IT Services for Wealth Management Firms

24/7 Monitoring, Detection, and Rapid Response (MDR)
Cyber threats can emerge at any time, and in wealth management, even a minor incident can have major consequences. Sourcepass provides continuous monitoring and rapid response to detect and contain threats before they impact your firm or your clients. This reduces exposure, shortens response times, and strengthens your overall security posture.

Endpoint Protection, Phishing Defense, and Secure Email Gateways
Advisors and staff rely heavily on email and connected devices, making them common entry points for attacks. We implement layered protections across endpoints and communication channels, including advanced phishing defense, secure email gateways, and endpoint detection and response. Every user, device, and message is protected to reduce risk.

Identity and Access Management (IAM) with SSO, MFA, and Zero-Trust Frameworks
Access control is critical in protecting sensitive financial data. We implement identity-first security using single sign-on (SSO), multi-factor authentication (MFA), and zero-trust principles. This ensures that only verified users can access systems and that access is continuously evaluated based on risk.

Regulatory Alignment for SEC, FINRA, SOC 2, and State Privacy Laws
Compliance is embedded into your IT environment. Sourcepass helps establish the controls, documentation, and reporting needed to meet regulatory requirements and audit expectations. From data protection to access controls, we ensure your systems align with industry standards and evolving regulations.

Microsoft 365, Teams, and Secure Collaboration Platform Support
Advisors need seamless, secure access to tools that enable communication and collaboration. We design and manage Microsoft 365 environments that support document sharing, client communication, and internal workflows while maintaining strict security controls.

Cloud and Hybrid Environments for Anytime Access
Modern wealth management requires flexibility. We enable secure access to systems from anywhere, whether in the office, at home, or meeting with clients. Cloud and hybrid infrastructure ensures performance, accessibility, and security across all locations and devices.

Business Continuity Planning, Backup, and Disaster Recovery
Unexpected disruptions can impact both operations and client trust. We implement comprehensive backup and disaster recovery strategies to ensure your data is protected and your systems can be restored quickly. This minimizes downtime and keeps your firm running under any circumstances.

vCIO Services and Dedicated Client Success Managers
Technology decisions should align with business goals. Our vCIOs and Client Success Managers provide ongoing guidance, helping you make informed decisions about your IT strategy, security posture, and growth initiatives.

Long-Term Technology Planning, Risk Mitigation, and Budgeting Guidance
We work with your leadership team to develop a clear technology roadmap that supports firm growth while managing risk. This includes planning for upgrades, aligning with compliance requirements, and ensuring IT investments deliver measurable value.

Acquisition Support, New Office Integration, and Standardization
Growth often brings complexity. Whether onboarding new advisors, opening offices, or acquiring other firms, we provide a standardized approach to IT integration. This ensures consistency, security, and a seamless experience across your organization.

Track Tickets, Projects, and Onboarding Workflows in Real Time
Quest® gives you full visibility into IT operations. Monitor support activity, project progress, and onboarding workflows as they happen, ensuring transparency and accountability.

Manage Users, Devices, Licenses, and Support from One Portal
Gain centralized control over your IT environment. From user access to device management and licensing, everything is accessible in one place, simplifying administration and improving oversight.

Access Everything via Web, Desktop, or Mobile—Anytime, Anywhere
Quest® is designed for flexibility and ease of use. Whether in the office or on the move, you can access insights, support, and reporting from any device, at any time, with enterprise-level security built in.

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