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Financial Advisor Tech

"An investment in knowledge pays the best interest." Benjamin Franklin

Financial Advisor Tech

Advisors are engaging with the latest digital innovations

Not only are they bringing fresh thinking into their teams at all levels, but are helping customers in their engagement with technology.  Authentic dialogue builds trust with a growing class of mass affluent households, whose daily lives are impacted by all things having to do with computers.

The financial advice and wealth management industry is enjoying technology innovations.  These tools assist in sourcing, onboarding, advising and retaining clients.  You may feel overwhelmed by regulatory obligations surrounding data protection and privacy.  Here too advisory & wealth tech is flush with providers who are helping you stay compliant.  In an online society that is increasingly exposed to malicious actors, the advisors and planners know they are prime targets for cyber criminals.  They are therefore focusing on robust systems and security processes from dedicated technology providers.

Managers are inundated by advisory & wealth tech solutions

Be it consultants who are offering guidance on your digital journey, or technology providers with fascinating and often ground-breaking solutions, you are understandably spoilt for choice.  Ultimately, the quality of integration is more important than the best productivity tool.  To begin this digital journey is often baffling, appears like taking a huge leap of faith, and will certainly tie up precious investment capital.

Learn how to use the stuff you already have

It could be as simple as first taking a closer look at the technology estate you are already paying for.  In other words, making better use of the native features of the software which is rich in functionalities that are ignored.

Upskilling your teams in computing essentials is also a successful approach.  From the executive through to all levels of employee, you are collectively steeped in technology as users.  Your goal should be to empower teams to discover tools by building confidence in IT know-how.

Kloudwerk’s editorial board publishes regular insights.  They aim to strip away the tech jargon and instead offer plain English summaries of computing subjects which will hopefully resonate with you and your team.

Our Memo provides further insight.


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Imagine you own a house and want to add an additional floor. First you have to review and strengthen the foundations. This service builds cybersecurity foundations to facilitate growth in a resilient, timely manner.

This service will also provide the company with a cybersecurity risk assessment and improvement plan but with significantly more support from a senior consultant to help the company embed improvements in a continuous, timely manner


The dreaded car MOT is looming. It’s the unforeseen wear & tear that results in some necessary annual maintenance. Our cybersecurity review will highlight what needs to be done as your engineers.

In addition to the context gathering stage and security footprinting service, a senior consultant will perform a risk assessment to understand the company’s cyber risks and provide recommendations. They will also be available to undertake monthly calls for answering questions, providing guidance and checking on whether risks are reducing.


You’re embarking on a more active lifestyle, chosen to go on a diet and get in shape. Think of this service as the cybersecurity equivalent of the personal trainer, helping you along the way.

After an initial context gathering stage, a junior security consultant will be available once per month to answer questions and provide recommendations based on company goals and activities. A cybersecurity footprinting service will allow the company to continuously monitor its external security posture.

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