On-Site IT Support for Financial Planning & Wealth Advisory
On-Site IT Support brings hands-on technical assistance to your financial advisory practice when equipment, cabling or physical network infrastructure cannot be resolved remotely. Our On-Site IT Support technicians diagnose the issue in person and plan the practical next step around your team and working day.
Hands-on On-Site IT Support
Physical hardware diagnosis, workstation setup and equipment replacement, subject to the agreed work and parts availability.
Office network & cabling support
Practical assistance with office connectivity, network equipment and the physical device connections supporting Iress Xplan, Midwinter, AdviserLogic.
Coordinated workplace attendance
We plan On-Site IT Support attendance around your team's business hours and operational deadlines to minimise disruption.
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 separate option for ongoing technology discussions between agreed on-site tasks.
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.