Wealth Management IT Support

We Focus on Expert IT Support So You Can Focus on Your Clients

Prioritize your client relationships while the experts at Net-Tech keep your systems efficient and in compliance through our IT Subscription program.


Don’t Let Your Reputation Suffer

Your time is valuable and should be spent on your top priorities. When IT problems consistently take up your time and detract from your work, your client relationships – and your reputation – could suffer.

Your IT team’s failures shouldn’t burden you, nor should you consistently spend time making IT-related decisions. Some wealth management companies also regularly encounter surprise fees from their IT services provider. These unplanned costs could create additional problems, especially over time.

Compliance is a key issue to consider. You need to be confident that your practice is in compliance and meeting all expectations set by your broker-dealer. If not, you could be audited by your broker-dealer and lose your affiliation.

If you don’t pass the necessary audits, the consequences are significant. Your wealth management company could be fined, lose its insurance, practice, and possibly even its license. Failing an audit could significantly impact your reputation.



Solve Your IT Problems With the Total Care Cloud

Expert IT service can help you solve compliance issues and resolve your IT burdens. As a Professional Technology Organization, Net-Tech uses a different framework than traditional Seattle IT service providers.

With our Total Care Cloud subscription model, we cover all your IT needs, from hardware and software to labor and 24/7 support.

The Total Care Cloud Program includes:

  • Multi-cloud Architecture
  • Employee Identity Automation
  • Hardware & Infrastructure as a Service
  • Remote Workforce powered by NetMotion
  • Backup/Disaster Recovery


Net-Tech also has extensive experience with specialist wealth management business line-of-business applications, such as:


Tamarac PortfolioCenter


Junxure from AdvisorEnginer

Focus on Client Relationships Instead of IT Issues

When you partner with Net-Tech, you can be confident that your IT problems will be handled efficiently. Rest easier knowing that your wealth management company will benefit from advanced systems and processes that meet regulatory standards.

Additionally, you won’t have to spend significant time dealing with IT decisions or unplanned costs. Instead, you can focus on your funds, investments, and most importantly, your client relationships.


Get the IT Service You Need

At Net-Tech, we prioritize supporting your goals while keeping your wealth management company in adherence with the highest regulatory and cybersecurity standards. We provide IT support that will grow as you do, and we constantly adapt our network design so that it keeps your employees secure and productive.

Unlike traditional managed services providers who typically only look 12–18 months ahead, we take a long-term look at your IT infrastructure and build out a plan to take you 3–4 years into the future. Net-Tech will work to understand your needs and enable business growth for the future.


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How To Get Started With Net-Tech


schedule an assessment

Schedule a time for Net-Tech to assess your wealth management company’s needs.


you subscribe

Subscribe to Net-Tech’s Total Care Cloud for comprehensive IT support.


Migrate your Data

Net-Tech migrates your data.



You focus on your client relationships and we handle your IT.


Intentional Change Is Our Difference​

Total Care Cloud, our IT subscription program, takes a long-term view of your technology. As a Professional Technology Organization (PTO), we intentionally plan change with goals, objectives and outcomes laid out to measure progress. Our program typically looks at up to 4 years out on planning, where typical MSP service plans only look ahead 12 to 18 months.​

Our goal is to understand your real estate management needs, so we can align them with your network capabilities to continually improve your IT experience without major capital expenditures. Here at Net-Tech, we don’t simply “take the keys” to your network, we sit down with you to make sure your goals and objectives are supported by your IT infrastructure.

While a “take the keys” approach may address your current needs, it doesn’t allow for scalability. With a Net-Tech IT subscription program, your IT support is built around enabling business growth and achieving your objectives, so your network is continuously evolving to meet your ever-changing needs.

property management it support


Klevens Capital

“Our last IT consultant was in the office so much that I thought he was an employee. Our system was unstable, and our IT was a mess. We were looking for someone who would take care of us, keep our data safe, protect us from phishing scams and traps, and improve our cybersecurity.

With Net-Tech, things have been much more consistent and our IT works better. Net-Tech has met our needs providing stability and consistency. Things just work. And when they don’t work, Net-Tech fixes it.”



Highland Wealth Management

“We were really unhappy with our IT service provider. They had a slow response time and we had to pester them to find a solution, so it was time to make a change.

What Net-Tech has set up for us is a flawless system. We’ve had no difficulties with the systems. We don’t deal with IT problems at all. There are no interruptions during the day with tech issues, so we’re more productive. As a professional technology organization, Net-Tech has saved us so much time. They just take tech off of our hands. It’s seriously the most amazing thing. We can count on them to be the pros.