Fully Managed IT Support For Your financial services Business
In today's fast-paced financial world, technology is the backbone of your operations. From processing transactions and managing portfolios to ensuring regulatory compliance and safeguarding sensitive data, you can’t afford for your technology not to work dependably, quickly, and efficiently. At Paragus, it’s our job to ensure your business has a secure, reliable, and high-performing network.
Looking to supplement your internal IT team?
Learn about our Co-Managed IT Program.
Paragus offers IT expertise in many areas in the financial services industry, including:
Ensuring regulatory compliance and adhering to industry standards such as SOX, GLBA, and FINRA
Financial management systems support for platforms including QuickBooks, Sage Intacct, Microsoft Dynamics
Portfolio management expertise with software such as BlackRock Aladdin, Morningstar, and Advent.
Data security and encryption
Support for trading platforms such as Bloomberg Terminal, Reuters, and MetaTrader.
Client Relationship Management (CRM) integration and support for Salesforce, HubSpot, and other CRM systems tailored to financial services
Automated reporting systems
Work with clients with fewer than 10 users
Take on clients who aren’t looking for a monthly partnership
Work with clients who hate Microsoft
Build websites
Run cable
Handle 401K plans
Repair Mini Coopers
Grow asparagus
Deliver babies
While these areas fall outside our area of expertise, the good news is we do have some great recommendations for you. Click here to see some of our favorites.
The Basics: The FIVE Major Components Of Fully Managed IT
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Help <br> Desk
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Security & <br> Compliance
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Strategic <br> Services
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AI & <br> Automation
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Projects & <br> Assessments
HELP DESK
At the core of our fully managed IT program is our team of competent, friendly and helpful people standing by 24/7. From the Case Coordinators and Rapid Response Agents to the team of expert technicians, we ensure all requests are acknowledged immediately, expectations are set clearly, and regular updates are provided throughout the resolution process. We also monitor patterns and trends to help identify bigger issues.
Services Offered Include:
Remote, onsite and live chat support
Guaranteed response times
Real-time case tracking
Security & COmpliance
Cybersecurity and compliance are two things that require constant vigilance in today’s business environment. Every two seconds, a small business in the United States is the victim of a cyberattack—and it seems like government compliance and regulation requirements change almost as often. With our fully managed IT services, you have the peace of mind of knowing a team of experts are on the case 24/7, making sure you are clear and current.
Every Paragus client has a specialized resource, your Network Manager, whose entire focus is on preventing issues from happening in the first place. From monitoring your systems to installing updates and staying ahead of the latest threats and risks, they are responsible for keeping your network running smoothly and ensuring compliance with any governing bodies.
Services Offered Include:
Remote monitoring and patch management
State, federal, and industry compliance support, including SOX, GLBA, and FINRA
Business continuity
Strategic Services
At Paragus, we are invested in the long-term success of our clients. We start by facilitating an annual strategic planning session where we help you assess how IT fits into the broader goals and objectives for your business. From there we develop your three-year technology roadmap, laying out your goals and how we can work with you to achieve them. Finally, we build your one-year annual budget so that you know exactly what expenses and changes are coming in each quarter of the upcoming fiscal year.
Your Account Relationship Manager will meet with you at least once a month to review everything going on in your business and ensure nothing ever falls through the cracks. These check-ins provide a great opportunity to review upcoming projects, share insights, and bring opportunities to your attention that you might have otherwise missed out on.
Services Offered Include:
One-on-one IT strategy and alignment meeting every month
Three-year technology roadmap and one-year annual budget
Updates on industry trends and new opportunities
AI & AUTOMATION
You can’t talk about technology today without talking about AI and Automation. But we understand that many people are still trying to get their heads around what these tools are exactly, and more specifically, how they can work for your business.
To start, we do a complete assessment on all your current processes and walk you through the ways that you may be able to benefit from AI and Automation—and, just as importantly, when you should not use it. We also provide real-time demonstrations on how AI can effortlessly automate tasks like transaction monitoring, market analysis, and document processing. Whether you’re just starting your AI and Automation journey or looking to take things to the next level, we’ve got you covered.
Services Offered Include:
Automating business processes using Power Automate
Building custom apps leveraging Power Apps
Dashboards for data visualization with Power BI
PROJECTS & ASSEssMENTS
In addition to a team that handles all of the routine tasks and responsibilities that are essential to providing excellent support, we also have a dedicated Projects division. From research and analysis to design and execution, the Projects division has the resources, expertise, and focus to ensure that projects are well defined, meticulously planned, and completed on time and on budget. We’re here to exceed your expectations.
When it comes to assessments, our team has the experience and resources to meet almost any need. From a basic phishing test to measure your employees’ IT intellect, to a full-scale 360 degree network assessment, we’ve got you covered.
Services Offered Include:
Professional project managers overseeing every project
Custom-designed solutions—not one-size-fits-all
Detailed and comprehensive assessments that are easy to understand
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You want the peace of mind of knowing your IT is in the hands of a team of experts who understand your business.
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You’re looking for a strategic partner to help you leverage technology for maximum growth and efficiency.
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You’re losing sleep because you fear your network is not adequately protected from data breaches and hacking.
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You struggle to keep up with ever-changing compliance requirements.
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You’re frustrated by the slow response times and lack of communication from your current IT team.
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You feel like you’re falling behind current tech developments like AI & Automation.
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You’re sick of surprise bills and hidden costs and would prefer a predictable monthly program.
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You feel like your current IT team has a one-size-fits-all approach.
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You feel like your current IT team treats you like a number, not a person—they don’t even know your dog’s name!
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You’re looking for an IT strategy that is more proactive—eliminating issues before they happen vs. scrambling to put out fires.
Time For A 15 Minute Chat?
Between salaries, benefits, technology upgrades, and ongoing operational costs, maintaining even a single internal IT person can be very expensive—let alone an entire staff. With Paragus, you have 24/7 support from a diverse team of experts. No more covering vacations, dealing with turnover, or worrying about keeping up with the latest expensive technology.
As an employee-owned company, we are committed to building long-term relationships with our clients through fair, transparent, and equitable pricing. Obviously pricing can be somewhat complex and requires us to know a lot more about a business to be able to give an exact estimate, however in general, here is some very useful information.
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Covers all the stuff we do behind the scenes and most of your help-desk services for your staff. To learn more, click here.
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Small monthly retainer to cover anything not already covered by the agreement. To learn more about what is billed hourly, click here.
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Additional add-ons selected from an ala carte menu, everything from cyber training to backup services. To learn more about third party services, click here.
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When it comes to Microsoft Licenses, we will serve as the passthrough for all of your Microsoft 365 and Azure licenses and we sell everything at MSRP. If you aren’t sure what licenses you need, click here, or reach out for more information.
Four Components to Monthly Agreement
For a typical business, the Base Agreement ranges from $95-$175 per user/per month with a Retainer of a few hundred dollars a month to cover anything not covered by the agreement. Not sure who counts as a user, click here.
Outside of that, the only other charges our clients ever have to worry about receiving from us are Projects that are quoted out separately on a case-by-case basis and hardware and software purchases.
get a CUSTOM tailored
estimate for your business.
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“They’re great people to work with and they represent your company with professionalism and genuine caring. Looking forward to more of the “Paragus Experience”."
Charlie Epstein
CEO
Epstein Financial
"Overall, Paragus is now our single-best outsourced provider. They’ve met challenges related to taking our entire workforce remote while not missing a beat in a very demanding, peak-load environment. The support received and the focus placed on improving outcomes has been impressive & worthy of note. Our standards are high but Paragus has not let us down."
Suzanne Murphy
CEO & Founder
Unemployment Tax Control Associates
(UTCA)