Your Firm Deserves a Full IT Department — Without Hiring One
Independent wealth management firms don't need a full-time IT staff. They need the right outsourced partner who knows their industry, speaks their language, and is always available when it matters.
Sixwatch vs. your other options
Most wealth management firms choose between a break-fix IT guy, an internal hire, or a real managed services partner. Here's what each actually looks like.
- Only helps after something breaks
- No proactive security monitoring
- No compliance expertise
- Unpredictable costs per incident
- No strategic IT planning
- Often a single point of failure
- Available, but costly ($80–120K/yr+)
- One skillset — rarely covers security, cloud, and compliance equally
- Vacation, sick days, turnover risk
- May know your systems, not your industry
- No 24/7 monitoring without extra cost
- Can be good — but expensive for the depth you need
- Proactive — we prevent problems before you notice
- Full security stack: endpoint, email, identity, backup
- Built around financial services compliance
- Flat monthly fee — no surprise bills
- vCIO advisory included — strategic IT leadership
- Same dedicated team, every single time
Everything your firm needs to run — in one flat monthly fee
When you outsource IT to Sixwatch, you're not getting a helpdesk. You're getting a full technology partner that knows wealth management inside and out.
Helpdesk & End-User Support
Your advisors and staff get fast, friendly support from real people who know your environment — not a ticket queue.
Managed Cybersecurity
Endpoint protection, email security, identity management, and real-time threat monitoring — all included and always running.
Microsoft 365 Management
Proper setup, administration, compliance configuration, and user management for your entire M365 environment.
Backup & Disaster Recovery
Your client data is backed up, encrypted, and recoverable fast. Business continuity is built into your service from day one.
IT Strategy & vCIO Advisory
A senior advisor who helps you make smart technology decisions as your firm grows — without adding to your payroll.
Network & Infrastructure Management
Your office network, remote connections, and infrastructure — monitored, maintained, and optimized so your team can work without interruption.
AI Enablement
When you're ready to use AI tools like Microsoft Copilot, we help you adopt them responsibly — with proper security and governance in place.
Compliance-Ready Configurations
Email archiving, retention policies, and access controls configured to support your SEC and FINRA compliance requirements.
What an in-house IT hire actually costs vs. Sixwatch
Most firms don't realize how expensive the "cheaper" option really is once you factor everything in.
Hiring a Full-Time IT Person
Outsourcing to Sixwatch
Built for independent financial firms that are growing
We work best with firms that are serious about their technology but don't want to hire an internal IT team to manage it.
Registered Investment Advisors (RIAs)
From solo advisors to multi-location firms. We understand your compliance environment and software stack.
Independent Wealth Management Firms
Growing practices that need dependable IT and security without the overhead of a full-time hire.
Family Offices
Discretion, security, and reliability are non-negotiable. We treat your systems with the same care you take with client assets.
Financial Planning Practices
Your team needs to access planning tools, CRMs, and client portals without interruption. We keep that working seamlessly.
From reactive to proactive in 30 days
"Everyone at Sixwatch is always so pleasant to work with. Being on the phone with tech support can get so frustrating so quickly but these guys make it so easy and simple each time. They are truly fantastic."— Bitty, Operations Head, Elevate Inc.
Stop patching IT problems together. Build something that works.
Start with a free IT assessment — we'll review your current environment and show you exactly what a proper outsourced IT partnership looks like for your firm.