IT Support & Cybersecurity for Financial Advisors & Wealth Managers
Tailored IT support and 24/7 cyber-defense for financial advisors—combining managed IT services with industry-leading cybersecurity to keep your practice secure and compliant.
We Speak Wealth Management.
Midnight ransomware can wipe out years of client performance data
Rapid SEC & FINRA rule changes often outpace generic IT patch cycles
Market volatility spikes create sudden support surges that unprepared desks can’t handle
Unencrypted emails put sensitive client PII at risk and breach FINRA & PCI-DSS standards
Most MSPs fix computers. Be Co speaks your language—understanding portfolio risk, compliance deadlines, and the reputational stakes that keep advisors up at night.
What You Get With Be Co:
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Whether it’s market volatility or a critical deadline, our goal is to stay out of your way—until you need us. When you hit a snag, your dedicated wealth-management IT engineer is ready to help.
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Zero-touch device setup gets new advisors up and running in minutes. When someone departs, one click in our SSO portal instantly revokes access across all systems.
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Our security platform monitors every desktop and server 24/7/365. With an average 8-minute MTTR, we discover and neutralize threats before they can impact your clients.
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Since 95 % of breaches start in the inbox, we deploy best-in-class email filtering and Identity Threat Detection & Response (ITDR) to secure your Microsoft 365 accounts and client data.
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Nightly backups of Microsoft 365, Google Workspace, and on-premise data—plus encrypted offline copies—ensure you can recover critical client records in any scenario.
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Zero-Trust Network Access (ZTNA) and cloud-native security tools lock down your infrastructure from endpoint to data center, ensuring every connection is verified.
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Automated patching, standardized device configurations, and real-time compliance checks keep your workstations aligned with SEC, FINRA, and industry best practices.
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We deliver tailored training, dark-web credential scans, and simulated phishing campaigns for wealth-management teams—turning your staff into a proactive line of defense.
Too many MSPs shuffle your calls through a revolving door. With Be Co, your wealth-management firm has a dedicated support squad—professionals who know your advisory platform, your team’s rhythms, and your business priorities inside and out.
Trusted Relationships.
Beyond “Random Help Desk”
Frequently Asked Questions
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We start with a discovery session, then schedule 30, 60, and 90 day checkpoints with your key advisors. Between those meetings, your dedicated IT expert is always just a call away.
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Yes. Our zero touch provisioning and hardened policies cover both macOS and Windows, so every device in your firm meets best practice security standards.
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Absolutely. We align our processes with SEC, FINRA, GLBA, and PCI-DSS requirements, and deliver all the documentation and evidence you need to demonstrate compliance.
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Flat-rate per user and per device—no hidden fees, no surprise invoices. You get unlimited support and enterprise-grade security for one predictable monthly fee.
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Yes. Using cloud-first management and Zero-Trust Network Access, we protect every login and device, whether your team is in the office, at home, or on the road.
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Yes. We provide a RIA focused WISP template and work with you to tailor each section so it reflects your firm’s workflows and compliance needs.
