Austin financial advisors help founders, engineers and executives turn stock and options into lasting wealth. ITServices.Tech delivers IT services for Austin financial advisors: support, security, backups and planning under one agreement.
Wealth management in a tech town
Dell is based in Round Rock, Tesla moved its headquarters to Austin, and Apple, Samsung and hundreds of startups employ people with equity compensation. Advisors here spend a lot of time on stock option strategy, concentrated positions, liquidity events and the tax planning around them, for clients who expect modern, secure digital service.
Your regulator is down the street
The Texas State Securities Board, based in Austin, registers investment advisers that fall below the SEC threshold, while larger advisers register with the SEC and follow its rules, including the 2024 amendments to Regulation S-P on incident response, vendor oversight and breach notice. Whichever applies to you, examiners want to see access controls, encryption, archived communications and a plan for incidents. We provide the technical side; your compliance lead owns the policies.
Clients who live online
Tech-savvy clients expect secure portals, e-signature and video meetings, and they notice when security feels outdated. A client portal with MFA, e-signature workflows that do not leak documents and a firm rule that no money moves without a phone call to a known number give them convenience without risk.
Protecting a small team
Many Austin advisory firms have fewer than ten people, so one compromised mailbox can expose every client. MFA, managed devices, email impersonation protection and a quick way to cut off access when a device is lost protect the whole book of business.
IT services for Austin financial advisors
- Email compromise protection for money movement requests
- Secure client file sharing
- MFA and device encryption
- Documentation for due diligence questionnaires
Everything runs under one managed IT agreement, with the help desk, monitoring, patching, Microsoft 365, security and backups handled by the same team.
Software we support
We support the systems you already run, such as Redtail, Wealthbox, Salesforce, eMoney and MoneyGuidePro, along with portfolio tools like Orion and Black Diamond and custodian portals, without making you replace them.
Texas data rules to know
Under Texas law, a business must notify affected people of a breach of their sensitive personal information within 60 days, and the Texas Attorney General within 30 days when 250 or more Texans are affected.
Office hours in Austin
Office hours for Austin clients are Monday to Friday, 8:00 AM to 5:00 PM Central, in your own time zone.
Read more about IT for financial advisors, managed IT services in Austin or all IT services in Austin.