Managed IT Built for Wealth Management Firms
Your clients trust you with their financial future. We make sure your technology never gets in the way of that trust — secure, compliant, and always running.
The IT headaches wealth management firms deal with every day
You're running a business that demands precision, trust, and confidentiality. Generic IT support wasn't designed for that.
Client data security is always on your mind
One breach can destroy years of trust. Most IT providers treat security as a checkbox — we build it into everything we do.
Compliance feels like a moving target
SEC, FINRA, and state-level requirements keep shifting. You need IT that keeps you audit-ready without requiring you to become a compliance expert.
Downtime means missed opportunities
When your systems go down, your advisors can't work and clients can't reach you. That's not acceptable in wealth management.
Your IT provider doesn't understand your business
Generic MSPs don't know what a CRM migration means for an RIA, or why SEC record-keeping rules matter for your email setup. We do.
Everything your firm needs to run securely and efficiently
We don't just fix what breaks — we build a reliable technology foundation so your team can focus on clients, not computers.
Proactive IT Monitoring & Support
We watch your systems around the clock and fix issues before they become outages. When your team needs help, we're a call away — not a ticket queue.
Managed Cybersecurity
Endpoint protection, email security, phishing defense, and identity management — layered together so your client data stays protected and your firm stays out of the headlines.
Microsoft 365 Management
Proper configuration, email archiving for compliance, SharePoint for document management, and Teams for secure collaboration — all set up and managed the right way.
Backup & Disaster Recovery
Your client data is irreplaceable. We make sure it's backed up, recoverable fast, and never a single point of failure in your business.
IT Strategy & vCIO Advisory
You get access to a senior technology advisor who understands financial services — helping you make smart IT investments that support your growth, not just your current headcount.
AI Enablement for Wealth Firms
From Microsoft Copilot to workflow automation, we help wealth management teams use AI responsibly — with proper data governance and security guardrails in place.
We speak wealth management — not just IT
We've built our practice around firms like yours. That means we already understand your software stack, your compliance requirements, and the operational rhythms of a wealth management firm.
- One dedicated team that knows your environment — no revolving door of technicians
- Security and compliance baked in from day one, not bolted on later
- Flat monthly pricing with no surprise project fees for standard support
- Structured onboarding that's smooth and doesn't disrupt your team
- Deep experience with tools like Salesforce Financial Cloud, Orion, and Microsoft 365
- Strategic IT guidance that scales with your AUM and headcount
Real feedback from real clients
"My company recently engaged Sixwatch as our IT consultants. They had me up and running on a new remote connection the same day. I give them 5 stars for their speedy response time, knowledge, and professionalism."— Grant, CEO, BrightPath Co.
Things wealth management firms usually ask us
Ready to give your firm IT that actually works?
Start with a free IT risk assessment. No commitment, no pressure — just a clear picture of where your technology stands and what we'd do differently.