<img src="https://secure.leadforensics.com/69529.png" style="display:none;">
Blog  |  FAQ
  • Wealth_Management_Header.jpg
    Financial  Services

Managed IT Services for the Financial Service & Wealth Management Industry

While the world is awash in capital, small banks and wealth managers must fight for every dollar. Technology for client portals and other critical functions helps smaller companies improve client service while eliminating security and compliance risks.

Managing that technology -- and finding the time to manage it -- can be tricky, though. We find that many finance and wealth management businesses have trouble with:

  • Network downtime or a slow running network
  • Having the time to manage the business’ IT while also performing their “real” job
  • Protecting their client’s data from viruses
  • Knowing their data is completely safe and protected
  • Dealing with aging, outdated IT equipment

Apogee IT Services understands the utmost importance of compliance, data privacy and security for the financial services industry. We’re here to help.

At Apogee IT Services, we are a team of talented, dedicated, disciplined IT professionals who strive to be the best in our industry for our clients. We work to take network issues off of your hands, allowing us to focus on IT and for you to focus on the core of your business.

Network AssessmentFull Network Assessment
Before you even partner with Apogee, one of the first things we do is complete a full assessment of your network and offer cost-effective solutions to move your business forward. We may recommend an updated on-premise server, but in many cases, we recommend migrating to a hosted cloud solution. This way, you don’t have to make a huge capital expenditure on new servers

Around the Clock MonitoringAround the Clock Network Monitoring
24 hours a day, 7 days a week, 365 days a year. Our Network Operations Center ensures constant monitoring, alerting, and infrastructure remediation with proactive support to resolve network issues, ensuring your revenue and productivity are never affected.


Layered SecurityMulti-Layer Security
Your client’s data is always safe on your network with our multi-layer security approach. Apogee IT Services is equipped to not only remove computer viruses, but enforce a multi-layer security approach to protect your network from viruses entering in the first place.


Data Backup3-2-1 Data Backup Philosophy
We offer 3 forms of image-based backup, at 2 locations, both onsite and offsite, and 1 method to the cloud. Backups are performed every hour of every day. Backup reporting is available at any time and can be produced to meet compliance regulations.



A Boston, MA based credit union had received low ratings on several external audits, which created problems with regulators. That's when they decided to contact Apogee IT Services for help. 

See how Apogee identified the problem, proposed a valuable solution, and what impact that solution had for the credit union.

Download the Financial Services Case Study

Apogee has experience supporting the following applications to serve the financial services industry:

Contact Us to Get More Out of Your IT

Clients in the US & Canada


Learn More