In-house IT management can leave financial institutions struggling to stay up-to-date with the constant changes within the information technology industry. This struggle often leads to a redirection of time and money from the firm. Outsourcing IT services to Perez Technology Group frees up valuable resources and gives financial firms a leg up on the competition. By using a managed IT services provider, financial institutions can improve:

– Data protection and security
– Operational efficiency
– IT costs
– Disaster recovery

Perez Technology Group employs specialized IT solutions to streamline firm operations and reduce management costs. We utilize industry best practices and provide access state-of-the-art technology. When you outsource IT services to our team of certified professionals, we analyze industry standards and requirements to develop an IT strategy specifically designed to meet the needs of your firm.

  • "Carlos is a dedicated and committed professional who goes above and beyond expectations. As our company has grown, and with increased cybersecurity threats, we decided to seek professional assistance with our company computing. Carlos' background with Microsoft as well as his demeanor and ability to simplify technical terms encouraged us to contract with him. We have not been disappointed. He took the time to learn our business and make suggestions within the backdrop of the financial services industry. He worked in collaboration with our team members as well as other vendors to ensure efficiency and optimization of our system. He is very responsive to our needs as they arise and continuously seeks improving and enhancing our operational efficiencies through technology. He has helped us improve our technology via software and hardware consulting. I highly recommend Carlos as a technology consultant that will add immediate value to an organization, especially in an industry that requires a high level of data security and strong client workflow systems."

    Paul Roldan - Principal | Chief Executive Officer
    Paul Roldan - Principal | Chief Executive Officer Allgen Financial Advisors, Inc.


Choosing a reputable IT managed services provider for your financial firm can be daunting. With Perez Technology Group you receive specialized services backed by years of IT experience within the financial industry. We offer managed IT services and cloud solutions for:

– Investment Firms
– Financial Advising Firms
– Private equity funds
– Investment management firms

We handle all the intricacies of information technology so you don’t have to. Our financial expertise combined with our modern solutions allow us to successfully manage your IT needs while you to focus all of your attention on your clients.

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