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Upgrade to Windows 11 to Avoid Security Risks

EOS for Windows 10 means that Microsoft will no longer provide free software updates, technical assistance, or security fixes for this operating system after October 14, 2025. 

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IT Services

Responsive technical services to support your business and drive growth.

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Leverage our team's deep experience to drive key business outcomes and transform your business.

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Supercharge your productivity and drive collaboration for employees, clients, and vendors.

Infrastructure

High performance cloud and network solutions to accelerate your business.

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INDUSTRIES

Modern IT Solutions for
Financial Services

Secure. Scalable. Strategically Aligned.

 

Sourcepass helps financial institutions modernize operations, mitigate cyber risk, and meet evolving compliance demands—with managed IT services tailored to your industry and growth goals.

 

 

Speak with a Finance IT Specialist

 

The Financial Sector is Evolving.
Is Your Technology Keeping Up?

 

From private equity firms and hedge funds to credit unions and family offices, financial institutions face rising pressure to move faster, protect sensitive data, and stay ahead of regulatory scrutiny.

Outdated infrastructure, siloed vendors, and limited internal IT resources, however, can hinder growth and expose risk.

We understand the unique operational, security, and compliance challenges financial firms face—and we deliver IT solutions built to solve them.

Cybersecurity
Risks

Increasing cyber threats targeting sensitive financial data

Regulatory
Complexity

Heightened requirements from SEC, FINRA, GLBA, SOC 2, and state laws

Legacy
Infrastructure

Inefficient systems slowing business agility

Modern Work Challenges

Growing reliance on remote work and digital collaboration tools

IT Resource
Constraints

Limited internal IT staff and talent availability

Operational
Visibility

Poor insight into support tickets, assets, and compliance posture

Our Solution:
Purpose-Built IT for Financial Institutions

Whether you're a growth-stage fund or a multibillion-dollar firm, Sourcepass helps financial organizations reduce risk, modernize infrastructure, and accelerate innovation.

Cybersecurity & Compliance

 

24/7 threat detection & response (MDR)

Identity and access management, endpoint protection, and MFA

Regulatory alignment with SEC, FINRA, GLBA, HIPAA, PCI-DSS, SOC 2, and more

Infrastructure Modernization

 

Microsoft 365, secure cloud deployments, and remote access tools

Business continuity planning, disaster recovery, and backup

Device lifecycle and asset management across distributed teams

Strategic IT Leadership

 

vCIO services, IT roadmap, and risk mitigation planning

Vendor consolidation and procurement support

Scalable service models (fully managed or co-managed)

Total Visibility with Quest®

Our proprietary platform, Quest™, gives financial leaders a new level of transparency:

 

Live support ticket and project planning

Real-time device, license, and user dashboard

Simple access to service requests, self-help tools, and documentation

Explore Industry-Specific IT Solutions

Each financial sector has its own pace, pressures, and priorities.

That’s why we tailor every engagement to your operational model, risk posture, and compliance needs.

Wealth Management

Investment Banks

Credit Unions

Emerging Managers

Private Equity

Hedge Funds

Family Offices

Venture Capital

Why Financial Institutions
Choose Sourcepass

 

Sourcepass is more than a service provider—we’re your strategic technology partner. We bring enterprise-grade IT, real-time visibility, and world-class service to your fingertips.

>  Cybersecurity-first approach with built-in compliance
>  High-touch onboarding and 24/7 U.S.-based support
>  Scalable pricing and infrastructure to match your growth
>  Transparent operations and automation through Quest®
>  Strategic guidance, not just ticket response

 

Whether you're preparing for launch, scaling with new investors, or optimizing existing operations, Sourcepass helps you protect enterprise value and gain a competitive edge.

ARTICLE

The Path Towards Optimization for Financial Advisory Firm

 

Pallas Capital Advisors, LLC (Pallas) is a leading financial advisory firm dedicated to helping clients preserve and grow their wealth.

 

Read Case Study

 

About Sourcepass

 

Sourcepass is a national Managed Service Provider (MSP) delivering excellent service and strategic guidance, powered by innovation.

We specialize in regulated, high-performance environments—offering financial firms a smarter, more secure, and more transparent IT experience through our proprietary Quest® platform.

Learn more

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A Next Generation IT Experience

Quest® by Sourcepass is a next-generation IT management platform that delivers full transparency, exceptional service, and intelligent automation—all in one place.

With real-time ticket tracking, project updates, and streamlined employee onboarding, Quest® puts you in control of your tech ecosystem from desktop or mobile. It's IT made smarter, faster, and fully aligned with your business.

Learn more

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2200

+

Clients

500

+

Team Members

9

Locations

97

%

CSAT Score

SOC-ISO-Logos2-1  ISO IEC 27001 Badge

 

Dedicated to excellence.

Sourcepass has achieved SOC 2 Type II and ISO 27001 certifications, reflecting our commitment to safeguarding the confidentiality, integrity, and availability of data, environments, and cybersecurity processes for both customers and trusted partners alike.

"Professional, courteous, and very good at making his magic happen. Also, [our IT specialist] doesn't throw IT jargon at me -- which I very much appreciate. Always happy to hear it's him on the other end of the call."

Insights for Financial Leaders

Learn more about how we enable success with our clients, our thoughts on emerging technologies, and how to position your company for growth.

Cloud & Infrastructure Industry - Financial Services Security & Compliance

Digital Transformation in Investment Banking: What IT Leaders ...

By  Julia Nolan    | 19 June 2025
Investment banking is undergoing significant changes, driven by rapid advances in technology, shifting client expectations, and increasing pressure from fintech challengers. For ...
Industry - Financial Services

How Cloud-Based Accounting Software Impacts Your IT Strategy

By  Admin    | 4 June 2025
As the accounting industry embraces digital transformation, cloud-based accounting software is quickly becoming the standard. Whether you're a small CPA firm or part of a large ...
Industry - Financial Services

IT Due Diligence in M&A: What Buyers Often Overlook

By  Admin    | 3 June 2025
In mergers and acquisitions (M&A), thorough due diligence is crucial to ensure a successful transaction. While financial, legal, and operational reviews often take center ...

Let’s Build Your Competitive
Advantage Through IT

Whether you’re launching Fund I, expanding across regions, or upgrading your cybersecurity, Sourcepass is ready to help you scale securely.