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Managed IT Services

for Wealth Managers


Secure Your Wealth Management Firm with Better, More Reliable IT

Securing Collaboration with Clients

We offer enterprise-level security for your data and sensitive information, so you don't have to worry about any of the technicalities of the job. With our responsive support, you can rest assured that all your IT needs are taken care of!

Managing Costs

At Techgen, we know that every penny counts when it's time for a decision. That's why we offer competitive rates for all our services so that you can get the best deal without sacrificing quality.

Maintaining Regulatory Compliance

Many wealth management firms face strict regulations which require them to provide a high level of security. We make sure that you stay compliant with the latest regulations (FINRA, SEC) and protect your data.

Managed IT Designed to Help Wealth Managers Thrive!

Let us handle all your IT needs so you can get back to focusing on what you do best – helping people get their financial lives in order.

Financial planners and wealth advisors are always looking for the next edge. But many don’t have the resources to manage IT infrastructure, security, and compliance on their own. At TechGen, our professional IT services help Wealth Managers confidently grow their business while staying compliant with regulatory standards.

Helping wealth managers work smarter, not harder.

We offer expert IT support from start to finish, with no hidden costs or surprises. We employ only the latest technology from leading vendors that will help you stay ahead of the competition. That includes everything from network monitoring to a secure cloud environment with a disaster recovery plan in place. 

Let’s work together!

Don't feel like waiting?

Click the chat icon in the bottom right to start a conversation with one of our IT experts!

Face the Future With Confidence, With IT You Can Count On!

Fill out the form below to schedule a consultation. We’ll be in touch shortly to discuss your needs and take the first step toward better IT.

TechGen's ISO 27001 Certification

Our focus on financial services firms requires the highest level of cybersecurity certification.

TechGen is ISO 27001-certified, which is rare for a firm dedicated to serving small businesses. We meet ISO’s rigorous international standards for data security, and we’re audited and recertified each year.


What Our Clients Have to Say:

Our proactive approach is why 95% of our customers stay with us, year after year!

Learn More About Our Responsive Affordable Managed IT Services