Reduce slow support delays with a 6-second average phone response for urgent IT issues.
Keep advisor workflows moving with 90% first-call resolution from an in-house helpdesk.
Lower technology risk with alignment reviews measured against 280+ best practices and standards.
Plan smarter IT spending with vCIO guidance and proactive roadmap reviews up to 24 months ahead.
Protect sensitive client data with security-focused management trusted by over 100 companies.
See why organizations rely on responsive service, clear guidance, and proactive IT management.
Our company has had a contract with PCS for the past few years.
We have 5 different locations.
They have done a good job taking care of us so we do not have any cyber or network issues in our company. They have made some good recommendations that we have done and do not regret any of them.
I would recommend them for any size company.
Mike Sargent
Morgan Steel
Anytime I have had to deal with PCS everyone has been extremely helpful. I talked with Thomas today and he was so good and helped me take care of problem and was so delightful in doing it. Thanks
Sylvia Westrich
Christ Community Health Services
We have worked with PCS for about 12 years now. I have nothing but incredible things to say about their extensive IT knowledge, medical knowledge, and their next level managed services module.
We truly could not be more thankful and appreciative of the high level support.
Blair Brewer
Midsouth Internal Medicine
Having worked with Carmen, Kevin, and Jason—and with Carmen and Kevin for a very long time—I would be remiss not to say: it’s more than just trust. It’s not just, “Here’s what you need, here’s what you should do, here’s the price.” I trust these guys to guide me in the right direction, and I don’t generally question it, because it’s never been the wrong move.
Ruben Sidhu
Desoto Children's Clinic
We’ve been working with PCS now for about four years. It’s been a great relationship—we’ve really enjoyed it. The entire team at PCS is just fantastic to work with, and they provide us so much support, allowing us to really focus on what we do best. Their responsiveness to us is just outstanding. Their accessibility, their ability to meet us where we are—I think that’s very important.
Scott Beatty
CEO, Absolute Storage Management
If there’s a problem, we call them up. A lot of times, they take care of something before we even know that it’s an issue. They had a plan, we had training, and then we implemented and learned really quickly from each other—but they were there. Overall, our processes are easier and more streamlined. And whenever there’s a question, we know exactly who at PCS to get a hold of quickly.
Dr. Brad Cole
Cole Pain Therapy
Our relationship with PCS dates back about 25 plus years. Definitely our processes are easier now that we’re working with PCS. All through, the needs at PCS were met with quick responses and we get through our daily processes a lot quicker than we used to prior to having PCS. I guess the top reason that I could recommend PCS, and do recommend PCS frequently, is the people.
Lisa Pruett
Mid-South Internal Medicine
Advisors and administrative teams need fast answers when technology interrupts client service. PCS-MS provides responsive and accessible support through an in-house helpdesk, with remote and on-site assistance designed to resolve issues quickly and reduce unnecessary escalation.
Support covers workstations, applications, access issues, printing, connectivity, and daily user needs, helping your team stay productive without depending on internal staff to troubleshoot business-critical systems.
Sensitive client information, account workflows, and financial applications require a security-first IT approach. PCS-MS helps strengthen your environment with layered protections such as endpoint security, firewall management, monitoring, MFA, anti-phishing tools, and security awareness training.
The focus is practical risk reduction: fewer avoidable incidents, better visibility into threats, and stronger controls around the systems your team depends on every day.
Compliance pressure can be difficult to manage without a clear IT process. PCS-MS supports regulatory compliance planning for NIST, HIPAA, PCI, and other applicable standards by helping identify gaps, document priorities, and align security controls with business risk.
Guidance can also include Cybersecurity framework alignment, policy support, compliance monitoring, and remediation planning, so decision makers have a clearer path forward.
Cloud systems and backup strategies should make daily operations more resilient, not more complicated. PCS-MS helps assess, support, and manage cloud environments, secure storage, cloud backup, hosted systems, and disaster recovery options based on your operational needs.
The goal is to protect data, support remote work, and improve recoverability while keeping your infrastructure aligned with performance, security, and continuity requirements.
Network issues can slow client service, disrupt advisor productivity, and create avoidable security exposure. PCS-MS works inside client environments every day through centralized services that monitor critical systems, patch software, manage firmware, and review network health.
This ongoing attention helps identify out-of-alignment items before they become larger disruptions, supporting stable connectivity, stronger security, and smoother daily workflows.
Technology decisions are easier when leadership has a clear, prioritized roadmap. PCS-MS vCIOs use a Technology Alignment Framework to compare your environment against 280+ best practices and standards, then review findings with decision makers quarterly.
This process helps plan IT spending, reduce operational surprises, prioritize remediation, and connect technology improvements to business continuity, security, and productivity goals.
PCS Managed Services helps wealth management teams keep technology stable, secure, and easier to manage. From advisor workstations and remote access to network performance and data protection, PCS-MS focuses on minimizing disruption and protecting sensitive client information.
Daily system management, responsive support, and quarterly technology reviews give your leadership team a clearer view of risk, budget priorities, and next steps.
Wealth management technology needs more than reactive troubleshooting. PCS-MS supports your environment with structured processes designed to reduce downtime, improve security posture, and make IT decisions easier to prioritize.
Get a clearer roadmap for security, continuity, and daily support.
Technology should support trust, continuity, and productivity. PCS-MS aligns your systems against 280+ best practices and standards, then helps your decision makers understand what needs attention first.
Security planning can include a Cybersecurity framework and regulatory compliance guidance for NIST, HIPAA, PCI, and other applicable requirements, without overcomplicating daily operations.
Wealth management IT services provide continuous monitoring, daily system management, and in-house helpdesk support tailored for financial teams. You receive proactive risk assessments, quarterly technology alignment reviews, and security controls designed to protect sensitive client data. The service also includes support for advisor workstations, cloud solutions, compliance guidance, and clear remediation roadmaps for decision makers. All technology is aligned against 280+ industry best practices and standards to minimize risk and disruption.
By actively monitoring your systems every day, you benefit from fast response to issues, often within a 6-second average for urgent calls. Most problems are resolved on the first contact, minimizing disruption to daily operations. Proactive maintenance and quarterly reviews help spot potential risks before they result in outages, keeping advisor workflows running smoothly and protecting client-facing operations.
You begin with an assessment of your current technology environment using a proven technology alignment framework. This process benchmarks your network and systems against 280+ best practices to identify areas needing improvement. You then receive a prioritized remediation roadmap and ongoing quarterly reviews to track progress, adjust strategies, and ensure your IT stays aligned with your business goals and compliance requirements.
Pricing is based on a comprehensive service level that addresses the unique needs of your firm, without confusing tiered packages. You can add higher-level security or specialized options as needed. Onboarding generally includes an initial assessment, remediation planning, and transition to active management, typically completed within a few weeks depending on your environment’s complexity. You receive clear guidance on each step before services begin.
You benefit from local, in-house helpdesk support with rapid response and no outsourcing, ensuring personalized assistance from professionals familiar with your systems. The unique technology alignment process, measured against 280+ standards, delivers clear, prioritized roadmaps and regular reviews with a dedicated vCIO. Daily system management and a focus on measurable outcomes help you minimize risk, maintain compliance, and keep operations running smoothly, backed by proven metrics like 90% first-call resolution and high client satisfaction.
