How Our IT Support Services Can Help IFAs

As an IFA, technology will play an important role in the work that you do. But with clients to see, financial products to research, and legal developments to keep up to date with, the last thing you want to be doing is messing around with the office printer and trying to learn all about GDPR.

We’ll help you protect financial details

Chances are you handle extremely sensitive financial data on a daily basis. Gone are the days when clients bring their financial documents into your office to be photocopied. Thanks to the growth in technology, clients are now much more likely to send you copies of their payslips, utility bills and receipts via email.  

As a result, it’s crucial that you take precautions to protect everything from your email accounts and electronic devices to your cloud storage tools and your servers.

With so many things to think about, it can be difficult to know where to begin. For this reason, we can take all-things security related off your hands, leaving you to focus on what you do best.

While you’re advising your clients on how to make their money grow, we’ll be in the background ensuring everything’s as safe and secure as it can be.


We’ll introduce you to the right tools for the job

You’ve spent years learning everything there is to know about pensions and investments. Meanwhile, we’ve been busy honing our craft in the world of IT. We know this stuff like the back of our hands, so if there’s a digital tool that can make your job easier, we’ll be the first to know about it.

Whether you’re looking for something to make collaborating with colleagues easier or you’re wondering which email marketing platform is most suitable for your services, we have a team of experts on hand to provide IT Support.


We’ll educate your team

As passionate as we are about taking some of your workload off your hands, we know that in order to get the most out of your company’s IT, your employees need to have some understanding of it. This is why we’ll happily educate your team on the need-to-know basics when it comes to everything from cyber security to the cloud.


We’ll take charge if things go wrong

We feel strongly about the phrase ‘prevention is better than cure’ and these words inspire us to take all the precautions we feel necessary to reduce likelihood of any issues. Nevertheless, in the unlikely event that a problem does arise, from a slow internet connection to a dodgy printer, we can step in and resolve the issue, leaving you to focus on advising your clients.


If you’d like to learn more about how we can help IFAs, please get in touch with the team at Prism.