Hedge funds and family offices
Managed IT Services for Hedge Funds and Family Offices
Responsive, secure IT for investment managers, family offices and the principals they serve, from a SOC 2 compliant provider that has specialized in financial firms since 2010.
SOC 2 compliant provider
24/7 support plans
US-based engineers
Offices in New York and Cherry Hill
Investment firms
IT support for small teams that manage large assets
Hedge funds and family offices often run with lean teams and high stakes. A few people move large sums, work across devices and locations and rely on market data, portfolio systems and fund administrators that cannot go down. FinFortify Inc. manages and secures that environment, so your team gets dependable IT without building an IT department.
Our managed IT services for financial firms include help desk support, proactive monitoring, managed cybersecurity and Microsoft 365 management, with 24/7 support plans for teams that work outside business hours.
How we help
How we support hedge funds and family offices
Secure devices and remote access
Managed laptops, phones and remote access for portfolio managers, analysts and principals, wherever they work.
Wire fraud and impersonation defense
Email security, impersonation protection and payment verification steps that make fake wire requests harder. See our wire fraud prevention guide.
Identity and access control
Multi-factor authentication, conditional access and prompt access changes when staff, interns or consultants join or leave.
Data protection and backups
Encryption, tested backups and recovery steps for research, investor and family records.
Vendor and administrator coordination
We work with your fund administrator, market data and portfolio system vendors to resolve issues and keep a record of changes.
Privacy for principals and families
Security settings and support for principals and family members, handled with the discretion a family office expects.
Security and due diligence
Security that holds up to investor and regulator questions
Hedge fund managers
Hedge fund managers registered with the SEC as investment advisers must maintain a compliance program under the Advisers Act, keep required books and records and comply with the amended Regulation S-P, including a written incident response program and oversight of service providers. See our Regulation S-P compliance checklist and email archiving requirements guide.
Investor due diligence
Institutional investors, allocators and consultants routinely send operational due diligence questionnaires that ask how a manager protects data, controls access, tests backups and responds to incidents. We put those controls in place and help you document them, so your answers are accurate and current.
Family offices
Single-family offices that qualify under the SEC family office rule do not have to register as investment advisers, so no regulator sets their IT controls. They still hold sensitive financial, legal and personal information and move large wires, which makes them attractive targets. We apply the same security baseline we use for regulated firms.
Cyber insurance
Carriers ask about multi-factor authentication, endpoint protection, backups and training before they quote. See our cyber insurance requirements checklist.
FinFortify provides IT and cybersecurity services. Your chief compliance officer and counsel remain responsible for your compliance program.
Getting started
How switching to FinFortify works
Step 1
Consultation
We learn how your team works, which vendors and administrators you rely on and what is not working with your IT today.
Step 2
Assessment
We review your devices, network, Microsoft 365, backups and security settings and agree on priorities with you.
Step 3
Onboarding
We document your environment, deploy our monitoring and security tools and close the most urgent gaps first.
Step 4
Ongoing management
Your team calls one number for help while we keep your systems patched, monitored, backed up and secure.
Why investment firms choose FinFortify
Financial industry focus
Since 2010 we have supported hundreds of financial firms, so we already know the platforms, vendors and expectations your team works with.
US-based engineers
In-house staff answer your calls, and 24/7 support plans cover the hours before the market opens, after it closes and on weekends.
Offices in New York and Cherry Hill
Our offices in New York, NY and Cherry Hill, NJ provide on-site support for firms in New York City, Jersey City and the Philadelphia area.
FAQ
IT for Hedge Funds and Family Offices: common questions
Do you support small hedge funds and single-family offices?
Yes. Many investment firms run with small teams. We act as your IT department, or work alongside an in-house IT person through our co-managed IT services.
Can you help us answer investor due diligence questionnaires?
Yes. We implement and document the security controls those questionnaires ask about, such as multi-factor authentication, encryption, backups, monitoring and incident response, and help your team answer the technical questions accurately.
How do you help prevent wire fraud?
We secure email with filtering, impersonation protection and multi-factor authentication, and help you set up call-back and approval steps so a single email can never move money.
Do you provide 24/7 IT support?
Yes. We offer 24/7 support plans, so your team can reach us before the market opens, after it closes and on weekends.
Do you provide on-site support?
Yes. Most issues are solved remotely for speed, and on-site support is available from our offices in New York, NY and Cherry Hill, NJ.
Managed IT for investment firms
Tell us about your fund or family office and we will show you how FinFortify can run, secure and support your technology.
