Wealth Management
At Aqueity, we are IT experts with decades of experience managing IT and Cybersecurity for the wealth management industry.
WE KNOW IT IS NOT EASY TO PICK AN IT PARTNER.
Don't Sweat it!
We know wealth management
We know that the Wealth Management industry has a lot on their plate. From adhering to compliance regulations (FINRA, SEC, ETC) to being held back by legacy IT infrastructure. Find out how Aqueity can help save you time, money, and headaches!
Our Staff Is Excited To Create A Custom Solution For You.
How we can help
Tailored IT Solutions
MANAGED it SERVICES
- Annual IT roadmap with a budget to help accelerate your business forward
- Experience with relevant tech stacks/CRMs
- Unlimited end user support accessible via phone, email, or online portal
- 24 x 7 emergency support
- Proactive vs reactive IT support
- Complete transparency into tickets and service levels
- Remote system management facilitation with 3rd parties
Cybersecurity services
- Advanced endpoint protection. Powered by artificial intelligence (AI)
- Incident response plan
- 24/7 access to compliance experts who know your industry
- Incident response plans
- Vulnerability Scan(s)
- Compliancy with cybersecurity insurance requirements
- Information security analysts who monitor the threat landscape constantly
LET US CREATE A CUSTOM PLAN FOR YOUR IT & CYBERSECURITY NEEDS
