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Managed IT Services for Financial Advisors


With over 13 years experience working with Financial Advisors and Financial clients, we are very familiar with industry specific needs of a Financial Advisor.  From making sure your systems are up to date and compliant to ensuring client data is backed up and protected, we take the worry out of your IT needs which allows you to focus on your clients.

Managed Security (MSSP)

Our managed security solution provides automatic threat containment with a virus free guarantee.  Your antivirus system is remotely managed and automatically updated.  The managed firewall provides an additional layer of protection for your system to protect against intrusion.

Application Inventory

Our Managed Services Team can view and manage all apps installed on mobile devices and workstations used in the business.  This inventory list can be provided to the compliance team in case of an audit.  

Help Desk Ticketing System

Every client has access to our Help Desk Trouble Ticketing System.  By utilizing this system your support ticket is logged into our database and assigned to the appropriate technician.  You are also alerted of the status and resolution of the trouble ticket during every step of the support process.  

Application Push

Push critical applications and security policies to devices and endpoints.  We can block certain applications per user, and also whitelist applications per user.

Device Inventory

Our Managed Services Team has the ability to monitor your devices in real time.  We can proactively manage inventory and resources of both mobile devices and equipment in your office.


Reports are delivered directly to the advisor that can be forwarded to the compliance team during an audit.  This report will show antivirus scans, as well as backup information.  This report can be given to the appropriate compliance department during an audit.  

Technology Consultants Group, LLC

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