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Power your wealth management firm with secure, expert IT solutions for long-term success.
Protect sensitive client data with advanced cybersecurity, Connectability enforces mandatory security standards for all clients.
Minimize downtime and boost productivity with proactive IT management, supported by a responsive, knowledgeable team.
Gain peace of mind with measurable IT performance, leveraging over 30 years of industry experience and proven accountability.
Streamline compliance and reporting with documented processes and standards tailored for wealth management needs.
Scale seamlessly with flexible, co-managed IT support that adapts as your firm grows and client demands increase.
See how wealth management firms achieve reliable, secure, and efficient IT with Connectability.
We are a small, nonprofit arts service organization and Connectability’s IT support services have been of great benefit to our team. They are responsive to our needs, and we always feel comfortable reaching out because we know Connectability will be prompt and helpful in providing an effective solution. They are also proactive in identifying potential areas of improvement and suggesting IT solutions before major issues arise. Their team is professional, reliable and knowledgeable in all areas of IT support. We highly recommend their services.
As a small business, we don’t have the resources for a full-time IT staff, so having Connectability by our side has been a game-changer. Their team provides responsive and professional technical support exactly when we need it, without the overhead. Since we specialize in manufacturing, it’s crucial for our operations to stay uninterrupted, and Connectability’s local support is always available. They consistently deliver with quick response times and on-site support whenever needed. I’d absolutely recommend them for the value, service quality, and peace of mind they bring.
As an in-house IT support team, working with Connectability has been invaluable. They provide cybersecurity management and support, so we can focus on app development. Giving us the peace of mind to know our business is secure against the growing number of cyber attacks. Connectability helps us focus on growing our business, and we know they are constantly reviewing the current status of any IT related issues and requests, so we can continue to plan for the long-term needs of our organization. They offer worry-free, responsive support that allows us to stay focused on what we do best. They will be more than a technical resource; they will act as an extension of your business. If you need IT Support or Cybersecurity services for your business, or you want to outsource a component of IT, they can help!
Since Connectability took over our IT, the biggest benefit has been their responsiveness. Working with them feels like having an extension of our own team—someone who not only knows what they’re doing but also guides us through challenges with confidence and expertise. What sets Connectability apart is their proactive approach to minimizing risk. They don’t just react to issues; they help prevent them before they occur. Their efforts to educate our team, like weekly cybersecurity emails and simulated phishing tests, have been invaluable in reducing risks and improving our overall security. We’ve worked with other IT firms in the past, but Connectability is the best fit by far. Their combination of proactive guidance, effective issue resolution, and day-to-day responsiveness makes them an exceptional partner for any business.
We engaged Connectability early in 2015. We have been very happy so far. The response time is swift and the staff are very knowledgeable. I like the way Connectability offers multiple solutions to issues. It makes the decision process easier – who doesn`t want that when it comes to their IT concerns?
The team at Connectability has provided our organization with expert IT service for the past eight years. Regardless of the size or complexity of the issue we may be facing, the staff at Connectability respond quickly and are always able to resolve our issues promptly and competently. They also provide us with expert advice on new purchases and through their relationships with manufacturers, have been able to put together custom hardware packages that meet our needs in every way. Our organization appreciates the efforts made by Connectability to explore new products and strategies that might benefit their clients. For example we are now using their Cloud backup solution and have the added comfort of knowing our important files are always retrievable. For expert knowledge and excellent service, Connectability is definitely our number one choice.
Connectability has been our most important discovery in the service world that supports the operations of our business. Since 1998, all our Head Office computer systems, both Mac and PC, have relied on the immediate response and expert, cost-effective maintenance of the Connectability team. I can’t begin to quantify the savings in our staff time and effort.
It has been a pleasurable experience working with the team from Connectability. We have had some very specific needs for network and communications infrastructure. They provided us with expertise and reliable solutions from the leading edge of technology that have solved many of our problems. Connectability is responsive in emergency situations. They are diligent and conscientious in addressing outstanding problems until an effective solution is found. As a VAR (Value Added Reseller), Connectability’s partnership has been invaluable; their pricing is competitive; their support – priceless.
My firm switched to Connectability five years ago and it was one of the best decisions we made. Ted and his team are extremely responsive to our needs – however small the problem may be they are always patient and come up with creative solutions. In one instance a key computer was infected with malware late at night and Connectability was in my office first thing the next morning for as long as it took to resolve the issue. We are delighted with the support provided by Ted and his team.
Expert support across all IT domains
Get end-to-end IT management, including proactive maintenance, updates, and support tailored to the needs of wealth management firms, ensuring uninterrupted operations and robust system health.
Safeguard client data and assets with multi-layered cybersecurity, mandatory security baselines, and ongoing risk assessments designed specifically for the wealth management sector.
Leverage expert support for complex IT projects, whether migrating systems, implementing new platforms, or upgrading infrastructure, driven by documented processes and industry best practices.
Enhance your in-house IT team’s capacity with flexible, co-managed IT services that fill skill gaps, cover overflow, and provide specialized expertise whenever you need it most.
Ensure seamless server and workstation management with real-time monitoring, patch management, and rapid issue resolution to keep your team productive and secure.
Empower your firm with strategic IT consulting, aligning technology roadmaps, compliance needs, and business objectives for future-ready growth.
Maintain business continuity with robust backup solutions, disaster recovery planning, and quick restoration capabilities, minimizing downtime and protecting your reputation.
Streamline compliance management with automated controls, audit-ready reporting, and processes built to satisfy industry regulations and client expectations.
Deliver responsive help desk support with highly trained, approachable technicians who resolve issues quickly, ensuring high satisfaction and minimal disruption for your staff.
End Users Supported
Customer Satisfaction
Issue Resolution Time
Safeguard every client interaction with proactive, industry-leading cybersecurity standards. Connectability ensures all wealth management organizations meet a mandated minimum level of protection, so you never have to worry about falling short of compliance or exposing client assets. Rely on a team that prioritizes prevention and delivers measurable risk reduction for your firm.
Experience secure, strategic IT that helps protect client assets and drives growth.
Transform your firm’s IT from a cost center into a competitive advantage. Connectability’s approach blends responsive support, ongoing optimization, and deep industry knowledge to align technology with your business goals. Experience higher uptime, greater efficiency, and scalable solutions that keep you ahead in a fast-evolving market.
Meet the highest standards for compliance and service delivery. With over 30 years of experience, Connectability supports wealth management firms with documented processes, measurable service levels, and a consultative approach. Expect low client churn, high satisfaction, and IT that grows with you, delivering real value every step of the way.
Wealth management IT services provide comprehensive support for your entire IT environment. This includes ongoing help desk support, cybersecurity protection, server and workstation management, infrastructure monitoring, and project-based assistance. You also gain access to expert consultants who help ensure your technology is secure, compliant, and able to keep up with the fast pace of the financial industry.
With wealth management IT services, your firm benefits from proactive security measures that safeguard sensitive client data. You receive:
This approach helps you build client trust and protect your firm’s reputation.
Getting started is simple. First, you’ll have a consultation to discuss your firm’s needs and challenges. An IT assessment follows, which reviews your current systems and identifies areas for improvement. From there, a tailored plan is developed, and onboarding includes documentation, security upgrades, and a smooth transition to ongoing support so you can focus on your clients.
Pricing for wealth management IT services is typically based on the number of users, devices, and the level of support required. You receive predictable monthly costs with no hidden fees, which makes budgeting straightforward. Customized packages are available to fit your firm’s size and specific needs, ensuring you only pay for what you use.
You benefit from over 30 years of local expertise, a highly responsive support team, and mandatory cybersecurity standards that protect your firm’s reputation. The focus is on proactive solutions, measurable outcomes, and strategic guidance tailored to wealth management firms. Consistently high customer satisfaction and low client turnover reflect the value and trust you can expect.
