Financial planners, mortgage brokers, and insurance professionals operate under some of the strictest regulatory requirements in Australia. Your IT infrastructure needs to match. Xen IT delivers ASIC and APRA-aware IT management for financial services businesses.
Regulatory complexity, cyber risk, and client trust demands make financial services IT uniquely demanding.
Your AFSL obligations include record-keeping, client file security, and data breach notification requirements. We build and document the IT controls that demonstrate compliance.
Superannuation details, investment portfolios, insurance policies, and personal financial information — all prime targets. Our multi-layer security ensures this data stays protected.
BT Wrap, HUB24, Netwealth, Xplan — we ensure your planning and platform software integrates securely and performs reliably for client-facing and back-office use.
Insurers increasingly require specific cybersecurity controls (MFA, EDR, backup). We implement and document these controls to support your cyber insurance applications.
ASIC and ATO requirements for financial advice record keeping are strict. We implement compliant document management with the retention, audit trails, and access controls you need.
Advisers meeting clients at homes, offices, or remotely need secure access to systems from anywhere. We make this seamless and secure.
We work with financial planners, mortgage brokers, and insurance professionals who understand that their licensing obligations have direct IT implications — and that getting it wrong has serious consequences.
Xplan, BT Wrap, HUB24, Netwealth support
Expert support for your financial advice and platform software
AFSL compliance documentation support
IT security policies and evidence for your compliance obligations
Multi-factor authentication across all systems
MFA on every platform — required by most insurers and recommended by ASIC
Compliant data retention & record keeping
Document management with audit trails that meet your regulatory obligations
We understand compliance
We know what ASIC, APRA, and your PI insurer expect from your IT controls.
Proactive, not reactive
We fix problems before they impact your client meetings or regulatory deadlines.
Predictable fixed pricing
One flat monthly fee. No surprise bills, ever. Budget certainty you can plan around.
Is your IT ready for your next compliance audit?
Get a free IT assessment and find out where you stand.
