Curated IT Solutions for
Wealth Management

How does technology impact wealth management?

The wealth management and the financial service industry have a unique set of industry regulations and customer expectations. Without a solid IT plan in place, your wealth management firm could be exposed to cybersecurity risks, system crashes, and other headaches for your IT team. Our solutions ensure you can continue to seamlessly work with clients to prepare them for financial success.

Enhance Efficiency and Compliance with Technology

Pendello offers wealth management firms tailored IT solutions that are designed to optimize business processes, improve collaboration, and maximize efficiency. Our complete IT packages provide IT consulting, support services, cybersecurity services and software to help your business succeed.

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Optimize Business Operations

Streamline business operations to ensure you identify potential problems before they affect your bottom line.

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Improve Collaboration

Allow coworkers to collaborate seamlessly without worrying about unreliable access to the system.

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Communicate with Clients Effortlessly

Build a lasting relationship with your clients and communicate with them securely and conveniently.

Our Strategic Technology Model

Pendello is committed to supporting your wealth management organization through technology. Over the years, we have developed our own methodology that raises the bar of technology solutions called The Strategic Technology Model. Our model is flexible to your needs and focuses on continuously improving customer experiences, risk management, and employee productivity.

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Step 1

Assess

Understand your organization’s technology needs and requirements and assess current technology systems.

Implement

Evolve

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Wealth Management IT Resources

Technology to Manage Technology

Technology is everywhere. We have access to it 24/7 365 days a year in almost any location. Technology indeed can be a blessing and a curse. It offers us many advantages, although these same advantages can quickly turn into disadvantages. For ...

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Why Pendello?

Pendello is more than IT firm. We are a strategic IT partner dedicated to the success of your wealth management firm. Our IT solutions are comprehensive and are tailored to each firm’s unique IT needs. We help you proactively manage your firm’s technology so you can spend more time assisting clients in building a successful financial future.

About Us

Testimonials

The Pendello Team has been absolutely instrumental in helping us achieve our growth goals. We set out on this journey with Pendello about 8 years ago and they have been one of the best business partners we’ve had along the way. They have done a tremendous job in knowing the ins-and-outs of our business so that they can proactively support us. I can’t say enough good things about the Pendello Team!

-Aaron, Wealth Management

Pendello Solutions exceeds our hopes and expectations for technical support and their team has been an integral part of our organization’s mission to provide timely, comprehensive, and quality early intervention services to children and families. They invest in our organization daily by providing responsive, thorough, thoughtful engagement and response to our unique technical needs. We are a stronger, better organization because of Pendello Solutions.

-Monica, Healthcare Non-Profit

If it wasn't for you, I would lay awake all-night thinking about backups, security and how to keep my clients information protected. I love the quick response time and how knowledgeable your team is! These things make you an extended part of my team that gives me the ability to focus on things I am good at. Pendello is truly a great small business partner!

-Angie, Accounting

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Discover Curated Wealth Management IT Solutions

Tell us about your technology needs for your wealth management firm.

Schedule a Discovery Call