Managed IT services for wealth management & financial services.

Keep advisors connected to clients and critical applications

Client meetings depend on working calendars, reliable video calls, accessible documents and secure connections to financial platforms. We support the computers, collaboration tools and network services behind that work and coordinate with platform vendors when an issue crosses responsibilities.

We plan around your actual operating model: independent advisory firm, registered investment adviser, broker-dealer affiliation or another financial business. Your affiliations, approved tools and compliance responsibilities shape the environment we support.

Day-to-day IT support your team can rely on

From Outlook problems and Teams meetings to new-advisor setup, laptop replacement and office connectivity, daily support stays central to the relationship. We also help manage shared mailboxes, mobile access and permissions so the experience remains consistent as your firm grows.

• Help desk support for sign-in issues, computers, printers, scanners and everyday software problems.
• Computer provisioning, software deployment, updates, endpoint protection and replacement planning.
• Employee onboarding, offboarding and changes to accounts, devices and permissions.
• Office Wi-Fi, firewalls, internet connectivity, servers and secure remote access.
• Backup monitoring, recovery planning and agreed restore testing for covered systems.
• Coordination with internet providers and business application vendors, with responsibilities agreed during onboarding.

Microsoft 365 support, licensing and preferred partner savings

As a Microsoft reseller, Provicore manages Microsoft 365 licensing alongside the environment those licenses support. We help select appropriate plans, assign and review licenses, coordinate renewals and identify unused subscriptions or overlapping products.

We review available preferred partner savings and explain the options before you commit. Pricing and savings depend on the products, eligibility, commitment terms and current offers; a specific saving is confirmed in your quote.

• Outlook and Exchange Online email, shared mailboxes, calendars and delivery troubleshooting.
• Teams, SharePoint and OneDrive support, permissions and secure external sharing.
• User setup, role changes, access removal and license reassignment within subscription terms.
• Microsoft Entra ID, multifactor authentication and access policies appropriate to your licensing and risk.

Security for client financial data and advisor mobility

• Managed identities, multifactor authentication and access policies for advisors and administrators.
• Protection against account compromise, impersonation and fraudulent transfer instructions, alongside your independent verification procedures.
• Controlled document sharing and data protection settings based on available Microsoft 365 licensing.
• Secure laptops and remote connections for travel, home offices and client meetings.
• Coordination of approved email retention or archiving requirements with your compliance team and specialist providers.
• Documented incident escalation, recovery planning and technology evidence for vendor reviews.

Technology controls aligned with your firm’s obligations

Registered investment advisers and other covered institutions may have obligations under Regulation S-P, while other financial firms may fall under different federal, state or contractual requirements. We begin with the obligations identified by your compliance team and support the relevant technology safeguards and incident procedures.

We do not assume every advisor has the same regulatory status. Archiving, recordkeeping, supervision and notification decisions stay with the responsible firm and its advisors; specific systems and support responsibilities are agreed together.

Reference: SEC: Regulation S-P amendments

MSP support with a clearer view of your entire IT posture

ProviScore is included in the MSP partnership. Our proprietary method connects findings across on-premises Active Directory, Microsoft 365, computers, servers, networks, backups, physical safeguards and operational policies. It goes beyond patch counts to show how the environment works as a whole.

We meet with you to understand your business, sensitive information and applicable requirements. Stakeholders receive understandable findings showing where protections are supported by evidence, where gaps exist and what needs attention. An overall score does not hide an important individual issue or a control we have not verified.

A baseline, quarterly reviews and a prioritized improvement roadmap connect reporting to action. ProviScore supports planning and compliance-related conversations; it is not a compliance rating, certification, formal audit or guarantee of security.

Arizona and Colorado focus. Nationwide MSP support.

Provicore serves organizations across the United States, with a primary focus on Arizona and Colorado. Remote support, office locations, onsite visits and vendor responsibilities are planned around your actual environment.

Our regular business hours are Monday–Friday, 7 a.m.–6 p.m. Arizona time, with monitoring 24/7/365. Support arrangements, escalation and after-hours coverage are defined in your service agreement. The people behind Provicore bring 30+ years of IT and MSP experience.

Start with your people, systems and priorities

We review how your team works, which applications and data matter most, what your current provider or internal IT team handles and where support is falling short. You receive a defined service scope and practical next steps. Specialized applications, projects, third-party subscriptions and remediation outside the agreement are scoped separately.

Common questions