Our track record as an established expert in IT for wealth management firms, including services centered on cybersecurity compliance, data protection, and continuity strategy demonstrates the breadth of our skills and knowledge as we often work with wealth managers, financial planners, and fast-growth advisory firms who require full systems optimization.
We know that financial advisory businesses and fund managers rely on flawless connectivity and unparalleled security and focus on putting secure, hyper-efficient solutions in place–leaving you to allocate your valuable time elsewhere.
Advanced Systems Future-proofing for Wealth Management Firms
Growth and expansion are core objectives for financial services providers. As you scale, Xvand’s wealth management IT advisers will ensure your systems can keep pace without lags, glitches, or vulnerabilities.
From determining the optimal structure to setting up the local workstations, they had people to make sure the transition ran smoothly. The most impressive and unique aspects for us: the extent of personal involvement and availability of knowledgeable personnel to resolve issues quickly.
Comprehensive IT Support
Our managed IT services for financial firms ensure you receive continuous support, timely updates, and expert technical assistance. Xvand's dedicated team is always available to keep your operations running smoothly.
Proactive Maintenance
Preventing issues before they arise is crucial. Our proactive maintenance services include regular system checks, updates, and performance optimization to minimize downtime and enhance productivity.
Robust Cybersecurity
Financial institutions are prime targets for cyber threats. Xvand's cybersecurity solutions include advanced threat detection, data encryption, multi-factor authentication, and strict access controls to safeguard your sensitive data.
Regulatory Compliance
Compliance with regulations like SOX and GLBA is non-negotiable. Our team has a thorough understanding of these requirements, ensuring your institution remains compliant with all necessary standards.
Flexible IT Solutions
As your financial institution grows, so do your IT needs. Xvand offers scalable and customizable IT solutions that adapt to your changing requirements, ensuring continuous support and functionality.
Efficient Data Handling
Effective data management is essential in the financial sector. Xvand excels in managing data flows, integrating with existing systems, and providing advanced analytics to support informed decision-making.
Reliable Recovery Plans
Unforeseen events can disrupt your operations. Xvand's disaster recovery and business continuity plans ensure minimal downtime and data loss, keeping your institution operational during emergencies.
Transparent Pricing
We understand the importance of budget management. Xvand offers competitive and transparent pricing structures, providing value for money without compromising on quality.
Xvand understands the needs of their clients and the importance of IT at a reasonable price.The client experienced no downtime, and the team met all deadlines. Their resources were responsive. Moreover, their work resulted in more monthly on-site visits, adding value to the engagement. Their customer service was truly top-notch and valuable.
Wealth managers and advisers work in specialized fields and require inherent flexibility from systems created for scalability. Our solutions offer leading-edge infrastructure that guarantees the integrity of your data and communications at every stage.
Our consultation-based assistance is fully adapted to your objectives. Let us know your pressure points, challenges, and expansion plans, and we’ll put together a tailored support service, from systems commissioning to ongoing monitoring.
This collaborative approach enables us to create efficient integrations to handle confidential data flows, design faultless integrations to avoid disruption, and introduce advanced, always-on analytics to provide valuable reporting when needed.
Implementing robust security measures when managing higher volumes of sensitive data provides you with assurances that your tech is operationally efficient regardless of business growth.
Smooth integrations and always-on security monitoring provide versatility when rolling out enterprise-wide improvements and upgrades–ensuring that growing firms harness responsive, future-proof tech, including that which is crucial for remote access when your teams need to work from anywhere.
We provide on-demand expertise, comprehensive compliance, and in-depth security tracking to ensure your solutions and devices are always operating, eliminating downtime and keeping you connected and protected.
Xvand's consultations and tech audits are obligation-free and cost-free, giving you insights into how to address the first signs of issues and identifying vulnerabilities and gaps that need addressing–before they become a major problem.
We stand out as an accomplished, full-service team of engineers, technicians, analysts, and cybersecurity experts with a comprehensive know-how of the wealth management and financial advisory space. We provide you with relevant, up-to-date, and contextual advice and support across every aspect, from managed IT to automation, and cloud functionality to telecoms and storage.
Schedule an informal discussion at your convenience, and we'll get started with actionable guidance backed by our sector-leading, money-back guarantee!
GET A FREE ESTIMATE
Ready to transform your IT infrastructure? Contact Xvand today to discuss how our IT services can benefit your financial institution. Our team of experts is here to help you achieve your goals and ensure your technology supports your business success.
Discover the difference Xvand can make for your financial services business. Let’s build a secure, efficient, and scalable IT environment together.
Just like you, your company technology needs a check up at least quarterly. Our IT management experts will quickly and efficiently identify any significant problems with your network and security systems—for free.
identify risks to my business
If Xvand can't fully resolve all your issues and deliver the promised services within 3 months of the complete transition, we'll refund 3
months of service costs (excluding Microsoft licensing charges and other subscription costs). We'll also actively assist you in
transitioning to another MSP at no extra cost. The only requirement for this guarantee is your full engagement in working together
to address and resolve the issues. We've got your back!