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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Outdated infrastructure, siloed vendors, and limited internal IT resources, however, can hinder growth and expose risk.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.
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.
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.
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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.
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2200
+
Clients
500
+
Team Members
9
Locations
97
%
CSAT Score
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
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