Managed IT Services for Wealth Management and Financial Services Firms
Secure, responsive IT for wealth managers, investment advisers, and financial services firms. We protect your client data, support your team, and keep your systems ready for audits, regulators, and growth.
When IT fails, your clients pay the price.
We make sure they don't.
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A former employee still has access to client trust accounts.
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Financial records are scattered across email, local drives, and personal devices.
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An adviser cannot access a client’s portfolio documents during a review meeting.
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Lodgement deadlines are missed because the practice management system crashes.
These issues expose confidential client data, breach professional obligations, and create liability when regulators or insurers ask questions. They frustrate your team, delay billable work, and damage the reputation you've spent years building.
You need IT and cybersecurity support that fits how you practise, protects client trust wherever your team works, and keeps your firm focused on advice instead of fighting technology problems.
One team keeping your people, data, and clients protected.
What You Get With All IT Services
Audit-ready systems from day one
Identity and access management, documented change processes, clear records of who accessed what and when, and systems designed to meet regulatory expectations.
Cybersecurity that protects client data without slowing your team
Multifactor authentication, encrypted devices, secure file sharing, and network cybersecurity configured so advisers can work productively while client data stays protected.
Evidence for audits, insurers, and regulators
Documentation of system changes, access reviews, backup and recovery testing, and incident response procedures ready when auditors or APRA ask.
Planned changes that won’t disrupt client work or compliance
Updates and system modifications are planned, documented, tested, and communicated so nothing disrupts client work or creates compliance gaps.
THE All IT Services WAY
How We Support Financial Services IT
Identity and access done properly.
Role-based permissions, access reviews, MFA, and documented onboarding and offboarding.
Client data secured at rest and in transit.
Encrypted devices, secure email, controlled file sharing, and network segmentation.
Backup and recovery tested regularly.
Scheduled backups, offsite storage, and recovery procedures you can rely on.
Vendor and third-party risk managed.
Clear oversight of suppliers, platforms, and access for audits and compliance.
We support wealth management firms, financial planning practices, and investment advisers across Australia with 30 or more staff. We tailor IT systems and cybersecurity that meet regulatory obligations, protect client data, and support high volume advisory teams.
Specialist Solutions
Explore Our Financial Services IT Solutions
Cybersecurity & APRA Compliance
Security controls aligned to APRA CPS 230, CPS 234, and Essential Eight.
Learn MoreMergers & Acquisitions IT
Secure IT integration for practice transitions and acquisitions.
Learn MoreWho We Support
IT Support for Wealth Management & Financial Services Firms
We provide secure, dependable IT support for wealth management and financial services firms across Australia — from boutique advisory practices to multi‑office firms operating at scale.
We understand the regulatory pressure, risk exposure, and trust placed on financial professionals. Our role is to deliver IT environments that are stable, secure, and compliant — so advisers can focus on clients with confidence.
Wealth Management & Financial Advisory Firms
We support advisers with technology that protects sensitive client data, supports daily operations, and meets industry compliance expectations. Our systems are designed to be reliable, well‑managed, and easy to work with.
Accounting, Tax & Professional Services
For firms handling confidential financial information, we provide IT support that prioritises security, access control, and business continuity — without over‑engineering or disruption.
Compliance‑Driven Financial Organisations
We work with firms operating under strict regulatory and governance requirements. Our team designs and maintains IT environments that support compliance, audit readiness, and risk management.
Multi‑Office & Growing Financial Firms
For firms expanding across locations or teams, we provide standardised IT environments, centralised security, and consistent support — making growth, onboarding, and change easier to manage.
Finance Services Solutions We Deliver
Mergers, acquisitions, and practice transitions
When your firm acquires another practice, merges with a competing adviser group, or brings on a new partner with their own client book, you inherit different systems, data formats, and compliance histories. We assess both IT environments, plan the data migration, consolidate practice management platforms, and merge client records securely. We handle the technical side of licence transfers, email domain consolidation, user account migration, and regulatory record retention so you meet ASIC, APRA, and Privacy Act obligations during the transition. You'll have a clear timeline, documented migration steps, and audit records of how client data moved between systems. For succession planning and practice sales, we prepare documentation of your current IT environment, cybersecurity controls, and compliance posture so buyers understand what they're acquiring and regulators see continuity of data protection.
Built for APRA CPS 230, CPS 234, Privacy Act, and AUSTRAC
Financial services and accounting firms face increasing scrutiny over information cybersecurity and operational resilience. Our approach addresses APRA CPS 230 (operational risk management) and CPS 234 (information cybersecurity) requirements, Privacy Act obligations for client data, and AUSTRAC reporting standards. We provide documented evidence of controls, testing, and incident response for audits and regulatory reviews.
Supporting advisers and accountants who prioritise compliance
We manage IT for financial planning firms, wealth management practices, investment advisers, accounting firms, bookkeeping services, and SMSF administrators across Sydney, Melbourne, Brisbane, Gold Coast, Northern Beaches, Central West NSW, and Northern Rivers NSW. From sole practitioners to multi-partner firms with fifty-plus staff, we tailor systems and cybersecurity to match regulatory obligations and client service standards.
Cybersecurity aligned to Essential Eight and SMB1001
We implement and manage cybersecurity controls aligned to the Australian Essential Eight and the SMB1001 framework. This includes multifactor authentication, device hardening, patching, secure backups, access control, and ongoing monitoring. For regulated financial services firms, this provides a clear, practical security baseline that reduces breach risk and produces evidence insurers, auditors, and regulators expect to see.
Operational resilience and business continuity
We design and test backup and recovery for critical systems, including CRMs, document management, and client data. This supports APRA CPS 230 and ensures your firm can continue operating through outages, cyber incidents, or system failures.
Guides and Articles for Finance Teams
The AI-Ready Professional Services Firm (2026)
A compliance and governance playbook for Australian financial services firms. Covers APRA CPS 230, the Privacy Act ADM rule, APES 110 and 320, the Cyber Security Act 2024, and 10 controls every regulated firm needs.
IT Onboarding for Not‑for‑Profit Organisations
A practical guide to onboarding IT for not‑for‑profits, covering security, staff access, devices and cost‑effective setup.
Watch & Learn
Explore our curated collection of videos designed to inform and inspire.
The Risk MSPs Shouldn’t Be Owning
Tom chats with Tim Golden, founder of Compliance Scorecard, about how MSPs can turn governance, risk, and compliance (GRC) into a business advantage — not just a checkbox exercise.
Frequently Asked Questions
Yes. We structure identity management, access controls, change management, backup processes, and incident response to align with APRA requirements and provide documented evidence for audits.
Yes. We secure access for advisers and support staff working from the office, home, or client sites. Devices are encrypted, access is protected with multifactor authentication, and permissions are controlled so client data remains protected while your team can work efficiently wherever they are.
We manage IT during mergers, acquisitions, and practice transitions by assessing both environments, planning secure data migration, consolidating CRMs and client platforms, and maintaining clear records of how client data is handled. This ensures continuity of service, compliance with regulatory obligations, and minimal disruption to advisers and clients.
We design and manage IT controls that support operational resilience and information security. This includes access management, cybersecurity controls aligned to the Essential Eight and SMB1001, tested backups and recovery, third-party risk oversight, and clear documentation that supports APRA reviews, audits, and insurer requirements.
Our services are built for established wealth and financial services firms with 20 or more users. This allows us to properly support complex platforms, regulatory obligations, and the operational needs of larger advisory teams.
We support wealth management, investment, and financial services firms across Australia. With offices in Sydney, Melbourne, Brisbane, and Orange NSW, we provide consistent national coverage backed by teams that understand regulated financial environments.
What happens next
Book a 20‑minute conversation with our Finance IT team.
If you’re in financial services and need IT that’s transparent, accountable, and built for regulated environments, the next step is a short readiness chat. You’ll gain clarity on your current setup, key risk areas, and what to address first.
Call our Director of Business Development, Tom Buckley, on 0424 444 609 or contact us below to start the conversation.