IT Services For The Financial Management Sector

IT Services For
Wealth Management Firms

Secure, Compliant, Worry-Free IT for Wealth Managers and Financial Advisors

Your clients trust you with their life’s savings.

You should be able to trust your IT partner the same way.
Alliance Tech delivers specialized IT services for wealth management firms in St. Louis, including advanced cybersecurity for client data protection, regulatory compliance solutions, and 24/7 managed IT support. Our Armada services help wealth managers enhance client service, streamline operations, and maintain SEC compliance while protecting high-net-worth client information.

Why Wealth Managers Choose Alliance Tech

World Class IT Consulting and Support

24/7 Support Squadron – Our team responds fast — with real experts who understand wealth management and resolve issues without the runaround.
Dedicated vCIO – Dedicated technology strategist who understands the compliance, security, and growth needs of wealth management — so your IT always supports your long-term goals.
MissionControl – Our secure client portal gives you real-time visibility into your IT systems, support tickets, and documentation — all in one place, whenever you need it.

Enterprise-Grade Security

Multi-layered Protection – Advanced firewalls, encryption, and access controls
Threat Detection – Real-time monitoring for sophisticated cyber threats
Microsoft 365 – 24/7 Monitoring and Threat Response (Stop the #1 Threat!)
Employee Training – Security awareness programs for wealth management teams
Compliance Support – SEC and regulatory compliance assistance
Disaster Recovery – Business continuity plans tailored for wealth managers

Key Benefits of Our Armada Managed IT Services

Enhanced Security & Compliance

Our security measures protect your most valuable asset – client trust. We provide:

Military-grade encryption for all client data and communications
Regular security audits and vulnerability assessments
Compliance monitoring for SEC and fiduciary requirements
24/7 threat detection and incident response
Secure backup solutions with tested recovery procedures

Improved Operational Efficiency

Streamline your wealth management
operations with:

Optimized system performance for faster client service
Automated updates and patch management
Cloud integration for remote access capabilities
Reduced downtime through proactive monitoring
Expert support with 3-minute average response time

Customized Solutions

Every wealth management firm is unique. We provide:

Tailored IT strategies based on your specific needs
Scalable solutions that grow with your practice
Integration support for existing systems and software
Dedicated account management with wealth management expertise
Flexible service plans to fit your budget and requirements

Our Proven Process

1. Comprehensive Assessment

Evaluate your current IT infrastructure
Identify security vulnerabilities and compliance gaps
Review your growth objectives and technology requirements

2. Custom Solution Design

Develop tailored IT strategy for your wealth management practice
Create detailed implementation timeline with minimal disruption
Present comprehensive proposal with clear pricing
Refine plan based on your feedback and requirements

3. Professional Implementation

Assign dedicated team
Implement solutions with minimal disruption to client service
Provide comprehensive staff training on new systems
Establish ongoing monitoring and support protocols

Frequently Asked Questions

What IT services do you provide specifically for wealth managers?

We offer managed IT services, cybersecurity solutions, portfolio management system support, secure cloud services, CRM optimization, compliance technology, and 24/7 monitoring designed specifically for wealth management firms.

How do you protect sensitive client financial data?

We use advanced encryption, multi-factor authentication, regular security audits, and continuous monitoring. Our security measures are specifically designed for wealth management environments and high-value client data protection.

Can you help with SEC compliance requirements?

Yes, we have extensive expertise in financial industry regulations. We implement compliant IT systems, provide data management solutions, and offer ongoing compliance monitoring to meet SEC and fiduciary standards.

How quickly can you respond to IT issues?

Our average response time is 3 minutes, with 24/7 monitoring and support. We understand that downtime can impact client service, especially during market volatility.

Do you work with our existing portfolio management software?

Absolutely. We integrate with all major portfolio management platforms, custodial systems, and financial planning software to ensure seamless operations.

Get Started Today

Don’t let IT challenges compromise your wealth management practice. Contact Alliance Tech for a free consultation and discover how our specialized managed IT services can enhance your security, improve efficiency, and support your client service excellence.

Get Your Free IT Assessment

Ready to strengthen your IT infrastructure? Call us today for your complimentary assessment.

Menu