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NextGen IT For Wealth Management Firms

Wealth management firms require a managed IT solution that ensures a level of security proficiency on par with their financial expertise

Managed IT for Wealth Management Advisory

Wealth management firms build business off of trust in expertise. Thrive comes into play with the extension of that trust through Cloud support, collaboration tactics, and overall security management. Thrive’s managed IT solution takes care of the protection of your clients’ data so your financial expertise can stay focused on your clients and not on security.

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“Thrive’s expert team quickly evaluated our needs and offered a modern Cloud solution that turned our support technology into an asset, not a liability.”

Michael Cohen, CFO, Glass Jacobson

Hybrid Cloud for Wealth Management Firms

Wealth advisory can take place anywhere, anytime; inside the office, on vacation, you name it. With the variety in location, your client contracts, documents, and information must be stored in a sole, secure location, ensuring client trust and service efficiency.

Thrive is sure to provide best-in-class, secure Hybrid Cloud solutions to ensure ongoing safety and build client trust. Our Cloud solution has the ability to best meet the needs and regulatory requirements of your firm while streamlining operation.


Cybersecurity for Wealth Management Firms

In dealing with copious amounts of wealth and confidential client information, security is imperative. As cyber attacks increase, a strong security base is not only suggested, but vital. This highly sensitive information has the potential to encounter disaster daily, and requires a system that can defend against that threat at all times.

Thrive’s Managed Detection and Response Service (MDR) combines powerful Extended Detection and Response Services (XDR) with Security Incident and Event Management (SIEM) to provide the most advanced protection against cyber threats targeted at core infrastructure and all endpoints. Leave it to Thrive to keep client data safe.


Backup and Recovery for Wealth Management Firms

Disaster Recovery as a Service (DRaaS) protects you when systems are unavailable due to infrastructure failure, human error, or a security breach. Our DRaaS offerings are an important insurance policy to have, safeguarding applications and data so wealth management firms can continue to operate and minimize downtime.

As this is a Cloud-based solution, it can be scaled for an institution of any size. Thrive offers 24x7x365 monitoring and will provide alerts if critical systems and data are at risk.


Microsoft 365 for Wealth Management Firms

The need for a secure, reliable collaboration solution to engage with clients and internal employees whenever, wherever and under any circumstances is essential for success in wealth management.

Thrive’s secure leading-edge Microsoft services including Office 365, SharePoint and Teams are designed around business to business communication, satisfying your firm’s specific needs in order to secure and grow not only your reliability as well expert reputation as well.


Meet Industry Compliance Requirements

Following federal regulations within any banking institution is critical for security in wealth management and otherwise. With the scale wealth management firms operate at, the stakes in terms of reputation and client’s assets are higher and the alternative far more detrimental.

At Thrive, our goal is to ensure your firm is consistently equipped to meet the designated requirements, including building and maintaining network systems, protecting client documents, and maintaining an information security policy. We will help you remain compliant while managing an IT infrastructure that keeps clients satisfied.


Support your firm’s need for long-term flexibility and reliability with managed NextGen IT solutions from Thrive.

Case Study
Financial Group Seeks Out Experienced Partner to Manage and Enhance IT Infrastructure.
Industry Brief
NextGen IT for Financial Services

Financial organizations, such as banks, investment firms, private equity firms, wealth management...

Case Study
A UK leading wealth management firm migrates to SD-WAN thanks to Thrive.

Contact Thrive Today

No matter where your firm is in its digital transformation journey, Thrive can help.

Learn how Thrive helps wealth management advisors like you transform their business through secure cloud solutions and digital collaboration and communication solutions.