Managed IT Services for Financial Planning & Wealth Advisory
Managed IT Services give your financial advisory practice a proactive, coordinated approach to device maintenance, user help desk support and technology planning. We shape our Managed IT Services around your people, your applications and your compliance priorities—not a generic checklist.
Proactive Managed IT Services
Structured device monitoring, patching and maintenance within an agreed scope, so recurring vulnerabilities and performance bottlenecks can be identified early.
Cloud & continuity management
Microsoft 365 administration, access security and cloud backup planning for the critical workflows and sensitive records surrounding Iress Xplan, Midwinter, AdviserLogic.
An ongoing technology relationship
A Managed IT Services team that understands your operating environment and helps guide technology decisions as your organisation evolves.
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.