IT Support Built for
Melbourne Financial Services
Accounting firms, financial planners, mortgage brokers and insurers operate in one of Australia's most regulated and security-sensitive environments. BITS delivers the managed IT support, cyber security and compliance expertise your financial services business depends on.
Financial Services IT Is Not One-Size-Fits-All
Financial services businesses face a unique combination of IT challenges: strict regulatory obligations around data handling, high-value client data that is a prime target for cyber criminals, complex software ecosystems spanning accounting, financial planning and compliance platforms, and the need for systems to be available at all times during business hours.
A generic IT provider without financial services experience often misses these nuances, failing to configure systems to meet regulatory requirements, overlooking the security implications of financial data, or being unfamiliar with the platforms your team relies on daily. BITS works with Melbourne accounting firms, financial planning practices, mortgage brokers and insurance businesses who need IT support that understands their world.
Regulatory Compliance
ASIC, AUSTRAC, Privacy Act and AML/CTF obligations require specific technical controls around data access, storage and breach notification.
Client Data Security
Financial client records are among the most targeted data in cyber attacks. Strong identity management, encryption and endpoint protection are non-negotiable.
Complex Software Ecosystem
Financial services businesses run multiple specialised platforms that need to work together reliably, accounting, practice management, CRM and compliance tools.
Business Continuity
Downtime during tax season, end-of-quarter or EOFY is not an option. Your IT provider needs a plan for keeping systems running when it matters most.
We Know the Platforms
Your Business Runs On
BITS has hands-on experience supporting the specialist software used across Melbourne's financial services sector, so your team gets IT support from people who understand your tools, not just your tickets.
Accounting & Bookkeeping
Financial Planning & Advice
Fund & SMSF Administration
Mortgage & Lending
Document & Practice Management
Productivity & Communication
IT Services Designed for Financial Services
Every service BITS delivers is built around the security, compliance and availability requirements of Melbourne's financial services sector.
Managed IT Support
Unlimited help desk, 24/7 monitoring and proactive maintenance for all your devices, servers and cloud platforms, with SLA-backed response times.
Learn MoreCyber Security & Compliance
Layered cyber security with EDR, SIEM, MFA and Essential 8 compliance support, protecting client financial data and meeting regulatory obligations.
Learn MoreCloud & Microsoft 365
Secure Microsoft 365 deployment with compliance features enabled, including DLP, retention policies, conditional access and SharePoint for document management.
Learn MoreBackup & Disaster Recovery
Encrypted, tested backups of all financial records, client files and practice management data, with a documented recovery plan for ransomware or hardware failure.
Learn MoreVoIP Business Phone
Professional cloud-based phone systems for financial services businesses, auto-attendant, call recording for compliance, and mobile-ready for advisers working remotely.
Learn MoreOffice & Network Projects
IT infrastructure for new offices, practice relocations and network upgrades, designed to meet the security and compliance requirements of financial services regulation.
Learn MoreIT Support That Understands Financial Services
BITS works with Melbourne financial services businesses who need more than a generic IT provider. We understand the compliance environment, the software platforms and the security expectations of your clients and regulators.
- Experienced with MYOB, Xero, Iress, Xplan and BGL
- Privacy Act, Essential 8 and financial services compliance support
- Security-first approach, protecting sensitive client financial data
- Local Melbourne team, on-site when you need us
- No lock-in contracts, month-to-month managed IT
Finance IT Support, Common Questions
Yes. BITS supports MYOB, Xero, QuickBooks and most major accounting and bookkeeping platforms used by Melbourne financial services businesses. This includes connectivity troubleshooting, software updates, integration issues and access management, ensuring your team can access these platforms reliably from any device.
We also support adjacent platforms including Handisoft, practice management systems and cloud-based accounting integrations, so your entire technology stack stays connected and functional.
BITS implements a layered security approach specifically designed for financial services: multi-factor authentication on all systems, endpoint detection and response (EDR) on every device, encrypted backups stored in geographically separate locations, conditional access policies that restrict data access to verified devices and locations, and 24/7 security monitoring via our SOC.
We also configure Microsoft 365 with data loss prevention (DLP) policies to prevent sensitive financial information being accidentally shared or exfiltrated, and help clients work toward Essential 8 compliance as required by many financial services regulators.
Yes. BITS helps financial services businesses implement the technical controls required to support ASIC, AUSTRAC and Privacy Act compliance obligations, including access controls, audit logging, breach notification readiness, data retention policies and encryption of client records. We also support businesses working toward Essential 8 compliance, which is increasingly referenced in financial services regulatory guidance.
BITS provides the IT controls and documentation, your compliance adviser or legal team handles the regulatory interpretation and advisory. We work alongside your existing compliance framework, not around it.
Yes. BITS has experience supporting Iress, Xplan, AdviserLogic and similar financial planning and broking platforms, including connectivity, performance, access management, updates and integration with Microsoft 365 and other business systems. We understand that these platforms are business-critical for financial advisers and brokers, and prioritise their stability accordingly.
Absolutely. BITS designs and manages cloud environments for financial services businesses that meet the security and compliance requirements of the industry. This includes Microsoft 365 with compliance features enabled, SharePoint for document management, secure remote access, and Azure cloud infrastructure where needed. We handle the entire migration, from planning and data migration through to staff training and ongoing management.
Melbourne Finance IT Support That Gets It.
Talk to BITS about managed IT, cyber security and compliance for your financial services business.