Managed IT Services for Financial Planning & Wealth Advisory

A managed IT relationship gives your financial advisory practice an ongoing approach to device maintenance, user support and technology planning. We agree the service scope around your people, your applications and your priorities—not a generic checklist.

Illustrative Managed IT Services for Financial Planning & Wealth Advisory workplace

Proactive device care

Monitoring, patching and maintenance within an agreed service scope, so recurring issues can be identified and addressed.

Cloud & continuity

Microsoft 365 administration, access management and backup planning for the information and workflows surrounding Iress Xplan, Midwinter, AdviserLogic.

An ongoing IT relationship

A support team that gets to know your environment and helps you plan technology changes as the 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.