Wealth management.
Wealth managers, and the law and accounting firms that look after private clients, hold their portfolios, their files, their books and their families' affairs. We check the systems all of that runs on, and the tools you are about to let in, alongside the IT provider you already trust.
What we do in wealth management.
- 01 · What you already run
IT security audit
The portfolio system and the client portal, the document system, email and attachments, who still has access who should not, and whether a restore has ever been tested.Read - 02 · Before you let it in
Procurement
The portfolio or practice system, the backup for the cloud suite, the AI note taker: chosen on your side of the table, and set up so your people own it.Read
Not every client is named.
Some of the firms we work with are not in our portfolio, and never will be: their clients' privacy is the reason they called. We are open to working that way from the first conversation, under NDA, and the work stays between us. Access is read-only, limited to what the job needs and withdrawn when we are done; our findings stay encrypted, in the EU.
Tell us about your firm.
How many people, which systems, and what prompted the call. We reply within two working days with what we would look at and a quote.
The first conversation costs nothing. Or write to us at hey@notacompany.com.