IT Solutions for Financial Services
Regulatory-compliant IT solutions for financial advisors, mortgage brokers, insurance brokers, and finance professionals. We understand the stringent security and compliance requirements of the financial services industry—protecting client assets and data while enabling efficient operations.
Why Specialised IT?
Secure IT infrastructure for financial advisors, mortgage brokers, and finance businesses. We align your technology with specific industry compliance requirements and workflow demands, ensuring seamless operations.
Service Standards
01Sector Challenges
What makes Financial Services IT complex.
ASIC Compliance
Meeting stringent regulatory requirements for record keeping and client data handling.
Data Protection
Protecting sensitive client financial information with enterprise-grade security.
System Integration
Connecting with dealer groups, licensees, and financial planning platforms.
Business Continuity
Ensuring operations continue during outages when client portfolios are at stake.
02Capabilities
What we deliver for Financial Services.
Regulatory Compliance
- ASIC record keeping requirements
- APRA prudential standards
- AML/CTF compliance
- 7-year document retention
- Audit trail and logging
Financial Systems
- Xplan integration
- Midwinter configuration
- Wealth Axis support
- Dealer group connectivity
- Client portal solutions
Security Infrastructure
- 256-bit encryption
- Multi-factor authentication
- Secure client portals
- Email encryption
- Disaster recovery
03Software Stack
Software we support.
04Related Services
Services we deliver to Financial Services.
04FAQ
Common questions
We implement IT controls that support ASIC compliance including secure record keeping, access controls, audit logging, and data retention policies. We can work with your compliance team to ensure technology meets regulatory requirements.
Specialised Audit
Specialised Audit
Get a gap analysis of your Financial Services IT compliance and security.
Pass your next audit with confidence.