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Gain a competitive edge with modern cloud solutions

The ever-accelerating pace of the financial services industry means institutions need advanced technology to stay competitive. Leveraging powerful solutions like Microsoft 365 and Microsoft Teams, firms can enable remote teamwork and innovation, protect key data assets, and adjust business operations to comply with increasingly complex compliance requirements.

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A Better Return on Your Investment

1 Maximize IT Spending
Maximize IT Spending

AvePoint's Confidence platform is the most advanced platform for SaaS and data management. Get more value out of your cloud investment by having flexibility, control, and confidence in your M365 service delivery.

2 Protect Data Assets
Protect Data Assets

Comply with regulatory requirements for data protection and retention. Meanwhile, rest easy knowing that automatic backup and unlimited storage and retention allow you to bounce back fast from user errors, ransomware, and more.

3 Drive MA Success
Drive M&A Success 

Deals are disruptive, no doubt about it. Partner with AvePoint to reduce time to value and get users back to work faster with rapid digital collaboration after a merger, acquisition, or divestiture.

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Prevent. Protect. Profit.

A technology portfolio with guaranteed gains

You don’t need to sacrifice your bottom line or organizational security to achieve secure, productive collaboration and workflows. AvePoint’s suite of solutions safeguard your business-critical data, increase operational agility, and eliminate IT burden while maximizing your IT investment.

Consolidate services

Reduce costs and avoid sprawl by moving or consolidating your data from cloud-hosted or on-prem mail, files, and collaboration systems.

Empower collaboration

Enable users to communicate and collaborate securely with robust controls, reporting, and automation for Microsoft 365.

Prevent oversharing

Create automated policies to prevent oversharing of sensitive client data and confidential enterprise documents.

Delegate administration

Avoid IT bottlenecks by administering reporting, configuration, content management, and permission management at the local level - no need to provide access across the entire tenant.

Protect your data

Protect complex information management systems from the whims of internal and external threats with automated data backup and granular restores.

Enhance lifecycle management

Ensure collaboration workspaces and their critical data are properly managed from creation through classification and end-of-life, with automated governance and disposition.

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Drive value & decrease transformation risk

Feel confident capitalizing on today’s red-hot M&A market

Mergers & acquisitions flourished in 2021, with the global M&A market hitting record highs and a total value of $5.9 trillion. AvePoint has the migration and SaaS management tools you need to complete your deal lifecycle, and our suite of migration, backup, and security solutions can accelerate your transformation as soon as the deal is closed. We know you have a short time to achieve cost savings and system consolidations, and we can help.



of companies use digital tools as part of the M&A process


total M&A market value in 2021


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Our Financial Services Solutions


Easily find and prioritize security exposure across Microsoft 365. Understand where guest users have access, and what sensitive business data may be overshared.

M365 Permissions & Sharing


Discover content across your cloud and on-prem sources. Then, built-in best practices guide you to optimize your project and prevent data loss during your migration.

Cloud Migration

Cloud Governance

Implement an extensible Office 365 governance strategy that empowers users, is easy to maintain and scales as your organization adopts to the cloud.

Information Lifecycle Management


Simplify your users collaboration experience. Provide them with a one-stop-shop to all their Teams, Groups, Sites, and Communities, directly from Microsoft Teams.

A Streamlined Teams Experience

Cloud Management

Automate control of security, configurations, and content, and then replicate changes in real time. Get insight into environments with customized reports.

Office 365 Administration

Cloud Backup

Protect your data against ransomware or permissions fiascos, restoring items with full fidelity and recovery using our warranty-backed solution. With platform level protection and granular restore, meet SLAs with ease.

Resilience & Recovery