PTE TrustLine IT – For Financial Professionals
PTE TrustLine IT is a security-first support offering designed specifically for financial professionals who handle sensitive client data and operate under strict regulatory expectations. This plan delivers documented security controls, compliance support, and trusted local IT expertise—without committing to a full managed services model.
Built for Financial Firms
Ideal for:
- CPAs and accounting firms
- Financial advisors and wealth managers
- Insurance agencies
- Firms subject to GLBA, SEC, WISP, PCI, HIPAA or FINRA guidance
- Bookkeepers
What’s Included
- PTE CLIR – Cyber Liability & Incident Readiness
- Annual vulnerability scan
- Annual external penetration test
- Ongoing compliance management and advisory support
- Reactive IT support with bankable monthly hours
- Preferred Time & Materials rate on any overages
Support Model
TrustLine IT provides reactive support with bankable hours:
- Hours accrue monthly
- Hours can be used for support, remediation, or advisory work
- Hours bank up to your contract renewal
- Overages billed at a preferred rate
Security, compliance, and support—designed for professionals where trust matters.