Wealth management firms handle highly sensitive financial data, client portfolios, and regulatory information. A single IT disruption, data breach, or compliance failure can erode client trust and severely impact your firm’s operations. BeckTek provides proactive, secure, and compliant IT services tailored specifically for wealth management firms in Canada, ensuring your systems are always protected, efficient, and aligned with industry regulations.
BeckTek provides comprehensive IT solutions designed to enhance security, improve efficiency, and reduce technology-related stress for businesses. With over 20 years of experience, we offer proactive, fully managed IT services to keep your business running smoothly.
Our Managed IT Services provide 24/7 monitoring, system maintenance, and proactive support to prevent downtime and ensure your business operates efficiently.
Layered cybersecurity protects your business from phishing, ransomware, and other common threats.
You receive fast, local support that quickly resolves technical issues and keeps your business running.
Your critical data is securely backed up both on-site and in the cloud, ensuring quick recovery from loss or attacks.
VoIP solutions provide clear calls, remote access, and conferencing to boost communication and cut costs.
Your email stays safe with advanced encryption and real-time filtering that blocks phishing and malware.
You stay compliant with regulations like PIPEDA and PCI-DSS, protecting sensitive data and avoiding penalties.
Regular risk assessments identify vulnerabilities and develop strategies to keep your business secure and running smoothly.
BeckTek is the ONLY IT company in Atlantic Canada to receive the Greater Moncton Excellence Award for Service Excellence.
We ensure wealth management firms meet regulatory requirements such as PIPEDA, PCI-DSS, IIROC, and CSA regulations like CANCIOSC 104:2001 by implementing data protection policies, encryption, and access controls. Our compliance audits and risk assessments ensure your firm consistently adheres to legal standards, reducing the risk of fines and penalties.
Wealth management firms handle sensitive financial data, making them prime targets for ransomware, phishing scams, and data breaches. BeckTek protects your firm with multi-layered cybersecurity strategies, including firewall protection, endpoint security, real-time threat monitoring, and employee security awareness training.
Yes. BeckTek offers support for a variety of financial planning, portfolio management, CRM, and compliance software platforms. We ensure smooth integration, system optimization, and provide technical support tailored to the software tools used by wealth management firms.
We offer 24/7 proactive system monitoring, regular maintenance, and guaranteed one-hour emergency response times. Our proactive approach detects and resolves issues before they cause downtime, ensuring your business remains operational at all times.
We implement VPN configurations, secure cloud solutions, and mobile device management policies, allowing financial advisors and teams to securely access client information from remote offices or while working off-site, without compromising security.
Absolutely. Our disaster recovery services include automated data backups, encrypted storage, and comprehensive recovery protocols, ensuring fast restoration of client data and financial records after any unexpected event or cyberattack.
Our IT services are fully scalable. Whether you’re adding new advisors, expanding to additional offices, or adopting new financial software, we customize our solutions to meet your firm’s evolving needs while maintaining performance and security.
BeckTek offers fixed monthly pricing based on the size and specific needs of your firm. Our transparent pricing model eliminates surprise fees and provides predictable IT costs for comprehensive support and security.
“Our experience with BeckTek has been exceptional. Since implementing their proactive approach to IT management, our service requests have dropped by 75% and productivity has effectively increased because we are no longer spending hours each month troubleshooting and trying to resolve IT issues. Having BeckTek as our trusted Technology Management Firm, I have the peace of mind that our needs are being well looked after.”
Sam Lanctin
Registrar New Brunswick College of Pharmacists
“With BeckTek, I know our best interest are being looked after as they ensure we have the best solutions for our needs. Their proactive approach to technology means problems seldom crop up however they get things sorted out quickly and efficiently when they do. BeckTek is a provider I would strongly recommend.”
Nancy Whipp
(Retired) CEO CPA New Brunswick
“BeckTek knows how important technology is to business having seen the impact on the bottom line when technology goes astray. The preventative measures BeckTek brings to the table are well worth the investment.”
Paul Robichaud
President, EPR Robichaud Certified Professional Accountants
Protect sensitive financial data, meet compliance standards, and streamline your operations with BeckTek’s specialized IT services for wealth management firms in Canada.
