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 30 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
the entire country. 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.
Frequently Asked Questions about Our Managed IT Services for Wealth Management Firms & RIAs
What makes Fixed Fee IT different for RIAs and wealth management firms?
Most IT providers will tell you they can support anyone. We have chosen to go deep in wealth management instead of wide across every industry. That means we already understand your regulatory environment, your tools, and what keeps RIAs up at night. SEC or FINRA requirements are not a learning curve for us. Neither is the weight of protecting client trust.
We are one of the very few managed IT providers in the country with SOC 2 Type II certification. Every year an independent auditor reviews how we operate, not just what tools we use. And our clients stay with us for an average of 12 years. We think that says more than anything else we could put on this page.
Is Fixed Fee IT SOC 2 Type II certified?
Yes. And we think it is worth explaining why that matters.
SOC 2 Type II is not a self-assessment or a badge you buy. It requires an independent third-party auditor to evaluate your security practices, systems, and processes every 12 months. Most MSPs avoid it because it is hard to earn and harder to maintain. It means reworking internal systems, enforcing strict controls, and documenting everything.
We hold ourselves to that standard every year because the firms that Trust IT to Us® deserve a partner who is verified, not just confident. You can read more about what SOC 2 Type II actually means at fixedfeeit.com/soc2.
How does Fixed Fee IT support SEC and FINRA compliance?
We understand what regulators expect from RIAs and wealth management firms when it comes to cybersecurity and data protection, including your updated requirements under Regulation SP. Our team puts the controls, policies, and documentation in place that keep your firm audit-ready year-round. Not just when an exam is coming.
We also provide a compliant Data Protection Agreement tailored to your regulatory requirements, so you can certify us as a vendor and satisfy your diligence obligations without the back and forth most firms deal with.
We do not just keep your systems running. We help you maintain the kind of security posture that protects your clients and holds up under scrutiny. Because we hold SOC 2 Type II certification ourselves, we bring that same standard of accountability to every firm we support.
How quickly does your team respond to IT issues?
When you call our helpdesk, a real person picks up. Not a bot, not a ticket system, not a callback queue. Someone takes ownership of your issue immediately and makes sure it gets to the right place fast.
Most problems are resolved remotely within the same call or session. Whatever it takes, we get it resolved.
Do you only serve firms in Portland, or do you work nationally?
We are based in Portland and serve firms throughout the Pacific Northwest including Vancouver, WA. We also work with wealth management firms and RIAs in other cities across the US.
If you are outside the Portland area and looking for an IT partner who genuinely understands your industry and holds SOC 2 Type II certification, we would love to talk. Geography has not stopped us from being the right fit.
What does managed IT cost for a wealth management firm?
We offer fully managed IT services for a simple, fixed monthly fee based on the number of people in your firm and the technology you use. Your costs scale naturally with your team and environment, giving you predictable pricing with no surprise charges.
Every client receives the same high level of service. There are no confusing tiers and no bait and switch pricing. You get the power and coverage of a full IT team, without the overhead of building one yourself.
Our goal is to Make it Easy, reliable, and worry-free, and our pricing reflects that.
Contact Us Today
