Managed IT Services For Financial Services

Our Managed Service Agreement is called FLEX.

With FLEX’s hybrid style pricing model you only ever pay for the amount of services and support that you consume. Think about it like your water bill: you wouldn’t be happy to pay for the same amount of litres consumed as your neighbour, so why would you pay the same fixed rates for IT support as the business next door? On FLEX, you’ll still receive all of the proactive monitoring and maintenance that you’d expect from your Managed IT Agreement, but without the exclusions and hidden fees.

Google Workspace is home to the apps that more than business owners across the world know and love. Gmail, Calendar, Drive, Meet and more. Now with Gemini for Workspace to boost productivity with AI.

Microsoft Office 365 (O365) is the subscription-based version of Microsoft Office which is hosted in Microsoft’s cloud. It comes with the standard office productivity tools that Office users will be familiar with including Word, Excel, Outlook, OneDrive and PowerPoint to name a few.

Most business who have Office 365 will be on the Business Premium edition. This provides them with Exchange online (emails hosted by Microsoft). There are two other applications included with Business Premium: Sharepoint and Teams.

We can educate O365 administrators and users, and to configure your O365 environment based on company structure and best practice. We can help with:

• Initial O365 Configuration Consultation
• Configure O365 Environment based on Best Practices
• Restrict User Permissions to Maintain Information Structure and Control
• Training: How to Effectively Use O365 (Including OneDrive, Teams and Sharepoint)
• Training: How to Administer O365 (For Office, Practice and IT Managers)

Teams Calling is a feature within Microsoft Teams that can manage voice and media communication. With Teams Calling, you can answer and receive phone calls from any device that supports Microsoft Teams. With Teams Calling, you are assigned a phone number, and you can make outbound (and receive) calls with your number, regardless of whether the other user is using Teams or not- just like using a traditional SIM.

Teams Calling has multiple benefits:

• Neither parties are required to be active on Teams to make a call
• No need to go off platform to a personal mobile number or Zoom

Teams calling also adds an extra layer of professionalism to your organisation with the following features:

• Music on hold
• Call forwarding
• Call transferring
• Group calls
• Simultaneous ringing

The Microsft Surface suite of products are the ultimate range of hardware for the modern business.

From the ultra chic Microsoft Surface Go 2 tablet for busy employees on the move, through to the Microsoft Surface Studio for a no compromise desktop solution, there is a Microsoft Surface product to accurately address even the most complex hardware requirements in your organisation.

We are competent in servicing all Mac and Windows devices. 

The Iress full suite of financial advice software provides better ways to track revenue, analyse data, source and compare the right financial products and deliver quality advice more efficiently. If you’re looking for a holistic adviser platform that offers easy-to-use advice tools, with a reliable CRM and back office system, they’ve got you covered.