Miami financial advisors and family offices manage wealth for relocated executives, international families and entrepreneurs. ITServices.Tech provides managed IT for Miami financial advisors, bringing the help desk, security, backups and IT planning into one agreement.
Wealth management in Brickell
Brickell has become one of the busiest financial districts in the Southeast, with investment firms, family offices and wealth managers moving in from New York and elsewhere. Many advisors serve clients across Latin America, with accounts, entities and family members in several countries.
Florida OFR and SEC oversight
Smaller investment advisers register with the Florida Office of Financial Regulation, while larger ones register with the SEC and follow Regulation S-P, which since its 2024 amendments includes incident response, vendor oversight and customer notice requirements. Both expect client data to be well protected. We provide the technical controls and records; your compliance officer owns the policies.
Family offices and privacy
Family offices handle investment, tax, legal and personal matters for a single family, often including travel, property and staff. Strict access controls, encrypted devices, secure sharing with outside advisors and careful management of personal accounts protect the family’s privacy.
Impersonation and transfer fraud
Criminals impersonate clients, family members and advisors to request transfers, sometimes using voice cloning or spoofed numbers. Verification through known contacts, impersonation protection in email and staff training on social engineering stop most attempts before money moves.
Communications and archiving
International clients often prefer messaging apps. Firms need to archive business communications on approved channels and block unapproved ones on firm devices. We set up archiving and policies that let advisors stay responsive while keeping records.
IT services for Miami 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.
Florida data rules to know
Florida’s Information Protection Act sets breach notification duties for businesses that hold personal information of Floridians.
Office hours in Miami
Office hours for Miami clients are Monday to Friday, 8:00 AM to 5:00 PM Eastern, in your own time zone.
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