Managed IT Support for
Financial Services
As a business leader in a financial firm, you face a constant pressure: to deliver the speed, stability, security, and precision your market demands, while satisfying investor and regulatory scrutiny. Whether you’re a boutique investment bank or a multi-strategy hedge fund, technology that elevates operations, secures sensitive data, and closes regulatory gaps keeps you competitive.
Our business-focused IT support for financial services transform technology from an operational bottleneck, security risk, and compliance burden into a competitive engine. Whether that’s the speed traders need, the precision fund administrators require, or the security deal teams demand, we understand financial firms’ objectives and deliver managed IT support that enables them.
Why Financial Firms Need a Strategic IT Partner
As a financial firm, your IT infrastructure is under more scrutiny than ever: by your investors during due diligence, and your regulator in formal filings. Generic IT support is not designed to address either. Amid this evaluation, firms like yours face distinct pressures that specialist support is designed to address:
Technology is Where Due Diligence Rejections Happen
Institutional allocators are evaluating fund mandates, regulators are examining compliance, or clients are assessing operational maturity, IT gaps are increasingly where deals stall or approvals delay. Firms who can’t produce documented evidence of their technology environment within days lose mandates, approvals, or client confidence.
Your IT Provider is Now in Your Regulator’s File
Under DORA (Digital Operational Resilience Act) and the Financial Conduct Authority’s (FCA) new third-party rules, your service provider’s name, contract terms and resilience testing must enter formal regulatory assessment. Incumbent providers increasingly can’t supply the evidence or contract terms these regulations demand.
Measuring Downtime Correctly
A trading desk cares about market hours and the critical minutes before close. A fund administrator cares about NAV strike. A deal team cares about the night before signing. Generic uptime figures don’t address what disrupts your business.
A Data Leak is a Regulatory Risk
Financial firms must protect different types of confidential information: trading strategies, client data, fund positions, deal flow, portfolio positioning. When accessed by the wrong person or shared externally without authorisation, it’s a regulatory violation. We deploy the security standards needed to mitigate this risk: Zero Trust architecture, encryption, multi-factor authentication, information barriers, and continuous access monitoring.
Enterprise Standards Without Enterprise Resources
A £2 billion asset manager with 40 employees faces the same disaster recovery testing, access governance and incident classification as a firm five times its size.
TDM Group’s business-focused IT services are designed to address each of these pressures directly. We work with financial firms to turn these due diligence barriers, regulatory requirements and operational challenges into competitive advantages.
Evidence on Demand: ODD-ready
Institutional allocators no longer accept a policy document. When they conduct operational due diligence (ODD), they want evidence – from asset inventories and access control records to incident logs and business continuity test dates. Managers who can’t produce this within days lose the mandate.
Don’t let your fund mandate be rejected because of gaps in technology and weak service provider assessment – it will cost you capital. With TDM Group, your IT environment becomes evidence of operational maturity, not a liability to manage around. Here’s how we make the difference.
A documented, evidenced IT environment
Rather than struggling to collate documents when allocators arrive, your technology is built to answer Alternative Investment Management Association (AIMA) due diligence questionnaires and institutional ODD questions directly. We maintain continuous documentation across asset inventories, system configurations, and service delivery standards, so you’re evidence-ready when you need it.
Audit-ready records spanning the full lifecycle
When institutional allocators and investors conduct operational due diligence, they scrutinise your technology environment closely: asset registers, access reviews, business continuity and disaster recovery test evidence. We maintain these IT records as a continuous practice, not a one-time exercise. When the technology section of your ODD arrives, the answer is immediate.
ISO 27001 and ISO 20000 certified service delivery
We are ISO 27001 and ISO 20000 certified – verifiable credentials that independent auditors can confirm. Institutional allocators and investors reviewing your technology use our certifications as proof of both our service quality and the security standards we deploy. These certifications become part of your due diligence evidence.
Support during ODD meetings
When allocators bring in technical specialists to audit your IT environment, our team sits in those conversations. This removes the burden from your leadership team and ensures technical questions are answered by experts who understand the environment and the investor’s concerns.
Ready for Regulatory Inspection
Under DORA and the FCA’s new third-party notification rules, your IT provider is now more than just a vendor. They’re a named entry in your Register of Information – a formal regulatory document that the FCA reviews. The regulation requires audit rights, exit provisions, and evidence of resilience testing.
Financial firms increasingly discover their incumbent provider can’t supply the contract terms or documentation the regulation demands. Here’s how our business-focused IT support delivers regulatory readiness.
Contract terms built
for DORA Article 30
Your regulator will inspect your IT service provider agreement. We supply contract terms that satisfy Article 30 requirements directly: unannounced audit rights, documented exit procedures, and full transparency on any subcontractors we engage. No negotiation, no delays when regulators ask to see your terms.
Documentation ready
for regulatory filing
When you file your Register of Information with the regulator, or map third-party dependencies under the FCA regime, you need structured evidence of who runs your technology, how they operate, and what they’re responsible for. We provide this documentation, formatted and ready for regulatory submission.
IT dependency mapping
that’s maintained
& current
The FCA’s new rules require you to identify the people, processes, technology and third-party dependencies behind each important business service. We work with you to comply with this ongoing governance by mapping these dependencies clearly and maintaining that mapping as your IT environment evolves.
Tailored ICT incident
detection, classification
& reporting timelines
Regulators specify how quickly you must detect, classify and report ICT incidents. Our incident response processes are designed for the demands of financial firms.
Uptime Measured
Against the Moments
That Matter
Generic IT providers measure availability across a calendar month. Financial firms don’t. Your availability requirements are tied to your business calendar, not a standard service level agreement that misses what matters.
For financial firms, downtime is much more than an inconvenience; it costs you capital during market hours, fund rebalancing, and settlement windows – and ultimately reputational risk. By measuring availability against your business cycle rather than calendar months, we align our service delivery to your operational priorities. Here’s how it works.
Support Aligned to Events That Matter
We measure availability by aligning our service levels to trading sessions, fund administrator deadlines, month-end closes, and quarter-end reporting. Your critical moments are protected with priority support and incident escalation.
24/7 Global Support
We cover market hours across your operating regions with dedicated teams, not an out-of-hours answering service that escalates issues the next business day. Critical systems are monitored and supported continuously.
Trading and Market-data Environments Managed for Availability
Infrastructure changes don’t happen during trading sessions, fund processing windows, or deal execution periods. We manage deployment windows, patch cycles and system updates to your operational schedule – keeping critical systems stable when they matter most.
Tested Disaster Recovery With Evidenced RTO and RPO
Recovery time objective (RTO) and recovery point objective (RPO) aren’t theoretical. We conduct regular disaster recovery testing and provide evidence of tested recovery scenarios – documentation you can present during audit and investor due diligence to prove resilience.
Data Leaks Stopped Before They Start
For financial firms, a data leak is a regulatory event. When confidential information – whether deal flow, trading strategies, fund positioning or client data – leaves the security perimeter without authorisation, it’s a breach of insider trading regulations, a violation of regulated information controls, and potentially a breach of your own fiduciary duties.
But information barriers only work if they’re enforced at the system level. We embed robust defences into your technology, ensuring access control that’s auditable and meets regulatory requirements. Here’s how we do it.
Information barriers and need-to-know access
Employees shouldn’t be able to access files without authorisation, regardless of their role or seniority. We implement technical enforcement, not policies that depend on user discipline.
Confidential information access governance
All access to sensitive files – whether deal documents, trading records, client data or fund information – is logged, auditable and reviewable. Who accessed it, when they accessed it, what they downloaded, and when access was revoked. These records are your compliance evidence. They show regulators that access controls are technically enforced, not just policy-dependent.
Dynamic role-based access control
Access permissions synchronise with changing roles and responsibilities. When someone moves between teams, leaves a project, or their role changes, their access updates automatically across SharePoint, Teams, file storage and all connected platforms – ensuring permissions stay current.
Device and identity control
We implement Zero Trust architecture through Microsoft Intune, Microsoft Defender and conditional access, verifying every user, every device and every access request. Even if credentials are compromised, the system blocks access from unexpected devices or locations.
Enterprise-grade IT Without the Overhead
You’re held to the same operational standards as any larger financial firm: disaster recovery testing, access governance, incident classification, compliance obligations. But your IT team is smaller than your regulatory obligations demand.
That creates a gap between what you need to deliver and what your internal team can manage. We provide the IT expertise and capacity you need, without requiring you to build a full internal team.
Build Your IT Function to Match Your Requirements
You select the services that matter most to your business: infrastructure, security, software development, cloud services, and strategic planning. You get the capability of a large technology department, built to your specifications and delivered at a fraction of the cost.
A Dedicated IT Business Manager
You’re assigned a named IT business manager. They help bridge the gap between technology and the business, enabling them to answer two important questions: What can technology offer your business? How does it fit into your environment?
Scale Seamlessly
Whether you’re spinning out a new fund, opening a regional office, or integrating an acquired business, your IT environment scales without disruption. We support flexible infrastructure, cloud adoption, seamless integration of new platforms, and onboarding of acquired entities – all aligned with your business strategy.
How TDM Group Delivers IT Support for Financial Services
Each of our core managed services is designed to address a distinct layer of the financial technology stack. Depending on your size, complexity, and specific requirements, you can implement services individually or combine all four into a comprehensive, coordinated partnership.
Managed IT Services
Fully managed or co-managed IT infrastructure built around the demands of regulated financial firms. We handle Bloomberg terminal management, trading infrastructure, Microsoft 365, hybrid cloud, strategic IT consulting, and 24/7 support, so your team stays focused on work that matters, not the technology.
Cybersecurity Services
A 24/7 Cyber SOC powered by Microsoft Sentinel provides continuous threat monitoring, detection, and incident response. We implement a comprehensive cybersecurity strategy that’s designed to establish a strong security baseline. We guide you through FCA operational resilience obligations, DORA readiness, and security governance, turning compliance into a competitive strength.
Business Intelligence Services
Transform raw financial data into regulatory-ready reports and strategic intelligence. Our solutions deliver fund performance dashboards, portfolio analytics, and management reporting, giving your leadership real-time visibility across the business.
Software Development Services
Purpose-built integrations between your trading systems, market data feeds, and business platforms. From API connections to bespoke internal tools, our development team builds automated processes within the specific constraints and compliance requirements of financial technology.
Client Success Story: Arqaam Capital
TDM Group works in partnership with Arqaam Capital – a specialist emerging markets investment bank. This includes building a resilient, compliant technology infrastructure supporting rapid connectivity to emerging market exchanges for major financial institutions across Europe.
Arqaam Capital’s openness to digital transformation gave TDM Group the scope to act as a genuine technology partner – helping turn their ambition of becoming the leading investment bank in the MENA region into an operational reality.
Client Success Story: ATEO
TDM Group works in partnership with ATEO Finance – a clearing and order management technology provider relied on by the world’s leading banks and trading houses. This includes delivering a secure, resilient hosting infrastructure. This drove the development of a compliant, global service that connects ATEO’s clients to major exchanges, including the CME derivatives feed.
ATEO’s growing demand for a fully hosted, white-labelled service allowed TDM Group to work in partnership with them from both a business and technology perspective. The result: a scalable global hosting environment that’s more than doubled in size
