By Ed McCarthy, CFP®
Originally published in Journal Financial Planning magazine
You’ve finally got your firm’s technology under control. The software supports your business efficiently, the hardware is working reliably, and you can concentrate on serving clients instead of servicing servers.
Then the problems begin: two vendors that supply critical software packages just announced major upgrades and you’re not convinced the upgrades are critical or cost-justified.
Our team of professionals has the right expertise to ensure your technology and cybersecurity complies with the strictest guidance and passes regulatory muster.
Active monitoring and implementation of cybersecurity protocols and procedures using leading edge technology keeps your business and your data safe and secure.
Rely on our industry expertise to reduce your IT burden and access the best technology solution to help your business grow.