Get Your Own Personal IT Team

IT for RIAs and CFPs

They Sell $$$ Tech. We Help You Integrate IT.

Let’s face it…software vendors want to sell their product. That’s why you need an unbiased advocate who understands the unique challenges of your investment business.

You may have purchased the most common RIA technology tools, such as eMoney, Redtail, and ClientWorks. However, you need the right integration strategy to capitalize on your technology.

As part of your personal IT team, you’ll have access to our virtual CIO. We strategize process and technology for you similarly to how you strategize financial security for your clients.

Meet with us twice a year or every quarter. You choose where you want to go.

Learn how to give your clients the “Amazon” experience
Be prepared for audits
Increase efficiency to gain more market share
Improve process to shift focus back to clients

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Receive the Best Customer Service

When you call our helpdesk, a smiling human being answers the phone. In a short period of time, you’ll build a relationship with our helpdesk team. They’ll get to know your business, but they also get to know your team.

Most fixes are quick. However, rest assured. If it takes a little longer, we keep you in the loop until the issue is resolved.

Protect and Recover Data. Our team manages vital behind-the-scenes work. You likely have anti-virus software. But what about patching? What about PC monitoring and regular log checks? Don’t worry. We take care of the unpleasant tasks every week.
Minimize Downtime. When we notice a repeat issue, we’ll fix the root cause.
Reduce headaches. Most of the time, we can remote into your PC saving you hours. However, our local team is ready to be onsite when needed.

How Safe Is Your Client Data?

We could all do more to protect our clients’ data. But there are only so many hours in a day. As your personal IT team, we’ll work with you to make sure you’re compliant.

Be proactive to avoid being reactive. Then prepare for the worst-case scenario to minimize downtime and protect your assets.

We use these tools to upgrade your cybersecurity.

Multi-Factor-Authentication (best practices and ease of use)
One password solution
Anti-virus software
Patching
Email spam filters and policies
Ransomware protection
Zero-trust policies
Security training
Disaster recovery

Get Your Own Personal IT Team

They Sell $$$ Tech. We Help You Integrate IT.

Receive the Best Customer Service

How Safe Is Your Client Data?

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