IT Managed Services, Cyber Security, & Compliance: Wealth Management

Our SOC 2 Type 2® compliant Managed IT Services have been designed to serve Wealth Management Firms and the unique needs of your industry. Your technology needs to be reliable and secure. You can Trust IT to Us®.

Wealth management fixed fee it
Bhelped for wealth management

BHelped for Wealth Management Firms– IT Service for Small Businesses

We specialize in IT Support for Wealth Management Firms. Our BHelped for Wealth Management service package offers everything your small firm needs to stay secure, compliant, and successful. We tailor our services to meet the unique needs of your firms.

IT Support – Fast, Reliable, Trusted

You need an IT Managed Service Provider that understands Wealth Management Firms. We’ve helped industry-leading companies for over 26 years stay protected, productive, and happy. Here are some of the ways we can help you.

Accounting icons 01


Quick & Responsive IT Support, 100% US-Based

Accounting icons 02

Tailored Service

for Wealth Management SMBs

Accounting icons 03

Cyber Security & Compliance

Proven & Audited

Soc logo teal

SOC 2 Type 2® Compliant – We Take Cyber Security & Compliance Seriously

Fixed Fee IT is one of the few SOC2 Type 2 compliant IT Service Providers in Portland. We’ve been audited (which is a good thing!). Our procedures are rigorously assessed to exceed security and privacy standards. Providing third-party audited proof that you can Trust IT to Us®.

We’re Ready to Help

You can count on us to help your wealth management firms succeed. Our team of experts is ready to discover how we can keep you protected, productive, and happy. Let’s set up a time to talk. No pressure, no hassle, just IT Help.

The Fixed Fee IT team guided us through every step of the process and exceeded expectations at every juncture. The whole experience from strategy sessions, through implementation, to post implementation monitoring and maintenance has been painless and stress free. The best part has been the confidence that our company now has in our IT systems and the Fixed Fee IT team, we know our problems will be addressed and resolved in an expedited manner because Fixed Fee IT treats our business like it's their business.
— Matt Martinez
HSM Washington
© 2022 Fixed Fee IT • Privacy Policy Site by Daylight