On-Site IT Support for Financial Planning & Wealth Advisory
Some problems need an experienced person at your workplace. On-site support for your financial advisory practice focuses on physical devices, networks and equipment that cannot be resolved through a remote session alone.
Hands-on hardware help
Physical diagnosis, workstation setup and equipment replacement, subject to the agreed work and parts availability.
Office network support
Practical assistance with office connectivity, network equipment and device connections to keep your workplace connected.
Coordinated office changes
Plan installations or relocations around your people and workflows. Attendance and timing are agreed when booking.
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.