Managed IT Services for
Wealth Managers & Financial AdvisorsRIAs. Broker-Dealers. CFPs.
Family Offices. Fully Managed.

Fully managed IT from Gradius for financial advisory practices includes: 24/7 NOC monitoring and proactive issue resolution, portfolio platform infrastructure support (Orion, Tamarac, Black Diamond/SS&C, Addepar, Riskalyze/Nitrogen, eMoney, MoneyGuidePro), custodian feed and CRM connectivity management (Schwab, Fidelity, Pershing, Redtail, Wealthbox), SEC Reg S-P cybersecurity program development and maintenance, SEC cybersecurity rule annual review and documentation, FINRA Rule 4370 BCP documentation, BEC and wire fraud protection (DMARC/DKIM/SPF, MFA, email security), client data protection and access controls, endpoint security and EDR, vCIO technology advisory and roadmapping, help desk with under-15-minute response, and on-site support across NJ, NY & CT — all under one flat monthly rate per user, all-inclusive.

Break-fix IT support means you call when something breaks and a provider comes to fix it — reactive, variable cost, no ongoing monitoring. Partial IT support means some layers are covered (typically help desk) but others aren't (monitoring, security, compliance, strategy). Fully managed IT means Gradius takes responsibility for the entire IT environment proactively — monitoring resolves most issues before they affect advisors, security is continuously maintained, compliance programs are kept current, and a dedicated account team provides vCIO advisory. For financial advisory firms, the difference is measurable: fully managed IT eliminates the technology interruptions that affect client service, keeps the compliance program current without requiring internal staff to become compliance specialists, and provides a single accountable partner for every technology issue across the firm.

Yes. As part of fully managed IT, we support the complete advisory technology stack — Orion Portfolio Solutions, Tamarac (Envestnet), Black Diamond/SS&C, Addepar, Riskalyze/Nitrogen, eMoney Advisor, MoneyGuidePro, Redtail CRM, Wealthbox, Salesforce Financial Services Cloud, and others. We manage the infrastructure and connectivity these platforms depend on — custodian feeds, authentication, network performance, and integrations — so platform issues are resolved proactively or quickly rather than leaving advisors to diagnose and call vendors themselves. Custodian feed support covers Schwab Advisor Services, Fidelity Institutional, and Pershing NetX360.

Extremely serious. Financial advisors are among the highest-value BEC targets because the combination of trusted relationships, large wire transactions, and clients who defer to their advisor's instructions creates the ideal conditions for fraud. Attackers monitor compromised email accounts for weeks before acting — learning communication style, relationship patterns, and expected wire activity — then issue fraudulent wire instructions at a moment when the client is least likely to question them. A single successful attack can redirect a wire of six or seven figures, triggering SEC incident reporting obligations, reputational damage, and potential liability. As part of fully managed IT, Gradius deploys DMARC/DKIM/SPF email authentication, advanced email security with impersonation detection, MFA across all financial systems, and staff training specific to advisory firm BEC attack patterns.

Most financial advisory practices are fully onboarded to a managed IT program within 1–2 weeks. The onboarding includes auditing portfolio platform infrastructure and custodian connectivity, deploying monitoring and security agents across the environment, beginning the SEC Reg S-P and cybersecurity rule compliance assessment, establishing the vCIO relationship, and meeting with the firm's principals — without disrupting active advisor or client activity. For firms with pressing compliance timelines — an approaching SEC examination, an annual review deadline, a recently disclosed incident, or a CCO who has flagged the compliance gap — we prioritize the program documentation work on an accelerated schedule.

No long-term lock-ins. We offer month-to-month and annual agreements — your choice. Advisory firms stay with Gradius because the technology environment runs without constant interruption, the compliance program is always current, BEC defenses are in place, and IT stops requiring the principal's attention. One partner managing the full technology program — so advisors focus on clients and the firm focuses on growth. We earn the renewal every month through performance.