Private Wealth Management IT Services In Toronto

Is your Private Wealth firm struggling with IT Issues? Are you losing trading time for your clients?

Upgrade to our Managed IT services designed for Wealth Management firms.

Benefits of Selenium Technology Partners Wealth Management IT Services in Toronto:

  • Ready 24/7 for your IT support requests. Dedicated to your finance team.
  • Instant call pickup with technicians based right here in Toronto. No outsourcing, no chat bots, no time-consuming call-waiting.
  • 10-minutes onsite service for all critical issues with your trading partners and custodians.
  • Flat rates for Private Wealth Management IT services and unlimited issue response.
  • Guaranteed service levels and response times. You can focus on daily trading, not your IT.
  • Specialized service support. Fund Service Partners, Order Management Systems (OMS), Execution Management Systems (EMS), Portfolio Management Systems.
  • For 22+ years. We’ve built and maintained dedicated wealth management IT services in the finance industry.

Request a quote for Private Wealth Management IT Services in Toronto


A Deep Dive Into our Private Wealth Management IT Services

Our CIO has direct experience working in capital markets firms for 26 years. Including BMO Capital Markets (Trading Floor & Equity Research). As well as Scotiabank Capital Markets (Equity Research).

Over 35% of our client portfolio is in this sector.

private wealth management it services

Private Wealth IT Security

We know how important it is for your firm to protect your client’s financial data. Information Security is by far our biggest concern as well. We put in place technologies and processes to ensure:

  1. We protect sensitive and trading client privileged information. Whether it’s in transit or at rest in all systems.

  2. We analyze your businesses vulnerabilities. We implement procedures and technologies to prevent data leaks. This prevents the loss of client data, and employee errors.

  3. We find and remove any gaps with how you use technology. We make sure it works for you, under the right service controls.

  4. We perform risk assessments of all your staff. We ensure they’re trained to spot threats. Trained on how to deal with them before they become a problem.


Private Wealth Management IT Support Solutions Designed For Finance Teams

No two hedge fund firms, or private wealth management firms are the same. Why would you want an IT solution that wasn't designed for your finance firm? The Selenium Group provides a finance based IT Service, fitting your firm. This allows your portfolio managers and trading team to better serve your clients.

Hardware Services

Hardware is critical to the wealth management services you provide. We make supporting your firm's hardware easy. Every firm as different hardware specs. We support any hardware you need. That includes all high-end desktop computers, to low-latency fiber hardware. We're here to support your ever-changing system needs. We manage the lifecycle of all hardware so you can keep that technology edge.

Finance Software Services

The business of finance and wealth management has unique software dependencies. Including portfolio systems, custodian, market intelligent platforms, OMS, EMS, Algo trading, workflows, etc. It's a complex universe of applications, services, and vendors. We have the necessary business relationships and support expertise. We are an IT finance industry expert.

Finance Cloud Solutions

Cloud Services can be an offering a finance firm can consider. A few things need to happen with cloud security. A private cloud is more secure, better adaptable to changes. Some services like Microsoft 365 are viable options if secured. You need to know the risks and options to make the best informed cloud decision. In the end, technology needs to service your financial firms' needs and protect your client's assets.


Advantages of Our Private Wealth IT Service

How To Choose The Right Private Wealth Management IT Services?

Choosing the right technology and IT support service is critical. For your wealth management firm to have an IT advantage. IT can be far from your expertise. We make this easy. We offer a free one-hour complete assessment to get you started. Our private wealth management IT services will point you in the right direction. Giving you the evidence you need to move forward in your decision.

private wealth management it services
Finance Apps & Services

Finance Applications & Services We Support


Wealth Mgmt IT Service Discount Value 2022


No install fees. Based on current IT service.

  • No Installation Fees

    No upfront fees. No hidden fees. Cost is per person, per month.

  • Technology Assessment

    We inventory and asses all IT systems and service assets. For free.

  • IT Strategy

    We create a strategic IT plan aligned with your fiance firms' unique requirements.

Take Advantage Of Our Discount

Request a quote for our private wealth management IT services based on your current service fee. Note your current situation, why you need an upgrade, and let's discuss getting you onboard.

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