Adhoc IT Support for Financial Planning & Wealth Advisory
Your financial advisory practice may need help with one urgent issue, an upgrade or a defined project rather than a continuing managed service. Adhoc support starts with the immediate requirement and an agreed scope of work.
Focused troubleshooting
Diagnosis of a specific device, access or connectivity issue affecting Iress Xplan, Midwinter, AdviserLogic and your team's daily work.
Planned changes
Scoped assistance with workstation upgrades, Microsoft 365 changes, office moves and technology improvements.
Support when you need it
Discuss the issue, agree the work and choose the support approach appropriate to your environment.
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.