Financial services
IT and security for firms that handle client money and data
For accounting practices, insurance agencies, and wealth and real estate firms: client information protected, systems running through deadline season, and security documented so you can show it.
- Microsoft partner
- CompTIA A+
- Cisco CCNA
- Fully insured Ohio LLC
- 16+ years of combined IT experience
Where small financial offices get stuck
Hours go to paper.
Statements, forms, and client files still move by hand. We set up secure digital storage and automate the steps that keep paper moving, so staff time goes back to clients.
Client materials are built by hand.
Pulling the same numbers and formatting the same reports every month eats hours. We automate client reporting so it is accurate and ready when you need it.
Security nobody has checked.
MFA, backups, and who can reach client data often go unreviewed until an insurer questionnaire or a client asks. We close the gaps and write down what is in place.
No one is helping the technology grow with you.
It works until the firm adds a person, an office, or a new tool. We plan ahead, so growth is not a scramble and nothing gets bolted on in a hurry.
What we handle
Protect: MFA, email filtering, endpoint security, patching, and access controls in Microsoft 365.
Document: a written security program that describes what is in place, kept up to date as things change.
Support: help desk, on-site visits across Ohio and Michigan, and proactive monitoring.
Automate: client reporting, intake, and document requests that eat staff hours.
Put AI to work safely: set up business AI tools such as Microsoft Copilot, ChatGPT, or Claude so client data stays protected, then use them for drafting, summarizing, and intake.
In previous roles, our team has supported financial advisory and real estate offices and automated client reporting for financial firms. Azlera brings that same work to firms across Ohio and Michigan.
Security you can show
Clients and insurers increasingly ask how you protect data. We help you keep a written security program in place, so the answer is a document, not a guess.
For Ohio firms, the Ohio Data Protection Act gives businesses that maintain a written cybersecurity program that reasonably conforms to a recognized framework, such as the NIST Cybersecurity Framework or the CIS Controls, an affirmative defense against certain claims after a data breach. We can help you build and maintain that kind of program.
We're not attorneys. Talk with your legal counsel about how the law applies to you.
How it works
- 1
Free security and compliance check
- 2
Plain-language findings and a plan
- 3
Set up and secure
- 4
Ongoing support and an annual review
How we earn your trust
These are standard for every client, written into our agreement rather than promised in a sales call.
Everything belongs to you
All passwords, admin accounts, configurations, and documentation are yours, and are returned in full if you ever change providers.
No lock-in after year one
After the first 12 months, you can end the agreement with 60 days' notice. No termination fee or exit charges.
The same people every time
The team you meet is the team that supports you. No call center and no rotating technicians.
A monthly visit
We come to your office every month, not just when something breaks.
Monitored around the clock
Devices and Microsoft 365 accounts are watched 24/7 by the Huntress security operations center, with threats contained and escalated to our team.
Frequently asked questions
Know exactly how your client data is protected.
A free security and compliance check gives you a clear picture, with no obligation.
Who you'll work with
