IT Support for Finance:

Financial firms need a trusted partner, not just an IT vendor — one that has the industry knowledge and technical capabilities to provide specialized guidance to keep them on a stable, secure path.

Our managed services for financial firms provide a comprehensive solution for network management and support with a strategic focus on data privacy and protection, compliance, and stability, without sacrificing productivity.

How Our Managed IT Solutions Support FOR Financial Firms

Full Coverage

Our fast and reliable IT support keeps your systems up and running at all times. From infrastructure management to security and compliance to end-user support, we’ve got you covered. Let us focus on your technology so you can focus on your firm’s bottom line. This is essential for any Financial advisor in Portland looking to enhance operational efficiency.

Data Security & Compliance

Financial firms are the number one target for cybersecurity attacks today. At the same time, they’re forced to meet strict compliance requirements. Our advanced managed security offerings, specially tailored for financial firms, significantly reduce risks, ensuring your company is compliant and that your client data is protected at all times. This makes our services perfect for a Financial planner in Portland who prioritizes client data security.

Flexible Access

Whether your network is in your office, in the cloud, or a combination of the two, we’ll keep your infrastructure and all of your devices up and running 24x7x365. We ensure fast and reliable access from any location, providing maximum flexibility for your users to work wherever and whenever they need to. This flexibility is particularly advantageous for Financial advisors in Portland Oregon, ensuring they can always be connected and responsive.


Leverage technology as a competitive advantage. Your dedicated Strategic Advisor will provide the strategic insight and direction you need to propel your firm forward and maximize your IT investment.

Additional Features

  • Multiple hosting options, including private or public cloud, hybrid, or on-premise support
  • Microsoft 365 licensing on up to 5 devices for all users
  • PCI and SSAE-18 Type II compliant data center
  • Easy-to-manage daily data backup for disaster recovery and business continuity
  • Advanced monitoring and custom controls
  • Multi-layered security platforms
  • Data encryption across all devices and programs
  • Two-factor authentication for secure log-on
  • E-mail archiving and mobile device management
  • Proactive IT planning and road mapping
  • 24×7 support services
  • Internal audit support

Finance Credentials

SSAE 18 Type II Compliance

Compliance with SSAE 18 validates that we meet the most stringent industry standards and best practices, and assures our customers that we have the infrastructure and controls in place at every level to safeguard their sensitive financial information and business data.

PCI Compliance

A critical compliance standard demonstrating our commitment to protecting client financial information when processing credit card transactions.

Microsoft Tier-1 Cloud Solution Provider

An elite accreditation, demonstrating our deep product knowledge of all Microsoft cloud services, including Microsoft 365 and Azure, and our experience providing comprehensive management of private, public, and custom cloud environments.


What Every Business Owner Must Know About Hiring An Honest, Competent, Responsive And Fairly Priced I.T. Services Firm

Our Services

Managed IT Services

You can rest easy when you put your IT support needs in our hands. Never worry about extensive downtime again with our 24/7 monitoring services.

Co-Managed IT Services

With Co-Managed IT Services, we don't replace your IT Staff… We make them better!

Cybersecurity Services

Our goal is to provide you with the best network security protection possible, while also keeping your unique needs and budget in mind.

Cloud Services

Cloud services give you the power to collaborate using the Internet and intranet in your office to make doing business more efficient.

3 Big Reasons to Choose SMB Technologies to Support Your Computer Network


Complete Solution. We provide a ‘total technology solution’. We can deliver everything related to technology on any Operating System so you have to make only one phone call for all of your technology needs. From data cabling, hardware/software procurement, helpdesk support, to cloud solutions, phone systems, audio systems, video systems, alarm systems, access control systems, Internet service and Network design and management.


No Geek-Speak. You deserve to get answers to your questions in PLAIN ENGLISH, not in confusing technical terms. Our technicians will also not talk down to you or make you feel stupid because you don’t understand how all this “technology” works. That’s our job!


Peace of Mind. Because we monitor all of our clients’ networks 24/7/365, you never have to worry that a virus has spread, a hacker has broken in or a backup has failed to perform. We watch over your entire network, taking the management and hassle of maintaining it off your hands. This frees you to focus on your customers and running your business, not on your IT systems, security and backups.

See what other business owners are saying about us…

SMB delivers tremendous value through high quality services and a great value per dollar spent.

End to end solution thinking on how we have our information communication and security configured. Prior firms focused on hardware solutions and troubleshooting those. SMB Technologies covers us on hardware through software solutions that fit our budget. SMB delivers value through high quality services and value per dollar spent.

John Lambie John Lambie Senior Groundwater Hydrologist

SMB technical representatives have always explained IT topics in a language that I can understand.

We are a small business without an in-depth knowledge of IT. SMB technologies have filled that gap for us – setting us up with remote access server capabilities and VPN security protection. SMB technical representatives have always explained IT topics in a language that I can understand. This has not been the case with other IT firms we’ve worked with in the past. Definitely give SMB a try. They have set up and maintained our IT system for the past 5-6 years with no issues at all.

Andy Kubwater Andy Kubwater Owner
KubWater Resources, Inc

I feel protected with SMB watching my back.

I have been using SMB Technologies for several years now for all my IT needs. They are quick to answer requests and very knowledgeable about networking and security. I feel protected with SMB watching my back. I fully endorse SMB for all your IT needs. You won’t regret it!

Dr. Kevin Speers Dr. Kevin Speers Owner
Oak Grove Dental

About SMB Technologies

SMB Technologies was founded by Ron Rothstein in 2009. We didn’t know who we were or why we existed for a long time. I mean, there has to be more to life than fixing computers, right?

After many years of trial and error, as well as personal and professional growth, we finally figured out why we do what we do.


    What Every Business Owner Must Know About Hiring An Honest, Competent, Responsive And Fairly Priced I.T. Services Firm

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