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.
Managed IT for Wealth Management Firms means client confidentiality, examiner-ready evidence and availability that respects market hours. Sixwatch delivers Managed IT for Wealth Management Firms that advisers can stand behind.
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.
What Managed IT for Wealth Management Firms Has to Get Right
Advisory firms run on trust and on market-hours availability. That combination changes what good support looks like: maintenance has to respect trading and client meetings, client records need tighter handling than most industries require, and everything has to be evidenced when a reviewer asks. These are the areas we see matter most.
Know Where Client Data Actually Lives
Statements, tax documents, identity records and account numbers sit across custodian portals, your CRM, planning tools, a document store and somebody’s mailbox. Mapping that first is what makes encryption, scoped access and monitored sharing meaningful rather than theoretical.
Identity Is the Control That Matters Most
Multi-factor authentication on every account, conditional access, least-privilege roles and a same-day offboarding process. Dormant accounts belonging to departed staff and finished contractors remain the most common way in.
Uptime Around Market Hours
Patching and maintenance scheduled outside trading and client meetings, redundant connectivity, and a clear escalation path. A two-hour outage on the wrong morning becomes a client conversation nobody wants to have.
Third-Party Platforms Are Part of Your Risk
Custodians, planning software, CRM and portfolio accounting all touch client data. Vendor reviews, single sign-on wherever it is offered, and a documented process for removing an integration keep that surface manageable.
Evidence Produced on a Schedule
Access reviews, patch reports, backup test results, training records and a dated incident plan. FINRA’s cybersecurity guidance is a useful reference for the areas reviewers return to most often, and Managed IT for Wealth Management Firms should produce that evidence as a by-product of running well.
Continuity You Have Rehearsed
Immutable offsite backups, tested restores, an out-of-band way to reach staff and a short decision tree for who declares an incident. Storm season and ransomware both reward the firms that practiced.
How Sixwatch Delivers It
We combine managed IT services with managed cybersecurity, backup and disaster recovery and incident response support, documenting the evidence your compliance reviewer will ask for. To discuss Managed IT for Wealth Management Firms in detail, schedule a consultation.
Questions Advisory Firms Ask
Is this different from ordinary business IT support? Yes. Managed IT for Wealth Management Firms is built around client confidentiality, examiner evidence and market-hours availability rather than generic uptime.
Will you work with our custodian and planning tools? We expect to. Managed IT for Wealth Management Firms has to sit alongside the platforms you already use rather than replace them.
How long does onboarding take? Identity hardening and documentation usually land in the first few weeks, with monitoring and reporting following in phases.
How is it priced? Managed IT for Wealth Management Firms is normally billed per user or per device, with project and remediation work quoted separately.