Secure, compliant IT services for wealth management. Twintel protects your firm’s reputation and client data with technology built for RIAs, financial advisors, and family offices.
Specialized IT Support for the Financial Sector
Twintel’s industry-aligned IT support is designed to meet the rigorous demands of the financial industry. We offer technological support for:
- Wealth management firms and RIAs
- Financial advisors and advisory teams
- Family offices and private investment firms
- Multi-location and remote advisory practices
Strategic IT Solutions for Your Financial Success
Twintel is recognized on both the Inc. 5000 list and the global MSP 501 for our commitment to excellence. With over 18 years of experience supporting regulated, data-sensitive industries, Twintel ensures you meet the high standards expected of financial firms.
- Experience with Regulated Environments: We specialize in IT services for wealth management that follow strict compliance standards. We ensure your infrastructure supports your security without sacrificing speed or accessibility.
- Security Without Disruption: Your advisors need constant access to financial tools, CRM platforms, and client portfolios. We implement security measures that run in the background to keep your environment compliant without slowing down day-to-day operations.
- Protection for Sensitive Client Data: Experience faultless security for financial records, investment documents, and personal data. Twintel offers advanced controls specifically designed for finance and advisory work, building that all-important client trust.
- Support for Modern, Mobile Advisors: Regardless of whether your team works in the office, in client meetings, or remotely, we provide secure connectivity and uninterrupted access to the tools they depend on.
Strengthening Your Firm’s Five Key Areas
Twintel’s IT services for wealth management focus on the technology that firms rely on most to maintain credibility and client confidence.
1. Client Portfolio Management & Financial Tools
Ensure reliable, fast performance for your software, including portfolio management systems, trading tools, and financial planning platforms.
2. Compliance, Privacy & Regulatory Requirements
Deploy cybersecurity and IT practices aligned with SEC, FINRA, and CCO expectations to meet auditing needs and privacy regulations.
3. Data Security, Encryption & Identity Protection
Safeguard personal financial data, investment documents, and client records with encryption and identity protection measures.
4. Internal Collaboration & Client Communication
Get the most out of secure Teams and SharePoint workspaces, protected file sharing, and encrypted email built for regulated environments.
5. Reporting, Document Management & Audit Preparedness
Maintain consistent, secure data for accurate reporting and minimize risk during audits or compliance reviews.
Services Tailored for Financial Advisors
We offer a full range of wealth management IT solutions designed to keep your firm secure, compliant, and efficient.
Managed IT Services
Managed IT services provide full-service IT support, including day-to-day help desk assistance, vendor management, and ongoing system oversight.
Co-Managed IT Services
If you have an internal IT team, our co-managed IT services provide added expertise to strengthen your existing resources.
Financial-Grade Cybersecurity
Protect your firm with MFA, encrypted email, identity access control, phishing defense, and endpoint detection and response (EDR).
Backup & Continuity
Ensure your financial data, portfolios, and Microsoft 365 environments are backed up and capable of rapid recovery to prevent business interruption.
Cloud & Microsoft 365 Optimization
We handle security hardening, licensing management, and the setup of secure collaboration tools to streamline client document workflows.
Advisor Mobility & Asset Management
From secure mobile device management to lifecycle planning, we make sure your analysts and advisors have secure, standardized hardware, no matter where they meet clients.
[CTA Button: More About Our IT Services]Serving Los Angeles, Orange County, Riverside & San Bernardino
Twintel supports financial advisors and wealth management firms across Southern California. We provide rapid on-site response, secure remote access for advisors, and multi-location support to keep your operations in full flow.
Request Your Free IT & Cybersecurity Assessment
Designed with wealth management and advisory firms in mind, this no-obligation assessment helps you identify any risks in your security posture.
What is included:
- Financial data security evaluation
- Identity and access control review
- Secure email and phishing risk analysis
- Backup and continuity readiness check
- Device, VPN, and remote access security review
- A 30-day improvement roadmap with quick-win recommendations
Get actionable insights in just two weeks with no cost.
Frequently Asked Questions
Do You Work with Wealth Management and Financial Advisory Firms?
Yes. We specialize in providing IT services for wealth management, supporting RIAs, investment management firms, financial planners, family offices, and private wealth practices.
Can You Support Our Financial Software and CRM?
Absolutely. We assist with the specific tools you rely on, such as Redtail, Orion, Black Diamond, Tamarac, eMoney, Salesforce, and others.
Can You Help Us Stay Compliant with SEC/FINRA Expectations?
Yes. We implement cybersecurity, documentation, access controls, and data protection strictly aligned with regulatory expectations and audits.
How Do You Help Financial Firms Avoid Cybersecurity Incidents That Could Impact Client Trust?
We take a proactive approach using cybersecurity tools, including continuous monitoring, phishing defense, and identity protection. By stopping threats before they breach your network, we protect your firm’s reputation and your clients’ assets.
What Does the Free Assessment Include?
It includes a detailed review of your cybersecurity posture, device health, identity controls, backup systems, and secure remote access capabilities.
Partner with Twintel to Enhance Your Firm’s Technology
Your clients rely on your expertise to grow their wealth. You can rely on ours to protect IT. Twintel keeps your firm secure, compliant, and efficient. Rest easy, knowing your IT needs are taken care of and your clients’ wealth and data are secure.