IT Support for Financial Planning & Wealth Advisory
When email, devices or access problems interrupt your work, your team needs practical help from people who understand the environment around Iress Xplan, Midwinter, AdviserLogic. We investigate the issue, explain the next step and help your staff get back to their day.
Help for your people
Day-to-day assistance with desktops, email, printers and access to the applications your financial advisory practice relies on.
Connected applications
Troubleshooting the devices, Microsoft 365 services and network connections around Iress Xplan, Midwinter, AdviserLogic, with vendor escalation where needed.
A clear next step
We assess the problem, discuss the appropriate support approach and explain any further work before it proceeds.
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 may be discussed for planned technology oversight, and Remote IT Support for suitable distributed-work issues; both remain subject to the agreed arrangement.
Remote IT Support for Financial Advisory
Immediate remote desktop connection powered by enterprise TeamViewer, solving technical roadblocks within seconds without on-site delays.
On-site IT support gives your financial advisory practice a practical local option when a physical issue is better resolved in person than through remote troubleshooting.
When physical equipment, cabling, office moves or hands-on hardware inspection are needed, on-site assistance can be scheduled according to agreed scope and availability.
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.