The We Handle Tech team is here to support
We handle any technology issues that arise in your practice. When you partner with us, we’ll visit you onsite to set-up your hardware and make sure your software is functioning. Throughout our relationship, you’ll have a dedicated partner who can remote into your system to resolve any issue. Have an emergency outside of business hours? No worries, we offer 24/7 emergency support to ensure your technology continues to run smoothly.
We handle defending your business against cyber-attacks. Financial institutions are among the most targeted by cyber criminals. We take a proactive and corrective approach to monitoring your computer, including a full disk encryption. We also equip your office technology with industry leading anti-virus software. Protecting your clients’ data is as important to us as it is to you.
We handle keeping you in compliance with the latest industry standards. We continually research SEC/FINRA regulations, so we stay informed on the requirements that keep your clients safe. We will directly interface with RIA or Broker/Dealer technology departments to make sure your office is adhering to their protocols and standards. When it’s time for your scheduled audit, you can feel at ease as we are constantly assessing your technology to ensure that it is up to standards and ready for review.
We handle navigating through any hiccups that come with technology adoption. For financial advisors, technology jargon can sound like a foreign language, making it difficult to know what’s needed to truly run an efficient practice. From making recommendations to offering discounted hardware, we ensure you have the physical technology you need to conduct business each day. Looking to add enhanced fintech to your practice? We will communicate directly with the vendor to make sure any software integrates seamlessly into your business.
Need more info? Check out our most frequently asked questions.
What kind of services does We Handle Tech: 4 Advisors provide?
We Handle Tech: 4 Advisors (WHT4A) is an all-in-one technology provider equipped to handle IT issues through both remote and in-person support. We also help you stay compliant with broker-dealer requirements as well as regulations from FINRA and the SEC.
We provide foundational/fundamental, day-to-day IT operations and support that help mitigate technology challenges while keeping advisors ahead of the curve with new technology opportunities. The WHT4A team is highly trained in financial regulatory bodies to help ensure that your practice stays compliant, ensuring your clients can feel at ease knowing you are keeping their information safe and secure.
How big does my company need to be to utilize these services?
Any firm, from solo practitionersto multi-advisor offices with support staff, can utilize the benefits and services provided by We Handle Tech: 4 Advisors.
Small to medium-sized companies typically use our team to provide full IT services and compliance management so they can solely focus on their core business while maintaining cost control. Larger-sized firms utilize our team to free up their resources by handling day-to-day tasks so their in-house staff can focus on more strategic initiatives.
How affordable are your services?
Our standard ($120/mo) and premium ($175/mo) pricing options are designed to bring quality yet affordable service to any advisor looking to outsource technology assistance, from covering your most important needs to providing white-glove service.
Do you require long service contracts?
No, we don’t lock you in with contracts. You are free to cancel at any time with a 30-day notice.