Integrated, Inc. – Wealth Advisors
Above all else, Integrated, Inc. - Wealth Advisors genuinely wants their clients to enjoy their wealth, not worry about it. They begin by learning about their client's needs, dreams and goals - after which they deliver a careful plan to pursue them. When they decided to step up their technology, they wanted to work with a company that followed the same philosophy. When they saw how Synergy Services listened and made every effort to truly understand their business needs, they knew they found the right partner.
Synergy immediately understood the importance of data security when working with Integrated Wealth Advisors. Client data needed to be protected behind a solid firewall, with the highest level of security and monitored backups. They also benefited from the installation of standardized software and versions, all hosted in a way so everyone benefited from upgrades without touching more than one computer. And everything that stores information is protected in a safe physical environment. That's more than just data protection - that's business protection.
- Complete data security resulting in compliance with all financial industry security audits.
- Significant cost and time savings by developing an application library for all financial advisors. Updates and application restorations are now done on a single location rather than multiple computers.
- Predictable budget management by providing services within a monthly retainer. No extra charges, no surprises..
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