Compliant, Secure IT for
UP Financial Firms.
Protect client financial data, meet regulatory requirements, and keep your agency or brokerage operating without IT disruptions.
Marquette, MI Based
Serving the UP Since 2008
Cybersecurity Trained
Flat Monthly Rate
GLBAFTC SAFEGUARDSSOC 2NIST CSF
IT Challenges Financial Services Face
If any of these hit close to home, let's talk.
01 //
GLBA & FTC Safeguards
Financial services firms must comply with the Gramm-Leach-Bliley Act and FTC Safeguards Rule. The 2023 updates significantly expanded requirements.
02 //
Client Financial Data at Risk
Insurance agencies and mortgage brokers hold highly sensitive financial and personal data. A breach triggers regulatory investigations and client lawsuits.
03 //
E&O and Cyber Insurance
Errors and omissions and cyber liability insurers now require documented security controls, MFA, and incident response plans.
04 //
Remote Agent Security
Insurance agents and mortgage brokers working from home or client locations need secure remote access to agency management systems.
05 //
Agency Management Software
Applied Epic, Vertafore, Encompass, and other financial services platforms require reliable IT to function and integrate properly.
06 //
Regulatory Examination Readiness
State insurance and financial regulators can examine your IT security controls. Being unprepared is costly.
What GlobalTSS Does for You
Everything IT — one flat monthly rate, one local contact, one less thing to worry about.
01 // SERVICE
GLBA & FTC Safeguards Compliance
Full compliance assessment and remediation for financial services firms. Written information security program, risk assessment, and ongoing monitoring.
02 // SERVICE
Cybersecurity
Endpoint protection, email security, MFA deployment, and dark web monitoring for financial services environments with high-value target data.
03 // SERVICE
Managed IT & Helpdesk
Reliable IT for agency and brokerage staff — fast support that keeps production moving and client service uninterrupted.
04 // SERVICE
Remote Work Security
Secure VPN, conditional access, and device management for agents and brokers working outside the office.
05 // SERVICE
Backup & Business Continuity
Client records, policy data, and financial information backed up with tested recovery. Ransomware won't shut down your business.
06 // SERVICE
Regulatory Documentation
Maintain the security documentation, audit logs, and incident response plans that regulators and insurers require.
Why UP Financial Services Choose GlobalTSS
01 //
Financial Compliance Expertise
GLBA, FTC Safeguards, and state insurance regulations shape what financial services firms need from IT — we help you implement the technical controls they call for.
02 //
Discretion & Confidentiality
Client financial data demands the highest level of discretion. We treat your firm's information with the same care you give your clients.
03 //
Examination Ready
We keep your security documentation current so you are not caught unprepared for a regulatory examination or insurer audit.
Free IT Assessment for Your Financial Services
30 minutes, no obligation. We'll review your setup and give you an honest written summary — yours to keep.
// PRICING
$115/user/mo
CORE PLAN · 5 USER MIN
$149/user/mo
COMPLETE PLAN · ALL-IN
Nonprofit & education: 10% off
On-site: $150/hr billed separately
On-site: $150/hr billed separately
// CONTACT
Protect Your Firm and Your Clients.
Free assessment. No obligation. Let's talk about what's right for your financial services.