IT Support for Financial Advisory and Wealth Management Firms in South Africa

Stratus IT provides managed IT services for financial advisory firms, wealth management practices, and IFAs across KwaZulu-Natal and Gauteng. We understand the compliance obligations, data security requirements, and operational demands facing FSCA-regulated businesses.

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How we keep your client data, compliance records, and systems secure

Financial advisory and wealth management firms hold some of the most sensitive client data of any professional service business. Data breaches, system failures, or communication disruptions carry significant regulatory and reputational risk.

These businesses also rely on a range of technology platforms: Microsoft 365 for communication and collaboration, practice management platforms like XPlan or Iress, and secure document storage for client files and compliance records. Keeping all of these environments stable and secure requires consistent, proactive oversight.

How we can help you

How we protect financial advisory firms, in practice

Outlook, Teams, SharePoint, and OneDrive configured for your environment.

Practice management platform support

Compatible with XPlan, Iress, and similar systems.

Tested, monitored backups of all critical client and compliance data.

Email security, threat monitoring, and access management to protect sensitive information.

Access controls, encrypted storage, and compliant data handling.

Stable internet and network infrastructure for client-facing operations.

Common software we support for financial advisory firms

Financial advisory firms we serve

Stratus IT supports financial advisory firms and wealth management practices in Durban, Umhlanga, Kloof, Morningside, Sandton, Johannesburg, Benoni, and surrounding areas.

IT Support in Umhlanga
IT Support in Pietermaritzburg
IT Support in Johannesburg
IT Support in Sandton
IT Support in Benoni

Questions financial advisory firms ask about IT support

We do not provide legal or compliance advice, but we configure your IT environment to support your compliance obligations. This includes access controls, encrypted data storage, documented systems, and tested backups.

Yes. Data security is a core part of our managed IT service. We implement the controls necessary to protect sensitive client information and monitor your environment on an ongoing basis.

We work proactively to prevent downtime through monitoring and maintenance. Our support desk is available to respond quickly if issues do arise.

If you would like to know anything else just send us a mail on
info@stratusit.co.za

When your IT is managed end-to-end, systems work reliably and issues are handled quickly and transparently.

No chaos, no excuses, just the assurance that experts have your IT covered.

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Managed IT that works properly

When IT isn’t managed properly, systems fail and vendors point fingers. We run your IT properly, end-to-end, so your systems work reliably and issues are handled transparently.

Download our IT Self-Check Tool

Is Your IT Supporting Your Business or Holding It Back?

Most business leaders don’t realise their IT has problems until something goes wrong. By then, it’s cost them: downtime, security incidents, or client trust. This self-check tool identifies where you are vulnerable.

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