Bring Your Clients Closer. Differentiate Your Business

Rapidly changing technology, complex compliance requirements and more competition in the market are making it more difficult for you to stand out and attract advisors. With External IT as your technology partner, you’re able to adapt quickly and strategically. Our secure cloud solution brings together the applications your advisors need to run their practices with built-in security and compliance to support them in the office or on the road. Our “white-glove” service is also available to set-up your advisors’ offices. All of this is wrapped by our high-touch customer service and support enabling you to focus on providing the best possible service to your advisors.

Solutions For

Bring Your Clients Closer. Differentiate Your Business

Rapidly changing technology, complex compliance requirements and more competition in the market are making it more difficult for you to stand out and attract advisors. With External IT as your technology partner, you’re able to adapt quickly and strategically. Our secure cloud solution brings together the applications your advisors need to run their practices with built-in security and compliance to support them in the office or on the road. Our “white-glove” service is also available to set-up your advisors’ offices. All of this is wrapped by our high-touch customer service and support enabling you to focus on providing the best possible service to your advisors.

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.