Co-managed IT
Co-Managed IT Services for Financial Firms
Keep your in-house IT person or team and add FinFortify behind them: help desk backup, security tools, 24/7 monitoring, project help and the documentation regulators expect.
Your team stays in charge
24/7 support plans
SOC 2 compliant provider
US-based engineers
What co-managed IT means
Support for the IT staff you already have
Many financial firms have one or two people who handle IT, often alongside other duties. They know your people and systems, but no one can cover every skill, every vacation and every after-hours alert alone. Co-managed IT keeps them in charge and adds a team of US-based engineers who specialize in financial firms.
You decide the split. Some firms hand us the help desk and keep projects in house; others keep day-to-day support and use us for security, monitoring and compliance work. If you later want us to take over fully, our managed IT services for financial firms cover everything.
What we can take on
What FinFortify can handle for your IT team
Help desk overflow and after-hours
Our IT help desk takes the calls your team cannot get to, including nights and weekends with 24/7 support plans.
Security tools and monitoring
Endpoint detection and response, email security, multi-factor authentication and vulnerability management, run by our managed cybersecurity team.
Patching and maintenance
Regular updates for Windows, Microsoft 365 and third-party applications, with reports your team can review.
Backups and recovery
Backup monitoring, restore tests and recovery planning through our backup and disaster recovery services.
Projects and migrations
Extra hands for server migrations, Microsoft 365 projects, office moves and network upgrades.
Compliance documentation
Policies, evidence and reports for SEC, FINRA, FTC Safeguards Rule and NYDFS reviews with our IT compliance services.
How it works
How co-managed IT works day to day
We start by agreeing in writing who does what: which requests come to us, which systems we monitor, who approves changes and how issues are escalated. Both teams work from the same ticket history, so nothing falls between two desks.
We meet regularly with your IT lead to review open issues, security alerts, patch status and upcoming projects, and we keep the documentation of your environment current, so it is ready for audits, exams and cyber insurance questionnaires.
When co-managed IT makes sense
- Your IT person is stretched thin or cannot cover vacations and after-hours issues
- You need security tools and 24/7 monitoring that would cost too much to run in house
- Regulators, auditors or insurers ask for documentation your team has no time to produce
- A major project, such as a migration or an office move, needs extra hands
- You want an outside team ready to step in if your IT person leaves
Getting started
How we start a co-managed IT partnership
Step 1
Discovery call
We learn how your IT staff work today, what they want to keep and where they need help.
Step 2
Assessment
We review your devices, network, Microsoft 365, backups and security settings with your IT lead.
Step 3
Responsibility plan
We agree in writing who handles which requests, systems, alerts and approvals.
Step 4
Ongoing partnership
We work alongside your team every day and meet regularly to review security and plan projects.
Why financial firms choose FinFortify for co-managed IT
Financial industry focus
Since 2010 we have supported hundreds of financial firms, so our engineers already know your regulators, software and busy seasons.
Support for your team
Your IT staff stay in charge of decisions, and we fill the gaps in coverage, tools and skills.
Predictable monthly cost
One monthly plan sized to the work you hand us, so you can budget for IT without surprise invoices.
FAQ
Co-managed IT: common questions
What is co-managed IT?
Co-managed IT is a partnership in which your in-house IT staff and an outside provider share responsibility for your technology. Your team keeps control, and the provider adds help desk capacity, security tools, monitoring and expertise.
Will co-managed IT replace our IT person?
No. Co-managed IT is designed to support your IT staff, not replace them. We take on the work they ask us to, and they stay in charge of decisions about your systems.
Which tasks can FinFortify take on?
Common choices are help desk overflow and after-hours support, security monitoring, patching, backups, Microsoft 365 administration, projects and compliance documentation. We agree the split with you in writing.
How is co-managed IT priced?
Pricing depends on the number of users and devices and the work you hand to us. You pay a predictable monthly fee. Request a quote and we will be in touch within 3 business days.
Can we move to fully managed IT later?
Yes. If your IT person leaves or your needs change, we can take over more or all of your IT through our managed IT services, with your documentation already in place.
Give your IT team backup
Tell us how your IT team works today and we will show you where FinFortify can help.
