Remote IT Support for Financial Planning & Wealth Advisory
Remote IT Support helps your financial advisory practice resolve suitable software, cloud application access and everyday device issues without waiting for an office visit. Our team initiates secure Remote IT Support sessions so staff can return to critical work with minimal downtime.
Permission-based assistance
Each Remote IT Support session starts with your participation and permission. Keep sensitive records closed unless they are needed to diagnose the issue.
Line-of-business software help
Assistance with email delivery, security permissions, user profiles and the operating environment required to access Iress Xplan, Midwinter, AdviserLogic.
A clear pathway for physical faults
If the issue requires hardware access, we explain the limitation of remote help and discuss an appropriate on-site next step.
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 broader, ongoing option to discuss alongside a remote-assistance need, with inclusions and responsibilities agreed for the practice.
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.