Financial Expertise
In the fast-paced world of finance, success hinges on robust technology and impeccable service. We specialize in empowering financial firms with seamless software, secure servers, and expert services.
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Additional EXPERTISE
Invest in the Security of Your Systems
In the realm of finance, an efficient and dependable software infrastructure is an absolute necessity to remain connected to online feeds. The ability to scale and maintain optimal performance is of paramount importance. Therefore, it comes as no surprise that a growing number of financial companies across the nation have made the strategic decision to partner with Sixwatch.
Email encryption & filtration
SIM & VPN secure setup
Secure wired transactions
Safe & secure email
Having the right tools alone isn't enough for success. You need a reliable managed IT service and security provider to utilize them effectively.
ABOUT SIXWATCH
Your Success is Our Mission
Our end-to-end solutions include planning, implementation, and support of your technology, along with server management, software upgrades, and user training. We can take on your entire IT support or work alongside your internal team to manage your hardware, software, and networks.
If you’re looking for stronger in-house capabilities, lower costs, or even a fully outsourced infrastructure, look no further than Sixwatch.
10+ Years Of Experience
+175 Clients Served
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Financial Expertise in technology is what separates an IT provider that simply keeps the lights on from one that understands how a wealth management firm actually operates. Sixwatch helps financial firms strengthen their technology, protect critical data, and stay compliant without adding internal overhead. We manage your infrastructure, reduce risk, and support your team so your systems stay reliable, secure, and ready to scale.
Why Financial Expertise Matters in Your IT Partner
Advisory firms, RIAs, and wealth managers operate under obligations that most businesses never encounter. Client data retention, supervision of electronic communications, vendor due diligence, and incident reporting all carry regulatory weight. An IT partner without genuine Financial Expertise will treat those as edge cases; one that has them will build them into the baseline configuration from day one.
That difference shows up in practical ways. Email archiving is configured before an examiner asks for it. Access reviews happen on a schedule rather than after a departure. Backups are tested and documented, not simply assumed to be running. Multi-factor authentication is enforced on every account that touches client information, and exceptions are recorded with a reason. None of this is exotic work, but it only happens consistently when the people doing it understand why it matters to your firm.
Financial Expertise Applied to Everyday Operations
Day to day, our Financial Expertise means faster answers to the questions that actually come up: how to onboard an advisor securely, how to keep a CRM and portfolio accounting platform talking to each other, how to handle a suspicious wire request, and how to document what you did afterwards. We also help you build a written information security program you can hand to a prospect or an auditor without hesitation.
If you want an external reference point for the safeguards regulators expect, the FFIEC cybersecurity resources are a useful benchmark to measure your current posture against. We are happy to walk through where your firm stands today, and where the Financial Expertise gaps are worth closing first.
WHO WE SERVE
Additional Services and Expertise
Sixwatch offers a set of beneficial service offerings that differentiate us from other providers. By enlisting the services of Sixwatch, our clients gain a significant advantage over their competitors.
Frequently Asked Questions
We’ve compiled answers to the most common questions our clients ask to help you get a better understanding of how we can assist you.
Don’t hesitate to reach out to us.
What industries do you work with?
We work with small and mid-sized businesses that depend on secure, reliable technology—especially Registered Investment Advisors (RIAs) and other financial services firms. We’re a strong fit for organizations that want clear ownership, responsive support, and Microsoft 365 done right.
Why do firms like ours choose Sixwatch instead of hiring internal IT?
Most firms your size need more than one IT skillset—support, cybersecurity, Microsoft 365, compliance support, and planning—and it’s hard to get that depth from one internal hire. Sixwatch gives you a full team and proven process for less risk and more consistency than relying on a single person.
What cybersecurity protections are included in your managed services?
We build security into the service—not as an afterthought—including endpoint protection, monitoring, patching, identity and access controls, email security, and security best practices for Microsoft 365. Our goal is to reduce risk in layers while keeping your team productive.
How do you protect Microsoft 365 and email from phishing and ransomware?
We secure Microsoft 365 with strong baseline configurations, identity protections, access controls, and email filtering to reduce common attack paths. We also monitor and respond quickly, because prevention is critical—and fast response matters when something suspicious happens.
What is your response time when our team needs help?
We set clear response expectations and prioritize issues based on business impact, so urgent problems are addressed first. Our focus is not just fast replies—it’s getting your people back to work quickly and keeping your business moving.
What does switching to Sixwatch look like, and will it disrupt our business?
We start with an assessment to understand your environment, risks, priorities, and what needs attention first, then move into a structured onboarding process.
From there, we secure access, document the environment, and build a stabilization plan so the transition is smooth, minimally disruptive, and free of surprise “rip-and-replace” recommendations.
How is pricing structured, and what is included in the monthly service?
Our pricing is designed to be predictable and aligned to the level of support, security, and management your business needs.
We clearly define what is included, what is project-based, and what is optional upfront so there are no surprises.
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Before you invest in new tools, migrate systems, or scale your team, get a second opinion from an IT expert.
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