Los Angeles financial advisors and business managers serve entertainers, athletes, founders, real estate families and professionals across the region. With ITServices.Tech, Los Angeles financial advisors get a full managed IT service that takes in the help desk, cyber defense, data backup and IT budgeting.
Wealth in Los Angeles
Advisors in Century City, Beverly Hills, Santa Monica and Pasadena serve clients whose income can be irregular and whose names are recognized. Business management firms often pay clients’ bills, run payroll for household staff and handle their accounts.
DFPI and the SEC
Below the SEC’s asset threshold, California advisers register with DFPI. Either way, the 2024 rewrite of Regulation S-P expects a plan for responding to a breach, checks on vendors that touch client data and letters to clients whose data is exposed. Writing those policies is your CCO’s job; building the technical safeguards and keeping their logs is ours.
Bill pay and fraud
Business managers who pay bills for clients are a target for fake invoices and changed bank details. Two approvers for payments, call-back verification and alerts on new payees protect client money.
Privacy for well-known clients
Client lists, addresses and account details are valuable to outsiders. Strict access, encrypted devices and careful vendor reviews protect clients’ privacy.
Family offices
Single and multifamily offices in Brentwood and Pasadena run payroll, property, aviation and philanthropy for one family. Each function needs its own access, and the family needs a simple way to approve big payments securely.
Archiving
Approved email, text and chat are captured automatically, and anything off the approved list is blocked on firm phones, so an exam request can be answered straight from the archive.
IT services for Los Angeles 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.
California data rules to know
California’s privacy laws, including the CCPA, give residents rights over their personal information and raise the stakes of a breach.
Office hours in Los Angeles
Office hours for Los Angeles clients are Monday to Friday, 8:00 AM to 5:00 PM Pacific, in your own time zone.
Read more about IT for financial advisors, managed IT services in Los Angeles or all IT services in Los Angeles.