BetterIT

BetterIT provides specialized IT and compliance solutions for Tax Accountants and Registered Investment Advisors (RIAs). Founded by Keven Oates, who brings over three decades of experience serving financial professionals, BetterIT emerged from a simple vision: to create an easier path for financial firms to achieve and maintain compliance and security. We handle the complex technical requirements of GLBA and FINRA compliance, allowing Accountants and RIAs to focus on what they do best - serving their clients. With our proactive approach, US-based specialized helpdesk, and comprehensive security monitoring, we transform IT from a source of stress into a competitive advantage for financial firms.