support and demonstrating a genuine interest in the success of Camp Stella Maris. In conclusion, I wholeheartedly recommend Info Advantage to any organization, especially nonprofits, seeking a reliable, efficient, and value-driven phone system. Their dedication to excellence, coupled with their understanding of the unique needs of nonprofits, makes them an invaluable partner for organizations looking to make a positive impact in their communities. Thank you, Info Advantage, for not only providing us with a top-tier phone system but for being a true partner in our mission.”
JOHN QUINLIVAN, EXECUTIVE DIRECTOR
Camp Stella Maris
“We enjoyed another successful year at Hoag Library in no small part due to our relationship with Info Advantage. With the help of Johnathan and Linda we replaced many of our computers this year and have finally gotten all of our equipment onto a three year cycle for replacement. The installation of the new computers was handled in house knowing that if we needed help it was only a phone call away. Jeremiah was instrumental in helping us get all of the new equipment online and swapping out some other equipment with items that were at the end of life. Other times we have depended on Jacob to help us figure out why we were having problems. (an unknown power outage was one cause.) and he and Kris reset programs when we could not make successful updates. We were also unable to catalog new books when the dedicated computer went down. We sent the computer to IA , they performed “magic” and Jacob returned it and reinstalled it until our new computers came in.”
BETTY SUE MILLER
Director Hoag Library
“I have been working with the Info Advantage team for a little over a year now as the IT Manager for VP Supply Corp. Words cannot describe the difference Info Advantage has made in my ability to do my job and protect our network and information assets. What started as a hardware vendor has now evolved into providing MSSP services to better protect our network – and we could not be happier with the quick return on investment this has given us. I would like to give a special shout-out to the members of the Info Advantage team who have not only done their job exceptionally well but have also mastered the soft skills and make me feel as though I can always reach out if we need them. Johnathan, Chris Chan, Chris McDonald, and Nick Wetherwax have been outstanding over the past year. With continued success like this VP Supply will have Info Advantage as a partner for many, many years to come!”
ADAM DEKRAMER
IT Manager VP Supply Corp
“In 2015, our office space was nearly a complete loss in a fire damaged building. Everything we had was either reduced to rubble or soaked with water. We had been utilizing Info Advantage for several years for maintenance of our computer network and replacement of portions of it. They arose to the occasion helping us be able to get back to business. First, they had all our data recovered from our water soaked server. They then put together a completely new network for us. From the research we did at the time, we found that Info Advantage was providing us a relatively cost effective system that suited us very well. We especially appreciate the guidance they provided helping us with our selections.”
SCOTT POWELL, PRINCIPAL
AIA Architectura PC / Rochester, NY
“I have worked with Info Advantage over the past 12 years at a couple of companies. This year, Info Advantage helped me deploy a new VMWare / EMC environment for my current employer. During the selection process, they were very responsive with quote changes, responses to questions and updates explaining every aspect of the roll-out. They were very willing to take my current level of knowledge into consideration in the quoting process and their quotes were very competitive. Once awarded the project, Info Advantage proceeded very quickly to order and install the hardware in agreed time with on-hands training and system documentation for me. I would personally recommend Info Advantage for any project.”
CLINT SCHWAB
Durst Imaging / Rochester, NY
How We Support Finance Clients
Every financial organization faces unique risk, performance, and compliance demands. We approach each engagement with a structured, security-first mindset that aligns IT with financial regulations and expectations.
Audit-Ready Processes
We create detailed documentation for systems, access controls, and IT procedures that align with compliance standards and provide the evidence and clarity required during internal or external financial audits.
Proactive Cyber Defense
We implement endpoint protection, firewalls, and real-time threat detection to defend sensitive client data, internal records, and financial platforms from unauthorized access, malware, and cyberattacks across your entire environment.
Policy Development
We write tailored IT and cybersecurity policies that satisfy financial regulations including FINRA, SEC, and NIST, helping ensure staff accountability, procedural consistency, and support for insurance and audit readiness.
Reliable Uptime
We monitor your network, servers, and financial systems around the clock. Our proactive maintenance approach helps prevent downtime, resolve issues quickly, and keep platforms available for clients and staff at all times.
Why You Might Need Help
Internal IT teams often struggle to keep pace with financial security and compliance requirements. The pressure to maintain availability, manage cyber risk, and support multiple systems stretches most resources thin.
Without structured support, you risk audit findings, service interruptions, or cyber incidents. Delayed updates, unmonitored endpoints, or vague documentation can expose your firm to unnecessary risk and financial loss.
Why You Should Choose Us
We provide IT services built specifically for financial service organizations. Our team understands the systems, controls, and policies required to satisfy examiners, protect clients, and deliver uninterrupted operations.
Info Advantage brings structure, clarity, and accountability to your IT environment. From compliance support to 24/7 monitoring, we help financial firms scale with confidence and stay one step ahead of evolving risk.
Cybersecurity and Compliance
Secure Infrastructure and Support for Financial Data
We protect sensitive financial data with layered security, risk assessments, and policy support. Our services help financial organizations meet industry compliance requirements while staying protected from modern threats.
Security is not optional in financial services—it is essential.
Deploy tools that support FINRA, SEC, and NIST controls.
Run vulnerability scans and penetration tests regularly.
Train employees to reduce social engineering risk.
Business Continuity and Backup
Ensure Availability No Matter the Disruption
We provide business continuity planning and secure cloud backups to help financial institutions avoid downtime. Even in the event of failure, your client data and systems remain accessible.
Every minute of downtime can affect reputation and revenue.
Back up core systems with encrypted offsite storage.
Maintain operations with recovery plans and support.
Reduce RTO with infrastructure built for resilience.
Managed IT and Vendor Support
Flat-Rate Support for Your Systems and Tools
We provide proactive maintenance, help desk support, monitoring, and vendor coordination for your IT stack. Whether managing financial platforms or telecom providers, we keep everything aligned and supported.
Reliable IT services keep financial workflows moving smoothly.
Monitor key systems to prevent downtime and disruption.
Serve as a single point of contact for IT vendors.
Provide timely help to support staff and client needs.
Why Financial Firms Choose Info Advantage
We support your compliance, protect your clients, and help your business grow through structured, dependable IT services. Our work is rooted in financial industry experience and security-first delivery.
Exam-Ready Documentation
We prepare financial firms for audits by maintaining structured records, system logs, access controls, and written policies. This documentation supports compliance reviews and ensures your firm remains fully audit-ready throughout the year with total confidence.
Security-Driven Support
Our IT services prioritize client data confidentiality, risk mitigation, and secure system access. Every solution we provide is selected, configured, and managed with financial security requirements at the forefront of our entire support process.
Personalized Relationships
We build close partnerships with financial firms by learning their systems, workflows, and compliance needs. This allows us to deliver IT services tailored to each firm’s size, specialties, structure, and internal operations model.
Predictable IT Costs
Our flat-rate managed services eliminate surprise billing and allow firms to budget confidently. You receive responsive support, proactive maintenance, and strategic guidance for a consistent monthly investment without any unexpected financial fluctuations.
Frequently Asked Questions
Do You Support Financial Compliance Requirements?
Yes. We help meet FINRA, SEC, NIST, and other industry regulations through policy development, system hardening, and documentation. We also support audit preparation and examiner requests.
How Do You Protect Client Data?
We implement layered cybersecurity, including encryption, threat detection, multi-factor authentication, and policy enforcement to keep sensitive financial data safe from internal and external risks.
What If We Use Industry-Specific Software?
We support a wide range of financial platforms. We also coordinate with your vendors to troubleshoot problems, manage updates, and ensure availability of mission-critical applications.
Can You Help With Cyber Insurance Readiness?
Yes. We help you meet the technical and policy-related requirements requested by most cyber insurers, including risk assessments, backup standards, and user training programs.
Do You Work With Small and Mid-Sized Firms?
Absolutely. Our services are designed to scale with you. Whether you are a local advisor or a growing regional institution, we tailor IT services to fit your size and needs.
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