IT Support for Financial Planners

Your consumers expect a lot from your business. Not only do they rely on you to save for the future, but they come to you for financial advice and guidance. That is why we enjoy helping our Financing Service clients meet their compliance needs and achieve their long-term goals more efficiently.

About Our IT Support

Tekdoc has been forming strong partnerships with Financial Planning companies since 2004. We have enjoyed working with Financial Planners to meet their compliance needs and achieve their long term goals.

Here’s what we offer in our all-inclusive managed services…

Server and Network Management

You rely on the availability of your server and network to get things done. We minimize downtime to improve your productivity and make it easier for you to service customers.

Remote and Onsite Support

With just an Internet connection, our engineers proactively monitor and maintain your vital IT systems. If something does go wrong, we travel to you and get everything taken care of as quickly as possible.

Virtual CIO Services

Need advice on technology issues? Looking to make a strategic business change that might impact your technological needs? The experts at TekDoc are here to be your vCIO – but without the cost of hiring one.

Unlimited Help Desk Support

With our help desk support, you get on-demand access to technological expertise delivered by a real person,. Our team is available various hours throughout the day to help with troubleshooting, remote support, and more.

Email Services

If you’re like most organizations, a bulk of your communication is done by email. The team at TekDoc works hard to minimize email server downtime so you can conduct business with total confidence.

Years of Experience with Financial Planning Companies

We are an organization focused on growth and compliance and we understand the needs of organizations with evolving business objectives. We are excited to partner with you to provide the services and solutions that go beyond what the general managed service provider can do.

Let's Talk

Outsource or Upsource We’re Here to Help

Whether you’re a smaller business with no IT person or a medium-sized business with an IT team that is a bit overwhelmed, TekDoc is here to help. Our team of friendly, knowledgeable technicians becomes an extension of your organization – lightening your workload by taking care of routine maintenance, monitoring your systems for vulnerabilities and troubleshooting issues as they arise. Plus, we do all this at an affordable rate with no surprise fees.

  • You pay a fixed monthly fee for us to keep everything running smoothly, no matter what.
  • There is no limit to the number of help desk or support hours you can use.
  • We do all of the proactive maintenance we can to minimize downtime.
  • You enjoy the peace of mind that comes with not having to worry about IT issues.
  • Our rates are affordable and usually cost less than hiring a full-time IT professional.
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