Comprehensive IT Solutions for Key Business Challenges for Financial Services

Coretelligent has years of experience serving VC firms, hedge funds, family offices, and wealth management firms. We understand the nuanced needs of various financial service organizations—and we deliver Managed and Co-Managed IT solutions tailored to the needs financial services organizations.

Venture Capital Firms

VCs are reliant on technology for evaluating investments and managing their portfolios. They need to focus their time and talent on deals—not the care and feeding of IT platforms. We help VCs leverage technology to improve relationship management and transparency.

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  • Strategic guidance—We serve as your strategic partner, creating a customized IT roadmap that enables smart IT investments over the long term.
  • Cybersecurity solutions to protect sensitive portfolio and client data from an onslaught of cyber threats.
  • Backup and disaster recovery solutions to maintain availability and prevent business interruption.
  • “White glove” support for key personnel, including partners, CFOs and other VIPs with highly responsive, personalized service—including home visits.

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Hedge Funds

Hedge funds monitor global financial information and activity 24/7. They need rock-solid availability of their IT platforms and expert, real-time support. We’ve partnered with many hedge funds, advising them on best practices and helping ensure they’re poised for growth.

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See How We Help

  • Strategy development, working with you to create a comprehensive IT plan designed to optimize IT investments now and into the future.
  • Data security solutions to identify potential exposure to cyber threats and deploy solutions that protect sensitive data, revenue, and reputation.
  • Compliance solutions to ensure IT systems are compliant, leveraging our regulatory expertise.
  • Data backup and recovery solutions featuring uninterrupted monitoring and support by highly experienced staff with extensive hedge fund expertise.
  • Superlative support for hedge fund partners, CFOs and other key personnel with personalized, “White Glove” service that goes above and beyond.

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Family Offices

Family offices provide superlative service to their high net worth individuals and families—they expect the same from their IT service provider. We provide expertise and highly responsive support that frees family offices to focus on their clients.

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  • Strategic support—We work with your family office to create a bespoke IT plan designed to meet your needs and protect your technology investments.
  • “White glove” support for partners, trustees and other VIPs with exceptionally responsive, personal service—including home visits.
  • Cybersecurity expertise and customized solutions to safeguard sensitive client data from continuously evolving cyber threats.
  • Compliance assistance to ensure IT systems are compliant with all relevant regulations and to support audits and exams.
  • Backup and data recovery solutions to prevent business interruption and data loss.

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Wealth Managers

Financial advisory firms must ensure compliance with an expanding array of evolving regulatory requirements. They need IT solutions that enable them to maintain and verify compliance.

See How We Help

  • Regulatory compliance support to ensure your IT systems are compliant with relevant regulations, including the SEC’s Office of Compliance Inspections and Examinations (OCIE). We also assist with due diligence questionnaires (DDQs).
  • IT strategy development—We partner with your wealth management firm to create a long-range IT roadmap designed to support your firm’s needs into the future.
  • Data security solutions to safeguard sensitive client information and financial data from cyber threats that increasingly target wealth management firms.
  • Backup and recovery solutions to ensure critical systems stay up and running at all times, no matter what.
  • Personalized support for partners, CEOs/CFOs and other VIPs with responsive, “White Glove” service whenever and wherever it’s needed.

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Investment Banks

Investment banks rely on technology to drive every aspect of their M&A businesses. They need IT solutions that keep them on the cutting edge, while safeguarding sensitive data and maintaining regulatory compliance.

See How We Help

  • Strategic IT vision—We partner with you to create a thoughtful plan for maximizing the value IT investments, while minimizing business risk.
  • Security solutions to protect client financial and business information from cyber threats that increasingly target the banking sector.
  • Compliance solutions to ensure your technology infrastructure is compliant with applicable regulations, including SEC rules. We also assist you in completing the IT portions of due diligence questionnaires (DDQs) from prospective clients.
  • Business continuity solutions to ensure critical systems and data are backed up and protected from unforeseen disasters.
  • Responsive support for CEOs/CFOs and other bank officers, providing superlative, highly personalized, “White Glove” service.

Explore our managed IT solutions

Download our Free Checklist

Financial Services Cybersecurity Checklist

This checklist will help your financial services firm appraise its cybersecurity readiness and compliance response. If you are interested in investing in IT solutions, start with narrowing down offerings that will best support your needs.
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Download our Free Whitepaper

Managing Compliance Risk for Financial Services

This whitepaper takes a closer look at the challenging task of maintaining compliance in the financial services sector and how to help your business stay on top of the ever-changing landscape.
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Slide 1

Integral to the past and future success of our firm is our partnership with Coretelligent. Entrusting the entirety of our IT footprint to Coretelligent has created a multiplying effect for the business; we are realizing greater synergies, empowering our people to be more productive, and enhancing our abilities to protect our business and our client’s data from every present cyber threats.

Mike Twomey
Director of Operations
Coastal Bridge Advisors

Blue-chip Clients

We’re proud to be a member of the following Financial Service Organizations.

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