Managed IT for financial advisors and wealth management firms
Financial advisors hold some of their clients’ most sensitive information: account details, tax records and personal finances. Clients expect it to stay private, and your own compliance program expects the technology behind it to be well run.
Mayertech keeps your systems secure, dependable and easy to reach, so you can spend your time with clients.
IT built around client confidentiality
Protect client financial data
Endpoint protection, secure networks and continuous monitoring that help prevent unauthorized access, ransomware and data breaches.
Secure email & fraud defense
Email filtering, multi-factor sign-in and phishing training help staff spot fake requests, including fraudulent wire or account-change instructions.
Records and email archiving
Microsoft 365 set up with retention and archiving options that support your own record-keeping requirements. Your compliance officer or counsel defines what applies; we handle the technical side.
Secure remote and mobile work
Advisors can work from the office, a client’s home or on the road, on devices that are encrypted, managed and remotely wipeable.
Backup & disaster recovery
Backups that let you restore client files and records quickly after a failure, attack or outage.
Responsive support
Fast help with networks, devices and security, with a 24/7 help desk.
See where your firm stands
A quick look at your email and Microsoft 365 security, backups, devices and network, with a plain-English summary of what to fix first.
- Identify potential cybersecurity risks
- Review backups and recovery
- Improve remote access and mobile security
- Strengthen network security
Supporting financial advisors across the Coachella Valley
On-site and remote support in La Quinta, Palm Desert, Indian Wells, Rancho Mirage, Palm Springs, Cathedral City, Indio, Coachella, Desert Hot Springs. We also support clients in Greater Los Angeles remotely, with on-site visits by arrangement.
Frequently asked questions
Can you help with our compliance requirements?
We help set up and document the technical safeguards, such as access controls, encryption, backups and email archiving. Which rules apply, and what your policies must say, is for your compliance officer or counsel to decide.
Do you work with our CRM and portfolio software?
We support the computers, networks and security around your software and coordinate with your software vendor when needed.
How do you reduce the risk of wire and account-change fraud?
Email protection, multi-factor sign-in and phishing training make fake requests easier to catch, and we can help you set up a simple verification step before money moves.
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Find out where your IT stands
Start with a free, no-obligation assessment and a practical list of what to fix first.