Managed IT For Wealth Management And Financial Services Firms
Secure, responsive IT for wealth managers, investment advisers, and financial services firms. We protect client data, keep your team productive, and keep your systems ready for audits, regulators, and growth.
We Make Sure They Don't.
These situations expose confidential client data, breach professional obligations, and create liability when regulators or insurers ask questions. You need IT that fits how your firm operates.
Offboarding gaps leave ex-staff with active access to sensitive financial records. We manage access controls and offboarding so every account, device, and permission is closed the moment someone leaves.
Client data spread across personal devices and uncontrolled cloud storage creates compliance risk and makes audits stressful. We centralise, secure, and govern records so your firm is always audit-ready.
Systems that fail at the wrong moment damage client confidence and disrupt billable work. We design reliable, secure access for advisers whether they're in the office, working remotely, or at a client site.
Downtime during critical periods costs you professionally and financially. We provide proactive monitoring, tested backups, and fast incident response so your systems stay up when the pressure is highest.
IT That Fits How Your Firm Operates.
Financial services IT covering APRA compliance, client data security, M&A transitions, secure remote work, and platform management — built around regulatory obligations and high-volume advisory teams.
Identity and access management, documented change processes, and clear records of who accessed what and when — designed to meet regulatory expectations before auditors arrive.
See cybersecurity & compliance →MFA, encrypted devices, secure file sharing, and network security configured so advisers can work productively from anywhere while client data stays protected at all times.
See secure remote work →Documentation of system changes, access reviews, backup and recovery testing, and incident response procedures — ready when APRA, ASIC, or your cyber insurer asks.
See APRA compliance →Updates, migrations, and system modifications are planned, documented, tested, and communicated so nothing disrupts advice delivery or creates compliance gaps during the transition.
See M&A IT services →Clear oversight of Xplan, IRESS, Class Super, and other third-party platforms — covering access, performance, and vendor risk documentation that supports APRA CPS 230 obligations.
See platform management →Scheduled backups, offsite storage, and recovery procedures tested regularly — not just assumed. Designed to meet APRA CPS 230 resilience requirements and keep your firm operational under pressure.
See backup & disaster recovery →Specialist Solutions For Regulated Financial Firms.
Each service area is built around the obligations, platforms, and operational realities of Australian wealth management, investment, and financial planning firms.
Who We Support.
We support 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.
IT that protects sensitive client data, supports daily operations, and meets AFSL and APRA compliance expectations. Designed to be reliable, well-managed, and easy for advisers to work with.
IT support that prioritises security, access control, and business continuity for firms handling confidential financial information — without over-engineering or unnecessary disruption.
IT environments designed and maintained to support compliance, audit readiness, and risk management for firms operating under strict regulatory and governance requirements.
Standardised IT environments, centralised security, and consistent support across locations — making growth, onboarding, and practice acquisitions easier to manage without compliance risk.
Built For Regulated Financial Environments.
From APRA compliance and M&A practice transitions to cybersecurity aligned to the Essential Eight — we deliver IT that keeps your firm protected, audit-ready, and able to grow.
When your firm acquires another practice or merges, you inherit different systems, data formats, and compliance histories. We assess both IT environments, plan secure data migration, consolidate practice management platforms, and handle licence transfers, email domain consolidation, and user account migration. Clear timelines, documented migration steps, and audit records of how client data moved between systems — meeting ASIC, APRA, and Privacy Act obligations throughout.
Explore mergers & acquisitions IT →Financial services firms face increasing scrutiny over information security and operational resilience. Our approach addresses APRA CPS 230 (operational risk management) and CPS 234 (information security) 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.
Explore APRA cybersecurity compliance →We implement and manage security controls aligned to the Australian Essential Eight and the SMB1001 framework — MFA, device hardening, patching, secure backups, access control, and ongoing monitoring. For regulated financial services firms, this provides a clear security baseline that reduces breach risk and produces evidence insurers, auditors, and regulators expect to see.
Explore financial services cybersecurity →We design and test backup and recovery for critical systems — CRMs, document management, and client data — to support APRA CPS 230 requirements and ensure your firm can continue operating through outages, cyber incidents, or system failures. Recovery procedures are tested regularly, not just assumed to work.
Explore backup & disaster recovery →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 50+ staff, we tailor systems and cybersecurity to match regulatory obligations and client service standards.
Explore cloud & Microsoft 365 →
Insights For Financial Services Firms
Practical IT and compliance articles written for Australian wealth managers, financial advisers, and accounting firms operating under regulatory scrutiny.
View all financial services articles →The Risk MSPs Shouldn't Be Owning
Tom Buckley 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. Essential viewing for financial services compliance teams and boards.
Watch on YouTube → More Videos & Articles Browse All IT Perspectives →Frequently Asked Questions
Common questions about IT for Australian financial services firms, APRA compliance, cybersecurity, and working with regulated IT environments.
Do your systems meet APRA CPS 230 and CPS 234 requirements?
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. Our controls are designed to satisfy CPS 230 (operational risk management) and CPS 234 (information security) expectations for regulated financial services entities.
Can advisers work securely from anywhere?
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.
How do you support mergers and acquisitions in financial services?
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 ASIC and Privacy Act obligations, and minimal disruption to advisers and clients throughout the transition.
What cybersecurity standards do you implement?
We implement the Australian Essential Eight and the SMB1001 framework — including MFA, application hardening, patching, tested backups, access control, and ongoing monitoring. For financial services firms, this provides a clear and defensible security baseline that produces the evidence cyber insurers, APRA auditors, and regulators expect to see.
Do you work with smaller or solo advisory firms?
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. If you're below this threshold, we can recommend the right path forward for your firm.
Where do you provide financial services IT support?
We support wealth management, investment, and financial services firms across Australia, with offices in Sydney (Northern Beaches), Melbourne, Brisbane, and Orange NSW. We provide consistent national coverage for firms operating at a single office or across multiple locations — backed by teams that understand regulated financial environments.
Book A 20-Minute Conversation With Our Finance IT Team.
If you need IT that's transparent, accountable, and built for regulated environments, the next step is a short readiness chat. You'll walk away with clarity on your current setup, key risk areas, and what to address first — with no obligation.
Book an Intro Call