Financial Advisers

Are you handling financial and personal data? Are you struggling with complex challenges faced with ever-evolving regulation and compliance from the ICO, FCA and GDPR?

Financial Advisers must enable the secure collection and distribution of financial, regulatory and customer data to keep pace with their competitors.

Having worked with Finance Advisers for 20+ years, we have the expertise to deliver tailored, compliant and secure technical solutions that enable agility, security, and performance, whilst maintaining client privacy and security at the forefront of our services.

WHY IPEX TECHNOLOGIES

Our IT services are about more than equipment, systems, and processes. They’re based on understanding business objectives, and providing tailored, cost-effective solutions to meet them. Supporting multiple sectors with our in-depth knowledge and insights, IPEX Technologies is your one-stop-shop for end-to-end I.T. service - from strategy to delivery - customised to suit your business needs.

EXPERT ADVISORS

Based on in-depth understanding of industry challenges and sector critical technology, we focus on changes that align with your business. Consider our experience and resources a genuine extension of your team.

CUSTOMER-CENTRIC

Every organisation has different priorities and requirements. Our advisors work with you to develop tailored solutions to solve your problems, meet your specific needs, and provide tangible results.

INDUSTRY EXPERIENCE

We have 20+ years’ experience working with Financial Advisers. Our team have worked across a diverse range of private and public sector with in-depth knowledge in regulation, transformation and trends.
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VALUED PARTNERS

Successful I.T. infrastructure is based on both expertise and the right technology partners. We have strategic partnerships with several providers including Sophos, HP and hold Microsoft Silver Partner status.

Get started with an I.T. & Security Audit

Our IT & Security Audit is an in-depth inspection of your existing IT infrastructure, services & environment. The audit adopts Cyber Security best practices as per National Cyber Security Centre (NCSC) and the FCA guidance.

Our audits are designed to help equip and protect businesses for efficient, secure working in the modern online workplace.

We then help you to implement changes and improvements to get your organisation to its optimal I.T. and Security setup.

OUR SERVICES

Our team of consultants can provide you with expertise across the following areas. We aim to ensure you receive market leading advice, services and support.

All
Financial Services
Accountancy
Manufacturing
Administration
I.T. Security
Data and Device Security
Support Services
Security Focused Proactive Support
Microsoft 365
Experts in full compliance.
Cloud Services
Azure, AWS & G-Cloud Migration
Microsoft CRM & ERP
Complete CRM / ERP System
Connectivity
Broadband & Cloud Phone Systems
Secure Monitored Websites
Integrated into CRM / Back Office Systems
Document Management (DMS)
Integrated DMS with CRM / Back Office System

HOW WE WORK: 6 SIMPLE STEPS

WE OFFER OUTSTANDING I.T.
  • ADVICE
  • SERVICES
  • STRATEGY
  • SECURITY
  • TRAINING

INTRODUCTION

Discovery call icon

DISCOVERY CALL

A brief introductory call to get to know your business, I.T. needs, services and goals.

EXPLORE

I.T. Audit icon

I.T. & SECURITY AUDIT

An in-depth inspection into your existing IT infrastructure, software, devices, physical access, etc.
No obligation.

ADVISE

Audit report icon

AUDIT REPORT

Results of the Audit and IPEX's recommendations to improve security and implement better levels of adoption.

IMPLEMENT

Technical Meeting Icon

THE PROJECT

Action plan based on recommendations. We guarantee to get you up and running at a fixed cost.

SUPPORT

The Project Icon

TRAINING & CHECK-IN

Complimentary Security audit every 12 months. Continuous training and regular support.

STREAMLINE

Support Services Icon

IMPROVEMENTS

Get the most out of your Microsoft 365. Analysis of your key systems and solutions, highlighting areas for improvement.

INTRODUCTION

Discovery call icon

DISCOVERY CALL

A brief introductory call to get to know your business, I.T. needs, services and goals.

EXPLORE

I.T. Audit icon

I.T. & SECURITY AUDIT

An in-depth inspection into your existing IT infrastructure, software, devices, physical access, etc.
No obligation.

ADVISE

Audit report icon

AUDIT REPORT

Results of the Audit and IPEX's recommendations to improve security and implement better levels of adoption.

IMPLEMENT

Technical Meeting Icon

THE PROJECT

Action plan based on recommendations. We guarantee to get you up and running at a fixed cost.

SUPPORT

The Project Icon

TRAINING & CHECK-IN

Complimentary Security audit every 12 months. Continuous training and regular support.

STREAMLINE

Support Services Icon

IMPROVEMENTS

Get the most out of your Microsoft 365. Analysis of your key systems and solutions, highlighting areas for improvement.

OUR TECHNOLOGY PARTNERS

SEE WHAT OUR CLIENTS HAVE TO SAY

Speak to one of our expert advisors

Please contact us for further information in relation to our services and one of our team members will be in touch.

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