Financial Advisors and Services Firms

Financial Advisors and Services Firms

End-to-End Support for Financial Advisors and Services Firms

Financial Advisors Management Services IT Consulting

Are you prepared to meet stringent SEC Security and Data Recovery requirements?

Are you confident that your client’s confidential information is secure?

Have your Disaster Recovery & Business Continuity plans been reviewed and tested?

If you need answers to any of these questions then request Your FREE Security Review NOW by calling us at 949.474.9533 or submitting the form above.

Professional Service Firms of all sizes face the SAME RISK when it comes to Cyber Security and data loss.  Hackers, system failures, and disasters DO NOT discriminate.  So no matter what your size, your firm’s continued success relies on dependable Data Security and Business Continuity Solutions.

Our SecureMAX Service is the answer to your firm’s need for world-class protection on almost any budget.

Based in Orange County, Technology’s Edge has provided IT Security and Technology Support Services to Financial Advisors and Management Firms for over 25 years.
Technology’s Edge provides core system support and updates for key applications suited for the Financial Services Industry. A sample of applications we support include:

  • Junxure – An on-premises CRM solution for Financial Advisors. Created based on the experience of a financial advisor provides exceptional client service, efficiency and can ultimately increase firm profitability.
  • Advent Software AXYS – A comprehensive and power portfolio management and reporting system that enables firms to easily manage an extensive range of investment instruments. The solution, which was introduced to the market in 1993, is used by over 3,500 asset management clients around the globe – including hedge funds, family offices, wealth managers, registered investment advisors and financial planners.
  • Laserfiche – Document Imaging, Management and Archiving Software.
Why Should Your Firm Work With Technology’s Edge?

If you are looking for a seasoned IT Partner whose core values include:

✔ Adherence to a high level of technology standards and IT Best Practices.
✔ Providing a positive impact on all aspects of your business operations.
✔ Ways to lower your company’s overall technology costs.
✔ Improved employee user experience and job satisfaction.
✔ Increased productivity and profitability.
✔ Security of your information (digital assets) from theft and hacking.
✔ Protection of your operations from disruption, data loss and associated financial risks.