- Quarterly IT Audits to make sure end users are within the most up to date regulations.
- Assistance in vendor management to stay within compliance regulations.
- 7AM – 7PM Monday – Friday Unlimited Remote Support
- Industry Leading Anti-Virus.
- Network Device Monitoring.
- Cyber Security / Encryption Management.
- Windows Update and 3rd Party Patch Management.
Standard SupportGetting Started
$ 120.00Per Month
$ 175.00Per Month
- Includes the Standard Support offerings
- Onboarding Onsite Visit (included)
- Monthly update meetings
- 24/7/365 Unlimited Support
- Discounted Hardware
- Virtual CTO (Dedicated Support Rep who will be able to guide and hold your hand through any IT challenges, meetings, business decisions)
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.