IT Support for Wealth Mangement Firms

Partner with us and give your wealth management firm the IT support it deserves. Let us worry about the tech, while you focus on providing top-tier financial services. After all, managing wealth should never mean managing IT headaches.

What does a managed IT service provider do?

A managed IT service provider, or MSP, is a technology company that a business can hire to manage its IT, typically on a proactive basis and under a subscription model.

Our IT Services For Wealth Management Firms

We understand the intricacies of your industry, the confidential nature of your data, and the necessity for seamless, uninterrupted operations. That’s why our IT support goes beyond simple tech assistance. We provide comprehensive IT services, from robust cybersecurity measures to secure your invaluable data, to proactive system maintenance that ensures your operations never skip a beat.

Help desk support

Our professional help desk team is available when you have a support request. They troubleshoot issues and offer guidance when you need it most. We aim to resolve your concerns quickly and efficiently to minimize disruptions to your operations.

Onsite support

If an issue can’t be resolved remotely, our expert technicians will be on site to provide prompt onsite support. Whether you need hardware installation, network setup, or emergency repairs, our team is ready to assist you at your location.

Network monitoring

We provide constant monitoring of your network to identify potential issues before they escalate. This proactive approach helps ensure uninterrupted service and maximum uptime for your business.

Cyber security

In an era of escalating cyber threats, we offer robust cyber security solutions to protect your business. Our services include threat detection, intrusion prevention, disaster recovery, and employee training to ensure your most sensitive data remains secure.

Cloud backups

We offer reliable cloud data backup services to safeguard your important business data. With our cloud solutions, you can access, restore, or backup your data anytime, anywhere, ensuring business continuity even in the event of a disaster.

IT consulting

Our IT consulting services are designed to help you make informed decisions about your technology needs. We provide expert advice on IT strategy, infrastructure, security, cloud computing and more, all tailored to support your business goals.

Remote monitoring and management (RMM)

Our RMM services allow us to manage and monitor your IT systems remotely. This ensures issues can be identified and resolved promptly, often before you’re even aware there’s a problem.

Hardware procurement

Need new hardware but unsure what to buy? We offer hardware procurement services, providing advice on the best equipment to meet your needs, sourcing the products, and ensuring they’re correctly installed and configured.

Server management

Our comprehensive server management services ensure your servers remain secure, updated, and running smoothly. This includes regular maintenance, updates, backups, and troubleshooting.

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Why choose us to support your wealth management firm's technology?

Our commitment to delivering exceptional service and our deep understanding of technology trends sets us apart from other managed service providers. Our team leverages years of experience and technical expertise to provide customized technology solutions that align with your firm’s goals. We pride ourselves on our proactive approach and commitment to client satisfaction.

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Benefits of Managed IT Services for Wealth Management

Female business financial advisor consulting a client

Enhanced Cybersecurity: Managed IT services can significantly strengthen a wealth management firm’s defense against cyber threats, providing advanced solutions like encryption, firewall management, intrusion detection, and regular vulnerability assessments.

Regulatory Compliance: IT service providers with experience in the finance sector can ensure a firm’s technology infrastructure complies with industry regulations, such as GDPR, SOX, or PCI-DSS, reducing the risk of non-compliance penalties.

Reliable IT Infrastructure: Managed IT services ensure continuous monitoring and maintenance of a firm’s IT infrastructure, leading to decreased downtime and more reliable performance.

Data Backup and Disaster Recovery: Managed IT services usually include regular data backups and robust disaster recovery plans, ensuring business continuity even in the event of a data loss incident.

Cost-Effectiveness: Outsourcing IT services can lead to cost savings, as it eliminates the need for in-house IT staff and infrastructure.

Strategic IT Planning: Managed IT service providers can help wealth management firms with strategic IT consulting, ensuring their IT capabilities align with their business objectives and future growth plans.

What to look for when choosing an IT support solution for your wealth management firm

When selecting a managed IT service provider to work with, there are several key factors to consider to ensure that you are choosing the right partner for your business.

Financial advisors working at meeting
Certifications and Training Program

Certifications and Training

Look for MSPs whose staff hold certifications in the technologies they support. These could include certifications from vendors like Microsoft, Cisco, and CompTIA. This demonstrates a commitment to maintaining their skills and knowledge.

Scaling Your Business


Choose an MSP that can grow with your business. They should be able to adapt their services as your needs change, whether that means adding more users, supporting new technologies, or expanding to new locations.

Full Range of Computer Support Services

Range of Support Services

Make sure the MSP offers a full range of computer support services that cover your business's needs. This might include help desk support, network monitoring, cybersecurity, cloud services, backup and recovery, and IT consulting.

Good Customer Service

Customer Service

Good customer service is crucial. Your MSP should respond quickly to your inquiries, explain things in terms you understand, and take the time to understand your business and its specific needs.

Navigating References and Reviews

References and Reviews

Ask for references from the MSP's current clients who are similar in size to your business or in the same industry. You can also check online reviews and ratings to get an idea of what other clients think of the MSP.

Protect Your Data and IT Systems

Security and Compliance

Your MSP should demonstrate strong security measures to protect your data and IT systems. If your business is subject to any regulations (such as HIPAA for healthcare or PCI DSS for credit card processing), make sure the MSP is familiar with these and can help you maintain compliance.

Service Level Agreement

Service Level Agreement (SLA)

Review the MSP's SLA carefully. It should clearly define the services they will provide, the standard they will meet regarding service requests, and how they will respond if they fail to meet this standard.

MSP Pricing


Understand how the MSP's pricing works. It should be transparent, with no hidden costs, and offer good value for the services provided.


Our managed IT services cover a wide range of solutions. This includes implementation of cybersecurity software, help desk support, onsite support, data backup and recovery, network monitoring, regulatory compliance, vendor and license management, server management, and more.

We employ a range of advanced cybersecurity measures, including encryption, firewall management, intrusion detection systems, endpoint detection and response, and multi-factor authentication for your Microsoft or Google accounts. Our team stays up-to-date with the latest cybersecurity threats and defenses to ensure your data stays protected.

Our team has a deep understanding of the regulatory landscape in the wealth management sector. We can ensure your IT systems comply with relevant regulations such as GDPR, SOX, or PCI-DSS, and keep you informed of any changes that might affect your compliance status.

Our usual operating hours are Monday – Friday 8 AM – 6 PM CST, but we always have an engineer scheduled to be on call over the weekends in case something comes up.

Our managed IT services are designed to be scalable. Our services are based on per-user pricing, so you’ll only pay for the number of users you currently have.

Yes, we believe staff awareness is crucial to maintaining a secure IT environment. We offer a range of training programs through our partner Infosec to help your team understand potential cybersecurity threats and how to avoid them.

Getting started is simple. Just contact us and we’ll arrange a consultation to assess your needs and propose a tailored IT solution for your firm. Once you’re happy with the plan, we’ll start the process of integrating our services with your existing systems.

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