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IT SOLUTIONS FOR WEALTH MANAGEMENT

Wealth Management

Elevate your wealth management practice with secure, compliant IT solutions. Provide high-net-worth clients with exceptional service backed by robust cybersecurity, intelligent data management, and rock-solid reliability – all delivered by a trusted technology strategic partner. We help you protect client trust and streamline operations with innovative IT solutions for wealth management.

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How We Provide IT Solutions for Wealth Management

At Coretelligent, we know that wealth management firms trade on trust and confidentiality. Our end-to-end IT services for wealth management ensure the highest levels of security and compliance, allowing your advisors to focus on client relationships and financial guidance without distractions from technology. Protecting client information is not optional – wealth firms are custodians of highly sensitive financial data and prime targets for cybercriminals. We remove this burden by implementing rigorous safeguards at every level.

We navigate the complex regulatory landscape. From SEC and FINRA cybersecurity rules to data privacy laws, we ensure your systems and policies meet all requirements. Protecting client data is a central component of maintaining trust and integrity in wealth management, so we integrate compliance into everything we do. By blending advanced technology with our in-depth industry expertise, we empower your firm to deliver modern, convenient services, such as secure client portals and mobile access, while maintaining data security. The result: an IT environment that enhances client trust, boosts advisor productivity, and supports your growth – all in a fully compliant manner.

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IT Services for Wealth Management Protect Client Trust and Compliance

We expertly align our IT solutions with your wealth management firm’s goals. The result: comprehensive managed IT services tailored by years of industry-specific expertise.

Concerned about meeting strict regulations while protecting sensitive client data?

Wealth management firms must meet stringent regulatory standards and also defend against relentless cyber threats. These firms, as holders of clients’ financial details, have unique vulnerabilities, and a breach can lead to severe legal repercussions and erode client trust. We address this by implementing bank-grade security measures: encryption for all client data, multi-factor authentication for systems, and continuous network monitoring to detect intrusions. We ensure that you comply with SEC Regulation S-P, FINRA guidelines, and privacy laws, such as the GLBA. For example, new SEC rules require firms to have written incident response plans and to notify clients within 30 days of a data breach. We help you establish these protocols and will be there to assist if an incident occurs. By proactively securing data and formalizing your cyber defenses, we minimize the risk of breaches and keep you ahead of regulatory requirements. Protecting client data isn’t just IT – it’s the cornerstone of preserving your reputation and client relationships.

Do you need technology solutions that enhance advisor productivity and client service?

Today’s wealth clients expect seamless, tech-enabled service from their advisors. We support your firm with modern IT solutions that improve both efficiency and client experience. For instance, we can implement a secure client portal where clients can view accounts and reports, knowing their data is encrypted and protected. We also empower your advisors with tools like cloud-based CRM and portfolio management software, accessible securely from anywhere. This means advisors can update financial plans on a tablet during client meetings or collaborate remotely with colleagues, all with up-to-date information at their fingertips. By leveraging cloud infrastructure and automation, we eliminate many manual tasks and delays. Advisors get more time to spend on clients and strategy rather than dealing with IT frustrations. Throughout, we ensure that these enhancements adhere to compliance and security best practices, so you’re improving service without introducing risk.

Lacking the in-house IT expertise to handle cybersecurity and support needs 24/7?

Many wealth management firms are small or mid-sized and may not have dedicated IT staff for every need. Experts note that a firm without sufficient IT resources would struggle to meet all the new cybersecurity requirements on its own. That’s where we come in. We function as an extension of your team, providing round-the-clock IT support and cybersecurity expertise without the huge overhead. Our 24/7 help desk ensures that if advisors experience technical issues – whether it’s a laptop problem or a software glitch – they get resolved quickly, even outside of business hours or on weekends. We also have a dedicated security operations center (SOC) that continuously monitors your systems to detect and neutralize threats in real-time. By entrusting these functions to us, you benefit from enterprise-level IT and security capabilities on a sensible budget. Your firm stays compliant and protected, your advisors stay productive, and your clients receive uninterrupted, high-quality service. It’s like having a full in-house IT department and security team, at a fraction of the cost.

What Our Customers Say

“Coretelligent has exceeded all of my team’s expectations since partnering with them. Their team’s ability to move quickly, adapt to changes, and provide top-tier service is impressive and should be considered the standard in the IT and cybersecurity space. We’re truly grateful to be working with them and look forward to growing together.”

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“Integral to the past and future success of our firm is our partnership with Coretelligent. Entrusting the entirety of our IT footprint to Coretelligent has created a multiplying effect for the business; we are realizing greater synergies, empowering our people to be more productive, and enhancing our abilities to protect our business and our clients’ data from ever-present cyber threats.”

“Protecting financial information starts with a highly-secure backup that is accessible from various locations. When the Coretelligent team explained their process around data backup and recovery, we knew that we had chosen the right partner to protect the financial information of all our clients.”

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Let’s Talk About Managed IT Services for Financial Institutions

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