Adhoc IT Support for Financial Planning & Wealth Advisory
Adhoc IT Support gives your financial advisory practice flexible, on-demand assistance for urgent technical issues, upgrades or defined projects without requiring an ongoing monthly contract. Our Adhoc IT Support engineers diagnose the immediate challenge, agree on a transparent scope and help remove the roadblock quickly.
Focused Adhoc IT Support
Diagnosis of specific hardware glitches, network dropouts or database connection issues affecting Iress Xplan, Midwinter, AdviserLogic and your team's daily work.
Scoped system & hardware upgrades
Experienced help with workstation deployments, Microsoft 365 changes, network hardware replacements and office technology improvements.
Work agreed before it starts
Before any Adhoc IT Support work begins, we assess the requirement, outline the expected effort and agree the commercial terms upfront.
Managed IT Services for Financial Advisory
Fixed-fee monthly IT partnership covering up to 5 devices per user with proactive monitoring, cybersecurity, backups, and strategic guidance.
Managed IT Services is a distinct option for practices considering ongoing technology attention, while Adhoc IT Support remains for defined requests.
Your application environment
Support for the devices, access and connectivity around your practice applications, with vendor escalation where appropriate.
- Iress Xplan
- Midwinter
- AdviserLogic
- BrokerEngine
- QuickFee
- Class Super
Talk to our team
Request a quote · Request a discovery call · 1800 825 683
Discovery bookings are requests and remain subject to confirmation.