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
20+ Years Experience
Cybersecurity Certified
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 — I know what financial services firms need to stay compliant.
02 //
Discretion & Confidentiality
Client financial data demands the highest level of discretion. I treat your firm's information with the same care you give your clients.
03 //
Examination Ready
I keep your security documentation current so you're never caught unprepared for a regulatory examination or insurer audit.
Free IT Assessment for Your Financial Services
30 minutes, no obligation. I'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.