Book a Meeting
Client Support

- Utah -

Financial Advisor
IT Support

You don't just manage portfolios. You hold your clients' trust and their financial future. We protect the technology behind it the right way.

Get Your Financial Advisor IT Questions Answered!

IT Support

Microsoft 365 Help

Managed Services

Cybersecurity

Wi-Fi Support

What Makes Our Financial Advisor IT Services Unique?

Advisor Software Experts:

We support tools like Redtail, Wealthbox, Orion, and Black Diamond with real wealth management IT knowledge.

Built for SEC and FINRA:

We help you keep compliant email and text archiving so records are ready when examiners ask.

Client Data Protection:

We protect sensitive financial data with encryption, multifactor authentication, and strict access control.

Reg S-P Ready:

We help you align with the SEC's updated privacy and incident-response expectations

Get Started Today!

Meet Dan! An Owner who cares about Financial Advisors.

If you’re reading this, you’re probably thinking about your clients, your fiduciary duty, and the next regulatory exam in the back of your mind. I get that. In wealth management, trust is everything, and a single data slip or a missing record can put both your clients and your registration at risk.

Providing financial advisor IT support isn’t just about laptops and logins. It’s about protecting the financial details clients share with you, keeping your email and texts archived the way regulators require, and making sure your CRM and planning tools stay secure and available. We handle the technology and the safeguards so you can focus on advising.

We’ve worked with advisors long enough to understand fiduciary responsibility and the weight of SEC and FINRA oversight. If Solzorro isn’t the right fit for your firm, I’ll tell you that. The goal isn’t to win your business. It’s to earn your trust and make sure the technology protecting your clients is something you never have to worry about.
– Dan Burt

Chat With Dan!
IT Help for Financial Planners

Our Financial IT Experience

Don’t just take our word for it, hear directly from a Law Firm client!
Sonya Peterson Profile Picture - Solzorro IT Services Testimonial

Sonya Peterson
@ Crawford Door Sales

“The entire Solzorro team is amazing. We have yet to have an issue they cannot work out for us. Hiring Solzorro was the best decision our company has made in a very long time!!!”
Wealth Management IT Is Different:
Choose a Partner Built for Advisors.
Wealth management runs on trust, fiduciary duty, and strict regulatory oversight, so your IT partner should understand SEC and FINRA expectations. A provider that specializes in financial advisor IT helps protect sensitive client data, keeps your records compliant and exam-ready, and supports your team securely wherever they work.

Exam-Ready Records and Compliance

Exam-Ready Records and Compliance

Regulators expect complete, retrievable records. We help you keep email and text archiving compliant so an exam doesn't turn into a fire drill.
Get Reliable IT Support

Protection Built Around Client Trust

Protection Built Around Client Trust

Client financial data deserves serious protection. We bring encryption, multifactor authentication, and access control that align with GLBA and the SEC's Reg S-P expectations.
Protect Client Data

Secure Work-From-Anywhere

Secure Work-From-Anywhere

Advisors meet clients at the office, at home, and on the road. We set up secure remote access and device protection that keeps client data safe everywhere.
Secure Remote Access

Advisor-Specific Experience

Advisor-Specific Experience

We support tools like Microsoft 365, Redtail, Orion, and compliant archiving solutions, and align security to frameworks like NIST and CIS.
Optimize My IT
Get Financial Advisor IT Help!
Years in Business
0 +
Endpoints Managed
0 +
5-Star Reviews
0 +
Tickets Resolved
0 +

Frequently Asked Questions

We support tools like Redtail, Wealthbox, Orion, and Black Diamond, keeping your stack running with maximum compatibility and efficiency.
Yes. We help you keep email and text communications archived and retrievable to meet recordkeeping rules, giving you exam-ready peace of mind.
We use encryption, multifactor authentication, and access control aligned with GLBA and Reg S-P, delivering fiduciary-grade cybersecurity.
Absolutely. We set up secure remote access and device security so your team stays productive and compliant from any location, with safe, simple connectivity.
Yes. We tailor our services to your firm's size and needs, delivering scalable IT support for any practice.