Grow & Protect Your Firm

As an investment advisor, your focus is to support your clients and grow your business, not deal with IT, cybercriminals and the SEC. With External IT as your technology partner, we make your life easier. Our secure cloud workplace brings together the applications you use to run your firm, built-in security and compliance, and high-touch customer service and support. We help you use technology more effectively to grow your business, and ensure you work securely and compliantly.

Solutions For

Grow & Protect Your Firm

As an investment advisor, your focus is to support your clients and grow your business, not deal with IT, cybercriminals and the SEC. With External IT as your technology partner, we make your life easier. Our secure cloud workplace brings together the applications you use to run your firm, built-in security and compliance, and high-touch customer service and support. We help you use technology more effectively to grow your business, and ensure you work securely and compliantly.

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.