IT and cybersecurity that hold up under audit.
Advisors, broker-dealers, accountants, and consulting firms run on confidential data. We deliver managed IT, identity, and security operations that protect that data and produce the evidence regulators ask for.
IT and Cybersecurity for Hawaii Financial Advisors, CPAs, and Professional Services
HI Tech Hui delivers IT and cybersecurity for Hawaii RIAs, broker-dealers, CPAs, and professional services firms. We align engagements to SEC cybersecurity disclosure rule expectations, FINRA Rule 4370 business continuity, and AICPA / SOC 2 control patterns — and we integrate with Schwab Advisor, Fidelity Wealthscape, eMoney, Redtail, and the rest of the advisory tech stack. The result is a documented program that satisfies regulators and produces evidence packets when a custodian or auditor asks.
Where we focus
- SEC cybersecurity disclosure rule readiness for advisors
- Anti-fraud controls against wire and ACH impersonation
- Identity, MFA, and conditional access on Microsoft 365
- Email security and impersonation protection
- Endpoint security for laptops, including travel kits
- Vendor risk reviews (custodians, RIA platforms, tax software)
- Backup and recovery aligned to record-retention rules
- 24/7 SOC monitoring via Cyberuptive
Compliance touchpoints
Different finance and professional services firms answer to different regulators. We support SEC cybersecurity disclosure readiness for advisors, FINRA-style record retention for broker-dealers, IRS-aligned safeguards for tax practices, and SOC 2 readiness for tech-adjacent professional services. See Compliance & Risk for the full framework list.
Why the regulated work matters
Threat actors target finance firms because the payoff is high and the data is concentrated. The defensive answer is unromantic: clean identity, hardened M365, monitored endpoints, tested backups, and an incident response plan people have actually rehearsed. We do that work.
Let’s scope your IT & security plan.
Talk with a Honolulu-based engineer about managed IT, cybersecurity, or a 24/7 SOC handoff. We’ll review your current environment, identify the highest-impact gaps, and outline a clear next step — with no obligation.
