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Devote More Time to Clients with IT Support for Wealth Management

Your firm focuses on serving clients and helping them make their futures brighter. But when IT problems and poor connectivity plague your team, you can’t wholly concentrate on your clients. 

ImageQuest’s IT Support for financial advisory, trust, wealth management and investment firms solve the most common problems these companies experience. Plus, we’ll keep your data secure and your operations compliant. Get in touch today.

The ImageQuest Services Best Suited to the Wealth Management Sector

Maintaining seamless, secure technology in the financial sector is no small task. The sheer volume of personal data collected by your firm and at risk for theft can be enough to keep anyone up at night. 

That sensitive data doesn’t have to cause worry. Instead, you can increase your competitive edge simply by proving how seriously you take data security. ImageQuest will help you to do that with the following:

  • Risk Assessments
  • Vulnerability Scanning
  • Vulnerability Management
  • Strong Email Security
  • Employee Cybersecurity Training
  • Business Continuity planning
  • Disaster Recovery Planning – and Testing
  • Endpoint Detection & Response
  • Secure Multiple Backups
  • Zero Trust Architecture
  • Managed Security measures
  • Managed IT solutions
  • Managed Cloud solutions
  • Penetration Testing
  • 24-7-365 Security Operations
wealth management concept, business man and team analyzing financial statement for planning financial customer case in office

Isn’t it time to discuss how your financial firm’s data can be more secure and your operations more streamlined and convenient for clients? One of our wealth management IT specialists is waiting to speak with you!

Best Security Practices for Wealth Management

Does your team rely on the security provided by your registered investment advisor or bank? What about the security of client records prior to and after uploading them to your broker-dealer? Could one of your marketing points be the security protecting your clients’ confidential information?

You could make that point if you had:

  • Seamless office technology and software that’s kept up to date
  • Best practices in secure communications with clients.
  • An ongoing, informed employee training program that tests awareness
  • Knowledge of the security practices of all vendors (and their vendors) with access to the confidential information of your firm and your client
  • A regularly updated disaster recovery plan that you’ve tested and refined
  • Software that can rapidly detect malware on all your devices

Wealth Management has Many Challenges-Don’t Let Technology Be One of Them

There are enough uncertainties in the world of wealth management-

  • Increased Market Volatility
  • Recessionary Concerns
  • Headwinds for International Corporate Profits
  • Headwinds for Consumer Spending
  • Rising Interest Rates

…to name a few.

Your network and the security of your information should not be on your list of uncertainties.The best IT operates in the background, providing seamless, efficient operations with speed and reliability. You should settle for nothing less. However, it shouldn’t end there.

We never want you to feel uneasy about an upcoming audit or regulatory visit. You should never have to explain how you or one of your vendors compromised a client’s privacy.

At ImageQuest, we’ll ensure you can focus on what matters most. We’ll manage your IT so you can manage your clients’ money.

You Have Concerns. We Have Solutions.

Do you have a good grasp on all the security and compliance measures you’re required to follow? Do you have questions you’d like to ask a wealth management IT compliance specialist? 

Here are some of the most commonly asked questions we get from financial advisors, wealth managers, and managed investment trusts.

Hackers constantly invent new ways to steal data. Consumers know this and are cautious about with whom they share their social security numbers, birthdates, addresses, and more.

You’ve undoubtedly experienced some pushback when asking clients for personal information. When you partner with ImageQuest, you can assure them that you work with an IT company certified to keep their data safe and secure.

Yes! One of our solutions is to use a secure cloud, where clients can access your firm and their information anywhere without exposing their financial or personal information.

Many of our security measures work invisibly in the background, without impacting speed, efficiency, or transactions.

Also, when you talk with us, you can share your concerns as well as your needs and get them addressed to your satisfaction. We are happy to explain how our solutions would work for your firm.


Are You Ready for Top-Tier IT Support for Your Wealth Management Firm?

Your clients trust you-not only with their investments but with their data. What are you doing to ensure their information is secure? If you’re a financial advisor, trust fund manager, or wealth manager, get in touch with ImageQuest today. We’ll discuss IT support for wealth management that’s superior to the standard, wealth management IT security that builds your reputation, and wealth management IT compliance that helps you sleep at night.