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Our Clients

Exceptional Results for Wealth Management Firms

Hear how leading firms experience seamless migrations, rapid support, and ongoing peace of mind.

Our Partners

All-Inclusive Wealth Management IT Services

Comprehensive solutions for your business

Structured Onboarding & Transition

Comprehensive onboarding includes a full IT audit, transition planning, and team education, ensuring a seamless start and rapid issue resolution for your firm.

Unlimited Support & Maintenance

Unlimited remote and on-site support for all users, covering troubleshooting, maintenance, and proactive monitoring with no extra fees or surprise charges.

Azure Cloud Desktops & Servers

Azure cloud desktops and server solutions deliver secure, scalable access for advisors, enabling remote work, strong compliance, and business continuity.

Cybersecurity & Data Protection

Cybersecurity services include daily backup checks, staff training, and advanced threat detection tailored to financial industry regulations.

vCIO IT Strategy & Planning

IT strategy and budget planning from an experienced vCIO, aligning your technology with business goals and industry best practices.

Account Reviews & Reporting

Regular account reviews and performance reporting deliver transparency, track IT improvements, and highlight areas to optimize your operations.

Cloud Migration Services

Proprietary cloud migration process ensures data integrity, minimal downtime, and staff readiness during transitions to new platforms.

Flexible Contracts

Flexible, 60-day notice contracts let you adapt to business needs, no hidden penalties or lock-in, providing true peace of mind.

End-User Training & Support

End-user training on Microsoft software, security awareness, and best practices, empowering your team to leverage technology with confidence.

Proven Results and Reliable IT Outcomes for Wealth Firms

98.3%
Client satisfaction rate
3 min
Average support response time
27 Years
Years of IT expertise

The Right IT Foundation for Wealth Management Success

Professional team collaborating on technology solutions for Wealth Management IT Services success.
Expert team providing Wealth Management IT Services for measurable improvements in financial technology solutions.

Expert Guidance and Measurable IT Improvements

Book a Consultation to Secure Your Wealth Management IT

Discover how expert IT support can transform your wealth management operations.

How Seamless IT Migration Elevated a Wealth Management Firm

Answers to Common Wealth Management IT Questions

How does onboarding work for wealth management firms?

Switching to iMedia Technology is designed to be seamless and low-stress. The onboarding process is fully managed, including a detailed 90-day plan, communication with your previous provider, and hands-on support for your team. Expect clear documentation and proactive problem-solving, making the transition smooth and worry-free for your wealth management firm.

Is IT support really unlimited and all-inclusive?

All IT services for wealth management are provided for a flat, predictable fee per full-time employee. This includes unlimited remote and on-site support within the local Massachusetts area, ongoing monitoring, cloud desktop solutions, and proactive security, so you can budget confidently without surprise costs or hidden fees.

How quickly are IT issues resolved?

Expect a significant reduction in recurring IT issues, on average, new clients see a 75% drop in technical problems within the first three months. With fast response times and a focus on first-call resolution, most issues are solved immediately so your team stays productive and focused on clients.

Are there long-term contracts or cancellation fees?

Yes, all agreements are flexible and never lock you into a long-term commitment. You can leave at any time with a 60-day notice, giving you peace of mind and the freedom to make the best decisions for your business without penalty.

How does iMedia Technology protect sensitive client data?

iMedia Technology takes security seriously, providing robust protection for sensitive client data, ongoing cybersecurity monitoring, and daily backup checks. Proactive measures, user training, and up-to-date defenses help keep your wealth management firm protected against evolving threats.