Going Independent? We have you covered

You’re contemplating leaving the big institution behind and setting up for yourself. You want your operations to be more personalized, more adaptable and more efficient. Gaining these freedoms and advantages largely depends on your technology and infrastructure. With External IT as your technology partner, you can make the break you’ve been dreaming about. Our secure cloud workplace brings together the applications you need to serve your clients, built-in security and compliance, and high-touch customer service and support, so you can focus on your new practice. We also offer “white-glove” service to set-up your new office, so you’ll be up and running quickly and ready to serve your clients from the moment you break.

Solutions For

Going Independent? We have you covered

You’re contemplating leaving the big institution behind and setting up for yourself. You want your operations to be more personalized, more adaptable and more efficient. Gaining these freedoms and advantages largely depends on your technology and infrastructure. With External IT as your technology partner, you can make the break you’ve been dreaming about. Our secure cloud workplace brings together the applications you need to serve your clients, built-in security and compliance, and high-touch customer service and support, so you can focus on your new practice. We also offer “white-glove” service to set-up your new office, so you’ll be up and running quickly and ready to serve your clients from the moment you break.

Secure & Compliant Technology

External IT helps you leverage technology to achieve compliance and security while enabling you to be your most productive. Our solution can be the answer to providing better client service, attracting and retaining top quality talent, and creating more time to grow your business.

High Touch Service & Support

In a high-touch industry like wealth management, your IT partner needs to be high touch to support your firm and your clients. Our experienced service and support teams are there day or night to answer any questions and help you enhance your operations.

Expert Knowledge

In addition to our knowledge of financial firms, their applications and technologies, we keep up with the latest in regulatory requirements, implement them on our platform, and advise our clients on best practices so they can maximize their productivity without putting their firms at risk.