Financial Services – Teqtivity – IT Asset Management Software
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Purpose-Built ITAM for Financial Services

IT Asset Accuracy Drives Financial Control

From compliance deadlines to cybersecurity threats, financial institutions can’t afford blind spots. Teqtivity’s IT asset management platform keeps visibility strong as complexity increases.

Purpose-Built ITAM for Financial Services

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Why More Financial Teams Are Taking ITAM Seriously

From cyber threats to regulatory audits, the pressure is high for teams in financial services. Without full control of your IT assets, you risk data exposure, costly fines, and lost productivity. With Teqtivity, it’s easier to stay compliant, secure, and ready for whatever comes next.

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  • Protect Against Security Risks

    Track every device, eliminate shadow IT, and secure sensitive data with complete audit logs.

  • Stay Compliant Without the Stress

    Meet SOX, GLBA, PCI-DSS, and GDPR standards with detailed audit trails, automated reporting, and legal hold capabilities for high-risk or sensitive assets.

  • Control Costs Without Cutting Corners

    Spot unused assets, prevent duplicate purchases, and forecast spending with real-time utilization data.

  • Simplify Complex Workflows

    Automate asset handoffs, lifecycle alerts, and compliance checklists across departments.

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Turn IT Visibility into Risk Reduction

In financial services, small gaps in asset tracking add up fast. A lost device, a missed legal hold, or an unnecessary purchase can quickly become a real issue.

With the right ITAM system, you can stay ahead of these risks and keep your operations secure, compliant, and efficient.

  • Reduce compliance issues and improve visibility into legal holds

  • Lower risk of breaches from lost, stolen, or untracked devices

  • Minimize downtime with smarter lifecycle and maintenance planning

  • Cut waste from redundant purchases and forgotten assets

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What You Can Do with Teqtivity

  • Meet Security Standards with Confidence

    Track and secure every asset while aligning with ISO 27001, NIST, SOC 2, and GLBA. Monitor encryption, antivirus, and endpoint protections automatically.
  • Make Privacy Compliance Easier to Manage

    Automate workflows for GDPR, CCPA, and GLBA compliance, including data retention, offboarding, and privacy requests.
  • Support Financial Controls with Accurate Asset Data

    Track by cost center, location, or team. Connect IT assets to financial systems for better transparency and audit alignment.
  • Streamline Onboarding and Offboarding

    Assign and reclaim equipment with a few clicks. Avoid delays and asset losses during staff transitions.
  • Keep Systems in Sync

    Integrate with MDM, procurement, helpdesk, HR, and financial tools. Keep asset data connected across your tech stack.
  • Automate Decommissioning and Disposal

    Trigger end-of-life steps with policy rules. Ensure data wipe verification, asset returns, and final disposition are logged.
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Built for SOX, GLBA, and PCI-DSS Compliance

Build and export tailored compliance reports by location, team, asset type, or time period.

1

Audit-Ready by Design

Track every action with a timestamp, location, and user identity. Pull detailed reports in seconds.

2

Enterprise-Grade Data Security

Follow each asset from assignment to disposal with condition reports, handoff notes, and secure data wipes.

3

Enterprise-Grade Data Security

Teqtivity supports SSO, device lockdowns, encryption, and asset-level tracking to reduce breach risks.

4

Custom Reporting for Audit and Oversight

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Give Your Team the Tools to Stay Secure and Compliant

Built for financial teams that need clear records, controlled access, and audit-ready data.

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ITAM That’s Easy to Implement

You don’t need a large IT team to get started. Teqtivity is a user-friendly ITAM platform for financial services, with step-by-step onboarding and support to help you roll out quickly and confidently.

  • Unlimited assets

  • Free integrations included

  • Fast, stress-free implementation

See Every IT Asset, Reduce Every Risk

Designed for the demands of financial IT. Teqtivity keeps your assets accounted for, your data protected, and your teams one step ahead of compliance.

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Frequently Asked Questions

  • Teqtivity is trusted by banks, credit unions, fintech startups, and insurance firms to manage IT assets across locations while meeting strict regulatory requirements like SOX, GLBA, and GDPR. From remote devices to end-of-life disposal, the platform helps reduce risks and improve operational control.

  • Yes. Teqtivity tracks assets, including network and infrastructure equipment, across branches, remote offices, and departments, organizing them by user, team, cost center, or location. You also get automation for transfers, audits, and alerts to reduce manual work and improve accuracy.

  • Teqtivity provides built-in audit trails, policy automation, and chain-of-custody tracking for sensitive assets. You can also store data destruction certificates and flag high-risk devices to stay audit-ready at all times.

  • Yes. Teqtivity integrates with MDMs, HR systems, procurement tools, and financial software to ensure data synchronization and accurate reporting. Our API also makes it easy to integrate with custom platforms.