IT Support for Financial Services in Overland Park, KS

Protect Sensitive Financial Data & Ensure SEC Compliance With Expert IT Solutions Tailored For Wealth Managers & Financial Advisors.

Pendello Solutions provides specialized IT support and cybersecurity for financial service firms in Overland Park, KS, ensuring compliance with SEC regulations and protection of sensitive financial data.

Wealth managers, investment advisors, and financial planners trust us to keep their client information secure and accessible while preventing cyber threats.

Our managed IT services include 24/7 monitoring, data backup, and disaster recovery to eliminate downtime and keep financial firms running efficiently. Unlike generic IT providers, Pendello offers compliance-driven solutions tailored to the financial industry, helping businesses navigate evolving regulations with confidence.

With a 98.99% client satisfaction rate, firms like Prosperity Planning have benefited from our proactive cybersecurity strategies, seamless office transitions, and scalable IT solutions that grow with their business. Secure your firm’s IT infrastructure with a trusted local partner in Overland Park.

Serving Financial Firms Since 2011

98.99% Client Satisfaction Rate

SEC Compliance Expertise

Serving Financial Firms Since 2011 ✔ 98.99% Client Satisfaction Rate ✔ SEC Compliance Expertise ✔

Pendello Solutions provides specialized IT support and cybersecurity services tailored for financial service firms in Overland Park, KS.

We understand the unique technology challenges faced by wealth managers, financial planners, and investment firms, including the need for SEC compliance, data security, and seamless IT performance. Our managed IT services ensure that financial institutions can operate efficiently while protecting sensitive client data from cyber threats.

Our process begins with a comprehensive IT assessment, identifying vulnerabilities, compliance gaps, and infrastructure inefficiencies. From there, we implement customized security protocols, cloud-based solutions, and 24/7 monitoring to safeguard financial data. We provide proactive IT support, ensuring real-time issue resolution and minimal downtime. As financial firms scale, we help them navigate technology upgrades, hybrid work environments, and regulatory changes with ease.

Clients who partner with Pendello benefit from a fully managed IT solution designed to reduce risk, enhance efficiency, and ensure compliance. Financial firms gain peace of mind knowing their IT infrastructure is secure, allowing them to focus on their core business. Our proven track record with firms like Prosperity Planning showcases our ability to provide reliable, SEC-compliant IT services that support long-term growth. 

For financial professionals in Overland Park and the Kansas City metro area, Pendello Solutions is the trusted IT partner that ensures operational continuity, cybersecurity excellence, and regulatory compliance. Whether you need secure cloud solutions, seamless office IT transitions, or ongoing compliance monitoring, our team delivers tailored solutions that keep your firm ahead of IT challenges.

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Key Benefits

  • The financial industry is embracing hybrid work models, requiring secure remote access, cloud-based collaboration, and protected client data. Pendello helps firms implement scalable hybrid work solutions with encrypted VPNs, multi-factor authentication, and cloud integration.

    For financial firms in Overland Park, remote security is a priority. Our hybrid IT solutions ensure that advisors can securely access financial data from anywhere, reducing risks associated with remote work. With Pendello’s support, financial firms enhance flexibility, strengthen security, and optimize collaboration, making hybrid work seamless and efficient.

  • As financial firms grow, their technology needs evolve. Pendello provides scalable IT solutions, ensuring that expanding firms have the infrastructure, security, and support needed to meet future demands.

    In the rapidly growing Overland Park financial market, firms must stay ahead of technology advancements, cybersecurity risks, and regulatory updates. Our strategic IT consulting ensures that firms can adapt and scale their operations without IT limitations.

    With Pendello, financial firms can future-proof their IT environment, reducing technology risks while supporting business expansion and client service growth.

  • Financial firms need cost-effective IT solutions without unexpected expenses. Pendello offers flat-rate, fully managed IT services, eliminating surprise costs while ensuring continuous IT optimization.

    For financial advisors in Overland Park, outsourcing IT management reduces overhead while delivering enterprise-level cybersecurity, compliance support, and technology management. With Pendello’s predictable pricing model, financial firms gain top-tier IT support at a fraction of the cost, improving operational efficiency while staying within budget.

  • Financial firms handle vast amounts of private client information, making them prime targets for cyberattacks. Pendello Solutions provides advanced cybersecurity protocols, including continuous threat monitoring, risk assessments, and incident response, ensuring that client data remains protected.

    In Overland Park’s financial sector, SEC compliance is critical. We implement best-in-class encryption, secure cloud storage, and multi-layered authentication to safeguard sensitive data. Our expertise in SEC and FINRA regulations ensures that your IT infrastructure aligns with compliance mandates, reducing the risk of regulatory fines.

    By partnering with Pendello, financial firms eliminate security gaps that could lead to data breaches, financial fraud, or compliance violations. Our proactive security measures keep firms resilient against cyber threats, ensuring business continuity and client trust.

  • Navigating SEC and FINRA compliance requirements can be overwhelming, especially as regulations evolve. Pendello Solutions provides real-time compliance monitoring, IT risk assessments, and secure data management, ensuring that financial firms meet regulatory obligations.

    For Overland Park-based wealth management firms, staying ahead of audits and data protection laws is essential. Our automated compliance tracking helps businesses maintain accurate IT documentation, secure client records, and seamless audit readiness. With Pendello’s compliance-driven IT solutions, financial firms avoid regulatory penalties, maintain client trust, and operate within SEC guidelines. Our ongoing support and compliance expertise keep businesses ahead of industry changes, ensuring long-term success and security.

  • Downtime can be costly for financial firms, impacting client communication, investment transactions, and data access. Pendello provides 24/7 IT support, ensuring that technical issues are resolved quickly and firms experience uninterrupted operations.

    Overland Park’s financial advisors rely on fast, local IT support to prevent disruptions. Our team delivers real-time troubleshooting, ensuring that technology runs smoothly across offices, remote teams, and client portals. With our one-call resolution promise, firms receive rapid support without unnecessary delays. With Pendello’s managed IT services, financial firms benefit from faster response times, improved system reliability, and increased operational efficiency, allowing them to focus on serving clients without IT setbacks.

"Pendello clearly understands the cybersecurity needs of a firm like ours who holds sensitive and private client information. Having them as a strategic partner is going to be key to our future growth. They take cybersecurity responsibilities off our plate, allowing us to focus on serving our clients and growing our business.”

- Jessica H.

Our Services

Cybersecurity for Financial Firms

Protecting client data is critical in the financial industry. Pendello offers cybersecurity solutions including risk assessments, compliance audits, and multi-layered security measures to safeguard financial firms from cyber threats. We ensure SEC compliance while enhancing operational security.

Managed IT Services for Financial Advisors

Pendello provides proactive IT support tailored for financial firms in Overland Park. With 24/7 monitoring, cloud solutions, and disaster recovery, we ensure your firm operates smoothly without IT disruptions. Our services are designed to meet the unique needs of financial planners, wealth managers, and investment firms.

Cloud Solutions for Financial Practices

Our secure cloud-based solutions enable financial firms to work efficiently in hybrid environments. We streamline remote access, improve data security, and optimize collaboration tools, ensuring seamless operations whether in-office or remote.

IT Compliance Consulting

Regulatory compliance is crucial for financial firms. Our IT compliance services help financial institutions in Overland Park navigate SEC, FINRA, and other regulatory requirements with security audits, compliance risk assessments, and proactive data protection strategies.

Our Process

1. Initial Assessment

We begin with a thorough evaluation of your firm’s IT infrastructure, identifying vulnerabilities and opportunities for optimization. This includes security audits, compliance checks, and an in-depth analysis of your current systems.

2. Customized Solution Design

Based on our assessment, we develop a tailored IT strategy aligned with your business goals. Whether it’s upgrading security, enhancing compliance, or implementing cloud solutions, our plan ensures long-term success.

3. Implementation & Integration

Our team deploys necessary upgrades and security enhancements with minimal disruption to daily operations. We provide in-person and remote onboarding to ensure a smooth transition for your team.

4. Ongoing Management & Optimization

Pendello offers continuous IT support, system monitoring, and proactive maintenance. Our real-time troubleshooting and compliance tracking keep financial firms secure and fully operational.

Our Approach

At Pendello Solutions, we believe that IT support for financial firms should go beyond troubleshooting—it should be a proactive strategy for security, efficiency, and growth.

Our approach is built around compliance-driven cybersecurity, seamless technology integration, and responsive local support, ensuring financial advisors, wealth managers, and investment firms in Overland Park, KS, can operate with confidence.

With the ever-changing landscape of SEC regulations and cybersecurity threats, we provide future-proof IT solutions that safeguard sensitive client data while optimizing business operations.

Our methodology starts with a comprehensive IT risk assessment, analyzing existing vulnerabilities, compliance gaps, and operational inefficiencies. We then implement tailored security protocols, leveraging advanced threat detection, data encryption, and multi-factor authentication to prevent breaches. Our managed IT services include 24/7 monitoring, rapid incident response, and cloud-based solutions to ensure financial professionals can securely access data from any location. Unlike generic IT providers, Pendello specializes in financial industry regulations, ensuring firms stay compliant with SEC, FINRA, and other governing bodies.

In Overland Park and the greater Kansas City area, financial firms face unique challenges, including hybrid work transitions, increasing regulatory scrutiny, and evolving cybersecurity risks. Pendello’s local expertise ensures that financial professionals receive personalized, hands-on IT support with a deep understanding of regional compliance needs and technology standards. Whether a firm is expanding, transitioning to hybrid work, or strengthening its cybersecurity posture, our strategic IT solutions scale with its needs, delivering reliable protection and business continuity.

Frequently Asked Questions

Pendello Solutions has been a trusted IT partner for financial services firms in Olathe and the surrounding areas since 2011. With expertise in cybersecurity, SEC compliance, and cloud solutions, we help financial firms streamline operations while protecting client data.

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  • Our compliance-driven IT solutions include regular security audits, risk assessments, and SEC-aligned cybersecurity protocols to ensure financial firms meet all regulatory requirements. We stay up to date with evolving compliance mandates, protecting firms from potential fines and data breaches.

  • Unlike general IT firms, Pendello specializes in financial services IT support, offering industry-specific cybersecurity, compliance monitoring, and strategic IT planning. We have a 98.99% client satisfaction rate, helping Overland Park firms navigate SEC and FINRA regulations with confidence.

  • Yes, we offer secure cloud solutions, remote access security, and hybrid work IT support tailored for financial professionals. Our solutions allow firms to operate seamlessly across in-office and remote environments without compromising security.

  • We provide 24/7 IT monitoring and immediate troubleshooting. Our one-call resolution promise ensures that most issues are resolved on the first contact, minimizing downtime for financial firms.

  • Absolutely. We handle seamless IT transitions, ensuring that financial firms experience minimal downtime when moving offices or upgrading systems. Our expertise in network setup, cloud migrations, and compliance transitions makes relocating stress-free.

Ensure Compliance, Protect Sensitive Data, & Streamline Operations With Expert IT Support Tailored For Financial Professionals.

Secure IT Solutions for Financial Firms in Overland Park

Schedule A Consultation