Client data is regulated
Advisors are expected to safeguard client financial information. We handle the technology side: stronger sign-in protection, updated and protected computers, controlled access, and backups you can recover from.
Industries · Financial advisors & wealth managers
IT support for financial advisors and wealth managers.
Your clients trust you with their money and personal information. That trust extends to the computers, email, and accounts your practice runs on. We keep that technology protected and current while helping you meet the security expectations that come with handling financial data.
What is different about your work
Email is the biggest risk
Fake emails targeting wire transfers and account logins are aimed directly at firms like yours. We protect email, train your team to spot them, and check anything that feels off.
Cyber insurance and audits
Insurers and regulators ask what protections you have in place. We put them in place, keep them there, and write them down so you have answers when the questionnaire arrives.
What we handle
Managed IT support built around your office.
This is the same ongoing support described on our small business IT support page, shaped around how financial advisors & wealth managers work.
- Helpdesk support for advisors and staff
- Stronger sign-in protection (a second step beyond the password) on email and business accounts
- Email protection against payment-redirect and password-theft scams
- Monitoring, updates, and protection for the computers we manage
- Backups of email and shared files with a tested recovery plan
- Help meeting cyber insurance policy requirements
- Coordination with your portfolio, planning, and custodial platform vendors
Questions
Questions from financial advisors & wealth managers
Can you help us meet SEC or FINRA expectations?
Compliance belongs to your firm and your compliance advisor. We support the technology safeguards those rules expect: protected computers, controlled access, email protection, and backups.
We are a small practice with two or three people. Is this for us?
Yes. A small advisory firm has the same email and wire fraud risk as a big one. We set up the protections, keep them current, and help when your compliance advisor asks what is in place.
Find out if managed IT is right for your office.
Tell us how many people and computers we would be looking after, and what you want to work better. A person replies with next steps.
“Couldn't recommend Paul and BBComputing more. Knowledgeable, kind, and fair. Best of the best.”
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