Sensible Financial is a fiduciary wealth management firm helping individuals and families plan for long-term success. With strict FINRA compliance requirements and a growing team of advisors, they needed an IT partner to secure client data, support daily operations, and streamline documentation.
Provide a secure, auditable technology environment that aligns with FINRA expectations, reduces risk exposure, and supports a modern, remote-friendly workflow.
We replaced outdated tools with a compliance-focused tech stack that gives Sensible Financial the security, performance, and visibility their firm needed.
Centralized identity and data security with conditional access, MFA, and DLP policies.
Enabled full disk encryption (BitLocker) and threat detection on all devices.
Implemented backups with long-term retention for regulatory compliance.
Delivered a formal WISP and SOPs to satisfy FINRA documentation needs.
Provided responsive support and structured onboarding/offboarding for advisors.
BMIT took us from a vulnerable, outdated setup to a secure and fully compliant environment. Their team understands the financial services world and built us a foundation that will scale with confidence.
– Nancy
We handle the infrastructure, helpdesk, and security — Boston businesses rely on us so they never have to think about IT again.