AssetSonar Financial Services
IT Management Software for Financial Services
IT Asset Control Without Compliance Gaps
AssetSonar gives financial services IT teams a stronger path to audit readiness: a single, defensible record of assets, users, and licenses that enables teams to prove compliance, close offboarding gaps, and stay in control.
Financial IT Teams Can’t Risk Asset Gaps
Offboarding Leaves Access Open
Without asset context, deprovisioning can miss devices, licenses, and app access, leaving systems exposed after an employee’s final day and creating audit gaps.
Audits Expose Missing IT Records
When audits uncover untracked assets, finance IT teams rebuild records, raising the risk of fines, remediation work, and delayed reporting cycles.
Shadow IT Creates Compliance Risk
Every unsanctioned app is a compliance blind spot. Unmanaged software can violate data security and vendor requirements before IT ever knows.
Software Spend Lacks Justification
Without utilization data tied to teams and workflows, IT cannot justify license reclamation or unused seats, or defend renewals to leadership during budget reviews.
Complete IT Visibility for Financial Services IT
Hardware Asset Management
Software Asset Management
IT Service Management
Patch Management
Workflow Automation
Mobile IT Management
Hardware Asset Management
Track Financial Hardware Across Its Lifecycle
Track endpoints, peripherals, banking terminals, trading workstations, employee laptops, and network equipment across their full lifecycle. AssetSonar ties each device to an owner, location, custody history, PO, warranty, and status, giving finance IT teams audit-ready records without spreadsheets, manual reconciliation, or last-minute record reconstruction.
Software Asset Management
License Compliance Without the Manual Audit
Automatically discover installed applications across your environment, including shadow IT. AssetSonar surfaces unused seats, flags unlicensed installations, and ties software records to devices, users, and renewal dates, helping financial services IT teams reduce waste and maintain defensible compliance before costly audits or renewals expose the gap.
IT Service Management
Resolve Tickets With Complete Asset Context
Give agents the asset and user context behind every request. AssetSonar shows device history, assigned software, open tickets, ownership, and compliance status inside the ticket, so financial services IT teams can resolve access issues, hardware incidents, and audit-linked requests faster without switching tools or rebuilding context under pressure.
Patch Management
Patch Every Endpoint Before Audits
Patch endpoints across your fleet from one console and prove completion when auditors ask. AssetSonar helps financial services IT teams schedule, deploy, and verify updates across regulated devices, then records patch status by asset, owner, and user so teams can reduce exposure, meet version requirements, and avoid chasing screenshots before reviews.
Workflow Automation
Automate Compliance-Critical IT Workflows
Trigger onboarding, offboarding, and access revocation workflows when employee status changes in connected HR or directory systems. AssetSonar maps every device, license, app, and access point associated with a financial services employee, then coordinates their removal in a single flow so IT can reduce manual errors and maintain a defensible compliance record.
Mobile IT Management
Full Asset Visibility Across All Locations
The AssetSonar mobile app lets teams track, audit, and manage hardware and software assets from anywhere using QR and barcode scanning. Whether you are onboarding a new hire, processing an offboarding, or conducting a floor audit, every action is logged and synced to your central asset register so your data is always audit-ready.
IT Workflows Built for Financial Services IT
Automated Offboarding
Complete Offboarding in One Flow
Audit Records
Asset Records Ready for Every Audit
Shadow IT Detection
Surface Shadow IT Before the Regulator Does
Unified IT Records
Unlimited Agents. One Source of IT Truth.
With AssetSonar, IT, procurement, finance, and security teams can work from the same asset, software, and audit records. Per-asset pricing lets financial services teams extend that visibility without buying extra agent seats or managing seat counts during audit and budget cycles. Each team gets the visibility it needs to support compliance, strengthen coverage, and avoid seat-count planning during audits or budget cycles.
Close Financial Services IT Gaps With AssetSonar
Proven by IT Teams in Financial Services
30%
Savings on Software Licenses
20%
Faster Ticket Resolution
95%
Automated Discovery
Opportunity Bank of Montana Strengthens IT Asset Control
Customer Testimonials
Frequently Asked Questions
SOX requires documented internal controls over every IT asset that touches financial data, including hardware, software, and access rights. AssetSonar maintains a continuously updated asset register with full custody history, role-based access controls, and timestamped audit trails, so you can demonstrate to auditors exactly who had access to what, when, without reconstructing records from scratch.
Yes. AssetSonar generates audit-ready compliance reports and tracks software usage against SOC 2 controls. Its patch management capability produces time-stamped remediation records, and its access control logs satisfy SOC 2’s requirements around security, availability, and change management.
AssetSonar’s continuous asset discovery, software lifecycle tracking, and role-based permissions align directly with ISO 27001’s Annex A controls. For GDPR, it surfaces which software has access to sensitive data, flags unauthorized tools, and supports deprovisioning workflows when employees leave, reducing the risk of data exposure through stale access. Financial services IT teams can avoid shadow IT, expedite their offboarding workflows while remaining compliant, and reduce cyber security risks.
It continuously compares active software installations against license entitlements. Any deviation, including an unlicensed install, a blacklisted app, or an over-allocated seat, is flagged automatically, giving IT time to remediate before it surfaces in an audit.
When an employee is offboarded, AssetSonar can automatically surface all assets assigned to them, such as hardware, software licenses, and SaaS tools, and trigger deprovisioning workflows to reclaim access and reallocate licenses. This removes the manual chase and closes the access gap that SOX and SOC 2 auditors look for.
Yes. It tracks contract and renewal dates across your software estate and sends automated alerts 60–90 days in advance, giving financial services IT teams time to assess utilization data before committing to a renewal or renegotiating terms.
AssetSonar integrates with MDM platforms like Jamf and Intune, identity providers via SAML SSO, and service desks like Zendesk and Jira. This allows IT to automate asset provisioning and access assignment as part of a connected onboarding workflow, without manually syncing data across systems.
AssetSonar’s CMDB maps dependencies between assets, users, and software, so when a security incident occurs, IT can quickly identify which devices and users were exposed, what software was running on them, and who had access, reducing investigation time and supporting the evidence requirements of breach response under GDPR and SOC 2.
