IT Services for Financial Advisors in Burlington
Specialized technology solutions for Burlington financial advisors and wealth managers. CRM integration, secure client portals, compliance management, and cybersecurity designed specifically for financial services professionals.
Serving Burlington Financial Professionals
Specialized IT solutions for all types of financial advisory practices
Financial Advisors
Independent and affiliated advisors
Wealth Managers
High-net-worth client services
Financial Planners
Comprehensive financial planning
Investment Firms
Portfolio management and advisory
Technology Solutions for Burlington Financial Advisors
Complete IT services designed for the unique needs of financial advisory practices
Financial CRM Systems
Implementation and integration of Salesforce Financial Services Cloud, Redtail, Wealthbox, and advisor-specific CRM platforms
Cybersecurity & Compliance
Advanced security measures and regulatory compliance for client data protection and industry standards
Secure Client Portals
Protected platforms for document sharing, account access, and client communication
Portfolio Management Integration
Integration with portfolio management, financial planning, and reporting tools
Document Management
Secure storage and organization of client files, compliance documents, and financial records
Remote Work Solutions
Secure remote access for advisors meeting clients and working flexibly
Financial Services Technology Expertise
We support leading platforms for Burlington financial advisors
CRM Platforms
Salesforce, Redtail, Wealthbox, Junxure
Portfolio Management
Orion, Black Diamond, eMoney, MoneyGuidePro
Document Management
Laserfiche, SharePoint, SmartVault
Client Portals
Advisor Portal, eMoney, RightCapital
Why Burlington Financial Advisors Choose Us
We understand financial services. From regulatory compliance to client data security, we provide reliable IT infrastructure that helps your Burlington practice grow while protecting what matters most—your clients' trust and their financial information.
Specialized IT Services for Financial Advisors in Burlington, Ontario
Evolved Technology Group provides specialized IT services for financial advisors, wealth managers, financial planners, and investment professionals throughout Burlington, Oakville, and the surrounding area. We understand that financial services professionals have unique technology requirements centered on data security, regulatory compliance, client confidentiality, and seamless CRM integration. Our solutions help Burlington financial advisors deliver exceptional client service while maintaining the highest standards of security and compliance.
CRM Integration and Portfolio Management Technology
Burlington financial advisors trust us for CRM implementation and integration including Salesforce Financial Services Cloud, Redtail, Wealthbox, and Junxure. We connect your CRM with portfolio management systems like Orion, Black Diamond, and eMoney, creating seamless workflows from prospect to client. Our team handles data migration, customization, training, and ongoing support to ensure your technology stack works together efficiently.
Cybersecurity and Compliance for Financial Professionals
Protecting sensitive client financial information is critical for financial advisors. Our solutions include encrypted data storage, secure client portals, multi-factor authentication, and comprehensive security monitoring. We help Burlington financial professionals meet regulatory requirements with proper data retention, audit trails, and compliance documentation. Our cybersecurity approach protects both your practice and your clients' trust.
Trusted Technology Partner for Burlington Financial Advisors
From independent advisors to multi-advisor practices across Burlington, Oakville, and the surrounding area, financial services professionals trust Evolved Technology Group for reliable, secure IT solutions. Our team combines technical expertise with understanding of financial services operations and regulatory requirements. We provide the technology foundation that allows your practice to focus on client relationships while we handle IT infrastructure, security, and compliance. Contact us today to learn how we can support your Burlington financial advisory practice with tailored technology solutions.