We support the accounts, devices, shared documents, and communications tools used by investment banking and advisory firms. We help your deal teams share documents, manage required records, and resolve everyday software problems.
A deal can involve employees, clients, lawyers, and other advisers. We set up permissions, review external sharing, and update access when the team changes.
We work with the firm’s approved approach to material nonpublic information, or MNPI. The review covers where documents live, who can reach them, and how access decisions are recorded.
We administer Microsoft 365 accounts and review Entra ID sign-in controls, multifactor authentication, and Intune device settings where these are in use. Our team helps staff with account recovery, email, shared files, and remote working.
We review Teams and SharePoint membership, guest access, and sharing settings. For a virtual data room, we work within your chosen provider’s features and permissions. We can manage user access, review activity records, and close the data room when a deal ends.
We map the communications and documents your compliance team identifies to the systems that retain them. We can configure Microsoft Purview retention, review your existing archive, test record retrieval, and preserve records when employees leave.
We investigate sign-in, installation, Office-version, and connectivity problems affecting licensed applications. For CRM, market-data tools, and Excel add-ins, we coordinate with the software provider when a fault involves its service or permissions.
SEC Rule 17a-4 and FINRA recordkeeping requirements need a defined approach for the records in scope. A shared folder or an ordinary backup does not establish that the firm has met those requirements.
Microsoft’s regulatory guidance describes supported preservation and audit-trail approaches. We review the required services, licenses, configuration, and retrieval process with your compliance team before changes are approved.
Identify email, chat, files, and other approved channels. Confirm what is captured and where a separate archive or provider is involved.
Review sensitive workspaces and who can share their contents. Where appropriate, assess Microsoft Purview information barriers against the firm’s approved separation requirements.
Test how authorized staff locate and export the required records. Plan for staff departures, Microsoft 365 migrations, and records that must still be preserved.
Tell us the application, licensed version, and fault. We can assess workstation, Office, identity, and connection issues, then define the work with you and the vendor. Data entitlements and specialist product faults remain with the relevant provider.
We compare your sharing, activity-record, download-control, and transaction requirements with the available features. The choice depends on the work and your advisers’ requirements. We do not treat the two products as interchangeable.
Yes. Our post-merger IT integration service covers identity, email, files, and support transitions. Retention, access, licenses, and recovery arrangements form part of the migration plan.
Access, customer information, records, and recovery arrangements.
Review software, infrastructure, dependencies, and handover requirements.
Plan identity, email, files, applications, and ongoing support.
Name the collaboration tools, applications, and access or records problems. An engineer will respond within one business day.
Describe the work here. We arrange confidential document sharing and technical access separately.
A 30-minute conversation with an engineer about what you need and next steps.
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