Gradius - IT Solutions Provider
Managed IT Services for Wealth Managers, RIAs & Financial Advisors | NJ, NY & CT | Gradius IT Solutions
Now Serving NJ, NY & CT

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

Financial advisory practices — registered investment advisors, independent broker-dealer registered reps, CFP practitioners, multi-family offices, and wealth planning firms — manage some of the most sensitive client relationships and data in the professional services world. Portfolio platforms, custodian feeds, CRM, financial planning tools, and client portals all have to work reliably and securely. SEC Reg S-P, the SEC's 2023 cybersecurity rules, and FINRA obligations create a compliance framework that most advisory firms navigate without dedicated IT or compliance staff. And BEC fraud specifically targeting advisor-to-client wire instructions has made cybersecurity a client protection issue, not just an operational one. Gradius delivers fully managed IT for financial advisory practices — proactive monitoring, portfolio platform support, SEC and FINRA compliance programs, BEC defenses, and vCIO technology strategy across NJ, NY & CT.

📋 Get a Free Assessment → 📞 866-710-0308
✓
Portfolio platform & custodian connectivity
✓
SEC, FINRA & compliance programs maintained
✓
BEC protection & HNW client data security
Free IT Assessment — Financial Advisory Firm
Fully Managed IT for Financial Advisors —
Proactive. Compliant. Secured.
No commitment. We respond within 1 business hour.
or call us directly
📞 866-710-0308
99.9%
Uptime SLA Target
<15m
Response Time
24/7
NOC & SOC
Fully
Managed IT
Managed IT — Wealth Managers & Financial Advisors RIAs, Broker-Dealers, CFPs & Family Offices Orion, Tamarac, Black Diamond & Addepar SEC Reg S-P & Cybersecurity Compliance FINRA 4370 BCP & Compliance IT BEC Fraud & HNW Wire Protection vCIO Technology Strategy & Roadmap 24/7 Proactive NOC & SOC Flat-Rate — NJ, NY & CT Managed IT — Wealth Managers & Financial Advisors RIAs, Broker-Dealers, CFPs & Family Offices Orion, Tamarac, Black Diamond & Addepar SEC Reg S-P & Cybersecurity Compliance FINRA 4370 BCP & Compliance IT BEC Fraud & HNW Wire Protection vCIO Technology Strategy & Roadmap 24/7 Proactive NOC & SOC Flat-Rate — NJ, NY & CT
99.9%
Uptime SLA
Target
<15m
Avg Help Desk
Response Time
24/7
NOC & SOC
Coverage
Advisory
Firm
Managed
What You Get

What Financial Advisory Practices Get With
Fully Managed IT from Gradius

RIAs, independent advisors, broker-dealer reps, CFP practices, and family offices across NJ, NY & CT need IT that is proactive, compliance-aware, and built around the portfolio management and client relationship tools that define financial advisory operations. Here's what fully managed IT from Gradius delivers.

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Proactive Managed IT — Issues Resolved Before Your Advisors Notice
Fully managed IT means Gradius monitors your entire advisory firm environment 24/7 — portfolio platforms, custodian feeds, CRM, email, workstations, and network — and resolves most issues before your advisors ever notice them. Most client-facing technology problems are fixed overnight. When your team arrives in the morning, systems are running. That's the standard for fully managed IT — not reactive break-fix, not waiting for a call, but proactive resolution as a baseline expectation.
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Portfolio Platform Support — Orion, Tamarac, Black Diamond, Addepar & More
Orion, Tamarac (Envestnet), Black Diamond/SS&C, Addepar, Riskalyze/Nitrogen, eMoney, MoneyGuidePro — the portfolio management and financial planning platforms that run a modern advisory practice have specific infrastructure dependencies and integration requirements. Gradius manages the underlying IT infrastructure and connectivity so these platforms perform reliably, custodian feeds sync cleanly, and integrations between tools don't create data gaps that advisors have to manually reconcile.
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SEC & FINRA Compliance Programs — Built, Maintained & Audit-Ready
SEC Reg S-P, the 2023 SEC cybersecurity disclosure rules, and FINRA Rule 4370 create a documented compliance framework that most advisory firms manage informally — until an examination or incident makes the gap visible. Gradius builds and maintains written cybersecurity programs, conducts annual risk assessments, implements required technical controls, maintains incident response documentation, and keeps BCP records current. Your firm is always examination-ready — not scrambling to produce documentation on short notice.
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BEC & Wire Fraud Defense — Protecting Advisors and HNW Clients
Business email compromise targeting financial advisors and their high-net-worth clients is among the fastest-growing financial cybercrime categories. Attackers compromise advisor email, learn client relationship patterns, then issue fraudulent wire instructions at a moment of expected activity. A single successful attack can redirect a client wire of six or seven figures. As part of fully managed IT, Gradius implements layered BEC defenses — advanced email security, DMARC/DKIM/SPF authentication, MFA on all financial systems, and staff awareness training calibrated to the attack patterns used against advisory firms.
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vCIO Technology Strategy — Roadmap for the Growing Advisory Practice
As an advisory practice grows — adding advisors, expanding into new planning services, onboarding enterprise clients with specific technology requirements, or preparing for a succession — the technology stack has to evolve with it. Gradius provides vCIO-level technology advisory: evaluating new platforms, planning infrastructure upgrades, building multi-year technology budgets, and advising on advisor technology stack decisions with the operational context of a financial advisory practice. Technology decisions made proactively, not reactively when a platform fails during a client review.
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Flat-Rate Fully Managed IT — Predictable, All-Inclusive
No per-ticket charges, no emergency billing, no scope creep as the firm adds advisors or expands services. One predictable flat monthly rate per user that covers monitoring, help desk, security, compliance program maintenance, and vCIO advisory — so advisory firm principals can budget IT like any other overhead and stop absorbing variable technology costs that don't reflect the value being delivered.
All Services

Every Layer of Managed IT Financial Advisory
Practices Need — Under One Flat-Rate Program

One partner. One bill. Proactive monitoring, portfolio platform support, SEC and FINRA compliance programs, BEC defense, vCIO strategy, and fast help desk — delivered as a complete managed IT program for RIAs, independent advisors, broker-dealers, and family offices across NJ, NY & CT.

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Financial Advisory Managed IT
Fully Managed IT for Financial Advisory Firms

Complete fully managed IT for RIAs, independent advisors, broker-dealers, CFP practices, and family offices — proactive monitoring, portfolio platform support (Orion, Tamarac, Black Diamond, Addepar), SEC and FINRA compliance programs, BEC fraud defense, vCIO technology strategy, and 24/7 coverage across NJ, NY & CT. Flat-rate per user, all-inclusive.

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Cybersecurity
Cybersecurity & SOC

24/7 U.S.-based SOC, endpoint detection & response (EDR), email security, and incident response — stopping threats before they impact your business.

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Cloud
Cloud & Microsoft 365

Fully managed Microsoft 365, Azure, cloud migrations, and virtual desktop — secured, optimized, and supported so your team works seamlessly from anywhere.

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Compliance
Compliance as a Service

HIPAA, SOC 2, NIST, PCI DSS, CMMC — ongoing compliance management, risk assessments, and audit-ready documentation so you're never scrambling.

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Networking
Network Management

Managed firewalls, Wi-Fi infrastructure, SD-WAN, and 24/7 NOC monitoring — fast, reliable, and secure networking at every office location.

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AI & Automation
Secure AI as a Service

We identify where your team loses time, then build secure AI agents and automation workflows that give your business measurable hours back every week.

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Communications
VoIP & Business Communications

Cloud VoIP, Microsoft Teams voice, and unified communications — modernize your phone system, cut costs up to 50%, and keep your team connected everywhere.

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Strategy
IT Consulting & vCIO

CIO-level technology roadmaps, vendor management, and budget planning — without the $180K salary. Vendor-neutral. Strategy-first. Built around your goals.

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Infrastructure
Low Voltage & AV Integration

Structured cabling, conference room AV, digital signage, access control, and IP surveillance — designed, installed, and supported under one roof.

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On-Site
On-Site IT Support & Smart Hands

Certified engineers dispatched to your location for equipment installs, hands-on troubleshooting, office moves, and infrastructure upgrades — nationwide coverage.

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Data Center
Remote Hands & Data Center

Certified engineers positioned nationwide for remote hands, smart hands, and data center deployments — available 24/7 with rapid dispatch.

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Partners
Strategic Technology Partners

Partnerships with Microsoft, Cisco, SentinelOne, and more — we source the right technology at the right price and manage vendor relationships on your behalf.

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Is Your Advisory Practice Fully Managed —
Or Just Partially Covered?

Many financial advisory practices are operating with a patchwork of IT providers, unwritten compliance programs, and reactive break-fix support that never quite keeps up. Fully managed IT from Gradius consolidates everything — monitoring, security, compliance, help desk, and strategy — into one flat-rate program. Book a free assessment and see what the gap actually costs.

📋 Book Free Assessment 📞 866-710-0308
Why Financial Advisory Firms Choose Gradius

Fully Managed IT Built Around the
Advisory Practice — Not Generic Office IT

Financial advisory firms have a technology and compliance environment that most IT providers don't understand — portfolio platforms, custodian integrations, SEC and FINRA documentation requirements, and the BEC risk profile created by HNW client wire activity. Gradius builds and manages IT programs that address all of it, so advisory firm principals can focus on clients instead of technology vendors.

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Truly Proactive — Resolved Before Advisors Are Affected
Fully managed IT from Gradius means our NOC monitors your advisory firm environment 24/7 — portfolio platforms, custodian feeds, CRM, email, and workstations — and resolves most issues overnight before advisors arrive. Most clients experience a meaningful reduction in technology interruptions within the first 30 to 90 days of the engagement because reactive break-fix is replaced by continuous monitoring and proactive resolution.
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Advisory Tech Stack Expertise — Platforms, Custodians & Integrations
We understand the full technology stack of a modern advisory practice — Orion, Tamarac (Envestnet), Black Diamond/SS&C, Addepar, Riskalyze/Nitrogen, eMoney, MoneyGuidePro, Redtail CRM, Wealthbox, Salesforce Financial Services Cloud, and custodian data feeds from Schwab Advisor Services, Fidelity Institutional, and Pershing NetX360. We manage the infrastructure and connectivity that keeps the entire stack integrated and performing — without requiring advisors to troubleshoot platform issues or call multiple vendors when something breaks.
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SEC & FINRA Compliance Maintained — Not Just Built Once
Compliance programs only work if they're maintained. Gradius doesn't just build a written cybersecurity program and hand it over — we maintain it continuously: conducting annual risk assessments required by the SEC's cybersecurity rules, updating incident response procedures when the threat environment changes, keeping BCP documentation current as the firm evolves, and preparing for annual Form ADV disclosures with current cybersecurity program documentation. Your compliance posture is always current, not a snapshot from the day we onboarded you.
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Local On-Site Coverage — NJ, NY & CT Advisory Offices
Gradius is headquartered in Hackensack with U.S.-based on-site engineers covering the full Tri-State area. Advisory firms in Bergen County, Hudson County, Westchester, Fairfield County CT, and throughout the service area get fast on-site response when hardware attention is needed — without the extended scheduling delays of a distant provider. For firms with multiple office locations across NJ, NY & CT, consistent managed IT quality at every location under one program.
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99.9%
Uptime SLA
Target
<15m
Avg Response
Time
24/7
NOC, SOC &
Help Desk
30–90
Days to
See Results
100%
U.S.-Based On-Site Engineers — NJ, NY & CT Financial Advisory Firms
Getting Started

From First Call to Full Coverage
in Days — Not Months

No disruption. No lengthy onboarding. A fast, smooth transition to a partner that has your back from day one.

01
Free Assessment
A Gradius engineer audits your advisory practice's current IT environment — portfolio platform infrastructure, custodian feed reliability, compliance program completeness, BEC vulnerability, client data security posture, and backup integrity — and gives you an honest assessment of what's working, what's at risk, and what a fully managed program changes. At no cost, no obligation.
02
Custom Proposal
A fully managed IT program built specifically for your advisory practice — sized to your advisor and staff count, your technology stack, your SEC and FINRA compliance obligations, and your HNW client risk profile. One flat monthly rate, all layers included, no add-on fees as compliance requirements expand or the firm grows.
03
Smooth Onboarding
Our engineers deploy, configure, and meet your team — typically live within 1–2 weeks without disrupting daily operations.
04
Ongoing Partnership
24/7 proactive monitoring, portfolio platform and custodian feed management, SEC and FINRA compliance program maintenance, BEC defenses, vCIO advisory, and quarterly strategy reviews that keep your technology environment ahead of the firm's growth and regulatory requirements — fully managed, one partner, one flat rate.
FAQ

Common Questions About
Managed IT Services for Financial Advisors & RIAs

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.
Service Area

Managed IT Services for Financial Advisors & RIAs
Across NJ, NY & CT

Gradius IT Solutions serves businesses throughout the Tri-State area. Headquartered in Hackensack, NJ with coverage across Bergen, Hudson, Passaic, Essex, Union, Morris, Middlesex, Somerset, Sussex, Westchester, Rockland, and Fairfield Counties.

Free Financial Advisory Firm IT Assessment — NJ, NY & CT

Fully Managed IT for Advisory Firms.
Proactive. Compliant. All-Inclusive.

Gradius delivers fully managed IT for financial advisory practices across NJ, NY & CT — proactive monitoring, portfolio platform support, SEC and FINRA compliance programs, BEC defenses, vCIO technology strategy, and flat-rate all-inclusive pricing. Book your free advisory firm IT assessment today.

📋 Book a Free Assessment 📞 866-710-0308
No contracts required
100% U.S.-based team
Results in 30–90 days
Hackensack, NJ based

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