IT for firms that run on trust

Boutique financial firms run on trust, accuracy and availability. Advisors, planners, accountants and staff need their client data, email and financial applications working every day, and protected from phishing, wire fraud and account takeover.

As you add advisors, clients or a second office, your network, phones and devices need to scale without a partner or office manager acting as the IT department.

One partner for support, security, strategy and implementation.

  • Support

    One team to call when something stops working, so problems get handled instead of passed around.

  • Security

    Layered cybersecurity, backups, user training and sensible controls that fit how you work.

  • Strategy

    A technology advisor to help you plan upgrades, budget for growth and decide what to invest in.

  • Implementation

    We implement what we recommend, from networks and Microsoft 365 to phones and practical AI.

  • Room to grow

    As you add people, offices or systems, your technology keeps pace.

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Projects and Happy Clients

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Certified experts

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End user satisfaction

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Service desk

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National reach

Talk to us about IT for your firm. Get an IT solutions quote

Solutions

COMPREHENSIVE IT SERVICES INCLUDE

  • Advisors and staff

    Managed workstations, cloud email and file sharing, and responsive help desk support.

  • Client data and files

    Client documents stored and shared securely, with the right access for the right people.

  • Financial applications

    Planning, portfolio, tax and accounting applications kept available and updated, working with their vendors.

  • Offices and remote work

    Secure networks, managed devices and protected remote access.

  • Phones and meeting rooms

    Phone systems, conferencing and meeting-room AV set up and managed.

  • Security practices

    Access controls, encryption, backups and staff training to support your compliance efforts. We help; we do not certify.

INDUSTRIES WE SERVE

WE WORK WITH GLOBAL BRANDS

Our vertical solutions expertise allows your business to streamline workflow, and increase productivity. No matter the business, Orbit has you covered with industry compliant solutions, customized to your company’s specific needs.

Jeffrey

Bringing Obit with me from my last company, just gives me peace of mind knowing that my technology is functioning seamlessly behind the scenes without it interfering with and disrupting our day-to-day operations.

Jeffrey
Greenville, SC
Why choose us

6 REASONS TO PARTNER WITH ORBIT

  • conversations-4872_af60b258-251e-41af-b238-dfb706d7b3d4

    Quick response

    We can connect to many PCs and servers remotely and resolve issues without waiting for travel time.

  • diploma-2983_a6bb0b64-dbc1-431e-ac00-a83597982a0

    Experienced

    Experience across a wide range of technologies, industries and applications, explained in plain language.

  • messaging-app-4876_473fc710-9ecc-4785-9e78-8c9f00ae9498

    No geek speak

    Questions answered in plain English so you understand what is happening and why.

  • flag-2979_1fd1d414-4b4f-4887-a94a-493ba8e0b0c7

    Business focused

    Recommendations start from the business benefit for your company, not technology for its own sake.

  • source-code-1900_d2c3a8cb-9d49-47a9-aa2d-152f24e446d6

    One partner

    Hardware, software, security and related technology needs coordinated by one team.

  • happy-emoji-2947_45d5bb03-c67d-4e73-a316-a5e7f4a9f2f7

    Committed to your result

    We work through issues with you until the problem is resolved.

Stop wasting time and money on technology. Explore our company

How It Works

Get an IT solutions quote

Contact our team or complete the form below. A representative will contact you shortly.

  • Let’s talk

    We’ll discuss your business, how you use technology and what you want from IT.

  • Choose your plan

    If we’re the right fit, you’ll choose the IT service agreement that works for your organization.

  • Start with Orbit

    After agreement, onboarding begins so your team has clear support and a defined plan.