Wealth Management

Proda Technology provides wealth management clients with technology solutions to operate efficiently, effectively, and securely. By providing cybersecurity, IT infrastructure management, compliance, disaster recovery and business continuity, and cost savings. Proda Technology enables wealth management firms to focus on their core mission of helping clients manage their finances and achieve their financial goals.

• Cybersecurity: Wealth management businesses deal with sensitive financial information that is highly attractive to cybercriminals. Proda technology provides cybersecurity solutions to protect against potential cyber-attacks, including firewalls, intrusion detection systems, antivirus software, regular security audits and assessments.
• IT Infrastructure Management: By monitoring your entire technological environment, we are able to stay ahead of potential issues, optimizing system performance and minimizing disruptions before they occur. We identify resource trends within your firm and provide you with a plan for future capacity requirements to ensure scalability as your business grows.
• Compliance: Wealth management businesses are subject to a range of regulations, including SEC, FINRA, and GDPR. MSPs can help ensure compliance with these regulations, including conducting regular audits, implementing policies and procedures, and providing employee training.
• Disaster Recovery and Business Continuity: Wealth management businesses must have a disaster recovery and business continuity plan in place to minimize downtime and ensure the safety of their clients’ financial information in the event of a natural disaster, cyber attack, or other disruption. Proda Technology helps firms develop and implement such plans and provide ongoing support to ensure their effectiveness.