Connectability Inc.

Wealth Management IT Services

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.

Request a Quote for our Wealth Management IT Services

Clients Trust Connectability for Secure IT Solutions

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.

Diane Davy
Executive Director, Work in Culture

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.

Scott Jones
General Manager, KB Components Toronto Inc.

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!

Harry Lee
IT/Administration, Creative Outdoor InSite Street Media & Focus Media Group Inc.

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.

Brian Leon
CEO, Choice Hotels Canada

Connectability has a team of IT professionals who are always ready to assist. Even if my primary technician is unavailable, I can rely on someone from the team to resolve my IT issues. Connectability goes above and beyond for their clients. Not only do they provide great services, they also offer free resources like webinars, free reports, security tips, and checklists. Connectability is very reliable and responds promptly to my technology issues. With Connectability I get to experience worry-free IT service.

Shahla Navai
Internal Coordinator, CESAR

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?

Cathy Matyskiel
Office Manager, MD+A Health Solutions

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.

Rae Roebuck
Partner, First Leadership Limited

Connectability has been my sole source for hardware, networking and consulting services for over ten years now. The company has always been professional, responsive and cost-effective. I highly recommend Connectability to any business organization looking to improve its Information Technology resources.

James Adessky, C.A.
Chief Financial Officer, Murray & Company

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.

Dr. Barbara C. Eastman
President, The Probyn Group

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.

Arnold Moore, CMA
IT Manager, Elte Carpets & Home

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.

David Fine
President, Fine Communications Inc.

As of May 2019, Connectability has been managing our IT needs and has given me peace of mind about the reliability of our IT systems. Connectability is reliable and responsive and provides me with resources and solutions that enable my team to be successful. Whatever your needs are, whether it is cyber security or infrastructure support, they have knowledgeable engineers who can help. Plus, they offer a solid guarantee.

Tom Koehler
Information Systems Manager, Innotech

Connectability is always ready to help whenever you need it. IT issues happen at all hours of the day and the staff at Connectability understand that it is critical to get your IT infrastructure operating for your business hours. They are responsive and available – 24/7. They are willing to work on evenings and weekends to have everything operating properly by 8am Monday morning! Connectability has more knowledge about our infrastructure than anyone else we’ve ever worked with. They are pro-active and keep us updated about the latest technologies and tools. They find solutions to keep our IT infrastructure running optimally during these challenging times of cyber threats and understand our business’s heavy dependence on essential IT infrastructure. Once you partner with Connectability to take care of your Business’s IT needs, you can take a deep breath of relief about having reliable IT infrastructure and optimal performance. If anything detrimental happens, they always have your back.

Marian Bukal
IT Director, Plastic Dress-Up

When you work with Connectability, you aren’t just working with a “computer guy”. You gain access to a team of knowledgeable IT professionals who can help in a timely manner. They personalize their solutions for your business needs, and they treat all customers – no matter their size – with the same level of service and response. Whether you have 10 or 100 computers, Connectability provides knowledgeable and responsive service, backed by 25 years of experience. Their IT Consultants are knowledgeable, persistent and passionate about solving technology issues, so that you can work productively and effectively.

Miriam Isenberg
Owner, MDIsenberg

Since we’ve started working with Connectability, they’ve put my worries about our technology to rest. I don’t have to worry about our security, and I know that if we have issues that our IT staff can’t solve, we have someone to turn to.

Liz Gayford
CFO, Creative Outdoor Advertising

Connectability has been our technology partner since December 2018. Their back up support is one of the biggest benefits of having them as our partner. Connectability is helpful when I’m unable to solve the problem or I don’t have the capacity to assist team members in their time of need. Their team is super knowledgeable and can answer any question you have.

Marjorie McCallum
Office Manager, Throughline Strategy

The biggest benefit of working with Connectability is that we are no longer dependent on the availability of our small in-house IT infrastructure and support team to have a comfortable feeling that our IT is taken care of. Connectability truly works as an in-house employee would in the sense that we don’t need to go through an SOW process each time we have an initiative: project work is often undertaken as part of their monthly services. Try Connectability if you want to sleep well at night and not worry about your IT support expenses fluctuating every month. The CEO really cares about client satisfaction and is very approachable.

Michael Issaev
Michael Issaev
CTO, Patient News

That level of trust has really given me the peace of mind that our IT operations are being taken care of effectively. I also feel like they really have our best interest in mind – something you don’t get from every IT provider. If you have any doubts, I recommend reaching out to their CEO Ted and scheduling a call!

Michael Elman
CEO, Plastic Dress-Up Inc

They have provided us with great service and the comfort of knowing that if we have a problem, they quite often know about it before we do, and fix it with minimal down time, if any at all.

Michael Gladstone
General Manager, Royal Lighting

Trusted by:

Comprehensive Wealth Management IT Solutions

Expert support across all IT domains

Managed IT Services

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.

Cybersecurity Solutions

Safeguard client data and assets with multi-layered cybersecurity, mandatory security baselines, and ongoing risk assessments designed specifically for the wealth management sector.

IT Project Services

Leverage expert support for complex IT projects, whether migrating systems, implementing new platforms, or upgrading infrastructure, driven by documented processes and industry best practices.

Co-Managed IT Support

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.

Server & Workstation Management

Ensure seamless server and workstation management with real-time monitoring, patch management, and rapid issue resolution to keep your team productive and secure.

IT Consulting & Strategy

Empower your firm with strategic IT consulting, aligning technology roadmaps, compliance needs, and business objectives for future-ready growth.

Backup & Disaster Recovery

Maintain business continuity with robust backup solutions, disaster recovery planning, and quick restoration capabilities, minimizing downtime and protecting your reputation.

Compliance & Regulatory Support

Streamline compliance management with automated controls, audit-ready reporting, and processes built to satisfy industry regulations and client expectations.

Help Desk & End-User Support

Deliver responsive help desk support with highly trained, approachable technicians who resolve issues quickly, ensuring high satisfaction and minimal disruption for your staff.

Measurable Results for Wealth Management IT

950

End Users Supported

95.7%

Customer Satisfaction

4.2hr

Issue Resolution Time

Proactive security measures ensuring the safety of client data in Wealth Management IT Services.

Proactive Security for Client Data and Assets

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.

Strategic IT planning with continuous monitoring for effective Wealth Management IT Services.

Continuous Monitoring and Strategic IT Planning

  • 24/7 monitoring and rapid response to potential threats
  • Regular vulnerability assessments and compliance checks
  • Detailed reporting and transparent accountability
  • Strategic planning to future-proof your technology stack
  • Expert guidance customized for the wealth management sector

Book a Consultation for Wealth Management IT Services Today

Experience secure, strategic IT that helps protect client assets and drives growth.

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Innovative solutions showcasing Wealth Management IT Services that enhance growth and operational efficiency.

IT That Drives Growth and Efficiency

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.

Team analyzing data charts to showcase Proven Experience in Wealth Management IT Services results.

Proven Experience and Documented Results

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.

Frequently Asked Questions

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:

  • Mandatory cybersecurity standards to reduce risk
  • 24/7 monitoring to detect and prevent threats
  • Regular updates and patches to keep systems secure
  • Guidance to meet compliance requirements and industry best practices

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.