Remote IT Support for Financial Planning & Wealth Advisory
Remote assistance helps your financial advisory practice resolve suitable software and access issues without first arranging an office visit. With your permission, we can investigate the device and guide your team through the next steps.
Permission-based assistance
A remote support session starts with your participation and permission. Keep sensitive records closed unless they are needed for the issue.
Software & access help
Assistance with email, account settings and the device environment used to access Iress Xplan, Midwinter, AdviserLogic.
A pathway for physical faults
If an issue requires hardware access, we explain the limitations of remote support 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.