Wealth Management

Qnectus Financial has unparalleled capabilities when it comes to providing for all of the IT needs of Registered Investment Advisors (RIAs), family offices (FOs) and multi-family offices (MFOs), and portfolio managers (PMs).


Qnectus Managed Services – Traditional IT at its Best

Qnectus Financial offers a variety of managed services programs which can readily be customized to cover even the most stringent requirements of wealth managers. By taking an holistic and proactive approach to IT systems, Qnectus Financial and its team of finance-literate professionals can dramatically improve the IT experience of financial services firms, while simultaneously lowering costs over time.

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Qnectus Desktop – Leveraging the Cloud to Simplify IT

Qnectus Financial’s Desktop-as-a-Service (DaaS) delivers cloud-based desktops and applications on-demand. Qnectus Financial offers an enterprise-worthy DaaS solution of unparalleled quality and value which provides all of the benefits of a typical desktop infrastructure, but without the costs and/or risks associated with a wealth management firm selecting, owning, and managing the requisite physical resources in-house.

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Qnectus Phone – Quality and Reliability for Your Business

The modern wealth management firm requires a phone system that is reliable, high quality, and feature-rich. Qnectus Financial’s VoIP offerings eliminate the costs and complexity of managing phone systems in-house and create a seamless environment for voice, e-mail, video, and messaging.

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Qnectus Website – Professional Design Services for a No-Nonsense Clientele

A firm’s web presence is arguably the most important component of its brand image. Qnectus Financial takes the hassle out of web design for wealth managers by rapidly producing sites which are aesthetically-pleasing, extremely functional, and rich in content.

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Qnectus Records Management – A Cloud-Portal for a Complete ECM Solution

Qnectus Financial offers an enterprise-worthy, cloud-based records management portal of unparalleled quality and value. Successful document management systems today require the ability to accept and combine information from many sources, organize it, distribute it, and provide access security. Qnectus Financial’s records management portal does this and more for RIAs, FOs, and MFOs.

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Qnectus Project Management – Meeting Deadlines and Exceeding Expectations

Qnectus Financial boasts an IT project management group which is truly second-to-none. From office setups and relocations to cloud migrations and systems integration, Qnectus Financial has the experience to deliver results to wealth managers which exceed expectations while simultaneously meeting even the most stringent of deadlines.

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Qnectus Private Cloud Services – Enterprise Solutions Designed to Meet Even the Most Stringent Demands

Qnectus Financial is well-suited to design, deploy, and the manage (if desired) private clouds for wealth management firms of all kinds. Providing all of the benefits of a typical Desktop-as-a-Service (DaaS) infrastructure, but without requiring either the utilization of shared resources or the outsourcing of the management of the system, Qnectus Financial’s private clouds are custom-tailored to meet even the most stringent demands of an end user.

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