Managed IT Services for RIAs & Wealth Management: Trusted. Proven. Built for You.
As an RIA, your clients put their trust in you to protect their financial futures. Wealth Management Firms trust Fixed Fee IT because we understand your world. We bring deep experience in the wealth management industry, with systems and processes tailored to meet the highest standards of security, compliance, and service. Whether it’s SEC and FINRA requirements or the fast-paced needs of client communication, our SOC 2 Type 2 audited environment ensures your firm stays Protected, Productive, and Happy. Trust IT to us!
Why do Wealth Management Firms Prefer Fixed Fee IT?
- Purpose-Built for SEC & FINRA Compliance: Our services are specifically designed to meet the cybersecurity and data protection standards required by SEC and FINRA. With expertise in the technical side of these regulations, we implement solutions that keep your firm audit-ready and confident in your compliance posture.
- Security, First, Always: Security is at the core of everything we do, from the way we design our systems to how we support your team. As an RIA, trust is everything, and earning it starts with protecting it.
- Audited. Verified. Proven: We don’t just say we follow best practices. Our systems, policies, and procedures are validated through an annual SOC 2 Type 2 audit. This independent review confirms that we operate with the consistency, security, and accountability Wealth Management firms expect from a trusted IT partner.
- We share your priorities: We understand the importance of protecting client trust, controlling risk, and delivering great client experiences. Our team provides the tools, expertise, and support to help you achieve these goals through secure, compliant, and reliable technology.
- Specialized in Wealth Management: We aren’t a generalist provider. We specialize in serving Wealth Management firms. Our tools, processes, and support are built around your regulatory environment, operational pace, and client expectations. It’s not just IT, it’s IT purpose-built for RIAs.
IT Support for RIAs & Wealth Management - Responsive, Reliable, Trusted
You need an IT Managed Service Provider that understands Wealth Management Firms. We’ve helped industry-leading companies for over 29 years stay Protected, Productive, and Happy. Here are some of the ways we can help you.
People Focused Support
Our support team consists of Real Humans, and all located in the US
Purpose Built IT Service
for Wealth Management firms
Cyber Security & Compliance
Proven & Audited
SOC 2 Type 2® Compliant – We Take Cyber Security & Compliance Seriously
Fixed Fee IT is one of the few SOC2 Type 2 compliant IT Service Providers in
Portland. We’ve been audited (which is a good thing!). Our procedures are rigorously assessed to exceed security and privacy standards. Providing third party audited proof that you can Trust IT to Us®.
We’re Ready to Help
You can count on us to help your Wealth Management Firm succeed. Our team of experts is ready to discover how we can keep you Protected, Productive, and Happy. Interested in learning more. Let’s set up a time to talk.
Contact Us Today
