Efficient. Compliant. Secure.
4 Support
- 24/7 Emergency Access
- Dedicated Relationship Partner
- Remote Support
- Onsite Hardware & Email Set Up
4 Efficiency
- Vendor Management
- Technology Integrations & Evaluation
- Hardware & Software Management
- Hardware Discounts
4 Security
- Defense Against Cyber Attacks
- Full Disk Encryption
- Corrective Monitoring
- Proactive Computer Monitoring
4 Advisors
- Knowledge of SEC/FINRA Regulations
- Interface with RIA or B/D Tech Departments
- Compliance Support
- Free Tech Audit
Welcome to We Handle Tech: 4 Advisors!
“WHT: 4 Advisors is here to take the stress and time out of technology management and compliance for advisors, allowing you to focus on your business.” – Travis Goldstein, Founder
30+
Years of experience
8
Dedicated team members
