Built for California Finance

Advisory firms must balance intense regulation and exacting client expectations in California. 7th Di Technologies helps you meet both. We specialize in audit-ready IT, ensuring your data, communication, and reporting systems are in compliance with all the regulations.

Key Benefits

  • Local experts with a thorough understanding of California privacy laws, including CCPA

  • In-depth knowledge of SEC, FINRA, and financial compliance requirements

  • Microsoft 365 compliance enhancements and secure file sharing

  • Comprehensive documentation for regulators and custodians

  • Responsive, personalized support during trading hours

  • Quarterly disaster-recovery tests to prove readiness

  • Secure mobile and remote work solutions for client-facing teams

schedule an appointment today

schedule an appointment

  • Fill in our quick form

  • We’ll schedule an introductory phone call

  • We’ll take the time to listen and plan the next steps

Enter your name and email to get started today.

Our Process Is Straightforward

Baseline

We complete a full network and security check, deploy monitoring tools, and record system details to provide clear visibility and immediate defense across your environment.

Day Thirty

We present well-defined and improved audit findings, a year-long IT budget, and outline the main priorities identified through accurate data and collaboration with your staff.

Day One

We launch with a 60-step onboarding plan that sets structure, promotes consistency, and ensures each device and system in your environment matches our operational standards.

Tech Plan

We launch our full suite of services with a 60-step onboarding plan that sets structure, promotes consistency, and ensures each device and system matches our operational standards.

No fluff, no delays. Just a simple, proven four-step process that keeps everything running smoothly and your audits hassle-free.

Compliance-Driven IT in Sacramento for Advisors

The Results

  • Audit-Ready Confidence – Conforms to SEC, FINRA, and California requirements

  • Dependable Continuity – Backups are tested and verified quarterly

  • Proactive Defense – Threats are neutralized before they impact your business

  • Zero-Noise IT – Systems function seamlessly, allowing your team to focus on clients

  • A Trusted Technology Partner – Support that scales with your growth

What Our Clients Say

They Keep Us Secure and Ahead of Threats

“With previous IT firms, we always felt exposed. 7th Di changed that for us. They’ve provided the peace of mind that we’re safe from both internal and external threats. They’re always recommending smart solutions that help us fill gaps and support our growth. Everyone on their team shows us respect and patience.”

Ready for IT that guarantees audit-readiness and instills customer confidence?

Schedule Your Compliance Consultation: (916) 226-6117

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