Wealth Management

Strategic IT for wealth management firms.

Make investing in managed services your portfolio's missing asset.

In today's rapidly changing financial landscape, wealth management firms face a host of challenges. The mounting pressure of inflation, economic headwinds, and fee compression, coupled with the demands of regulatory compliance and increasing cyber risks, necessitates agile and robust strategies.

Moreover, the surge in competition and market segmentation underscores the need for firms to differentiate their services. Artificial Intelligence (AI), though a potential game-changer, is also disruptive and needs to be leveraged wisely to maintain a competitive edge.

At Pendello, we understand these intricacies and provide the necessary support and advisement to navigate these complex dynamics. Our tailored IT solutions, strategic consulting services, and managed security systems are designed to equip your firm with the tools needed to not only weather these challenges but also to leverage them for growth and success. With Pendello, your firm is well-positioned to adapt, innovate, and thrive in the evolving wealth management industry.

The Pendello Method

Managed IT Services

24/7 Support & Monitoring

In an industry where time and accuracy are paramount, our round-the-clock IT support eliminates downtime, ensuring your wealth management operations are always up and running.

SEC & FINRA Guidance & Audit Support

From periodic compliance reviews to audit preparation and support, we help financial practices align with industry standards and protect against potential legal implications.

IT Infrastructure Management

Our professional oversight safeguards the integrity of your IT infrastructure, providing a secure foundation for your wealth management firm's operations.

Cloud Services

Our cloud services provide secure, scalable, and accessible solutions that modernize your operations, providing you with the agility required in the fast-paced financial sector.

Managed Security Services

Compliance & Risk Management

With intricate knowledge of financial regulations like SEC, FINRA, GDPR, and FTC Safeguard, we guide you through the complex regulatory landscape, mitigating risks and ensuring compliance.

Data Security & Cyber Protection

In an era of increasing cyber threats, our advanced data security solutions protect your sensitive financial data, maintaining client trust and preserving your reputation.

ThreatOps

React swiftly and efficiently to IT incidents with our expert assistance, minimizing downtime and damage.

Incident Response

Our swift and efficient response to IT incidents minimizes potential downtime and damage, preserving your firm's operational continuity and reliability.

Strategy Consulting

Migrations & Expansion

We provide strategic guidance and execution during critical transitions such as migrations or expansions, ensuring seamless integration and minimal disruption.

Integration Support

We help integrate new technologies into your existing systems, boosting productivity, and fostering innovation in your wealth management services.

Business Continuity Planning

With a robust disaster recovery plan, we ensure your business remains resilient in the face of adversity, mitigating potential losses.

AI & Automation

By leveraging AI and automation technologies, we enhance efficiency and accuracy in your services, propelling your wealth management firm into the future of financial services.

Client Success Story

Paragon Capital Management

Paragon Capital Management was established to provide professional wealth management at a personal level. They do so by managing portfolios comprised of individual securities.

Paragon’s mission is to build relationships that transcend generations by providing the highest investment performance and client experience possible through a dedicated focus on individual client goals and a responsibility to their community.

Prior to being referred to Pendello by a fellow financial-industry contact, Paragon had struggled with the support and responsiveness of their previous service provider. Aging servers and a need for increased security led them to make the switch.

We have provided several valuable technology solutions that have contributed to this collaboration, including:

  • Advising Paragon to move to cloud servers, putting them ahead of many of their competitors.

  • Providing advanced security and SEC compliance measures.

  • Migrating their aging phone system into a new and more efficient system.

  • Dramatically simplifying the firm's business continuity and disaster recovery plan.

Pendello has become a trusted partner of Paragon due to the relationships cultivated between our teams.

“Choosing to partner with Pendello was a pivotal point for Paragon. The technological solutions they've delivered have truly fueled our collaboration, security, and compliance. In Pendello, we have found not just a service provider, but a trusted partner steering us toward success.”

– Craig Novorr, President and CIO

Don't settle for standard IT solutions. Get Pendello Solutions.

Book a discovery call today.