Welcome to our video. We appreciate your interest and taking the time to learn more about us. In this video, we address seven of the most frequently asked questions to help you understand why we might be the right fit for your needs.
How are we different?
Many clients reach out to us because they are frustrated with poor customer service and slow response times, or because their current provider doesn’t understand the unique challenges faced by RIAs.
We assign a dedicated team to each client, including a technical account manager, a primary help desk engineer, and a senior IT manager. This team works closely with you at tactical, operational, and strategic levels so your needs are met promptly and effectively.
Our customer satisfaction score consistently hovers around 98.5%, reflecting our commitment to exceptional service.
Cost Transparency
Our pricing is straightforward: $155 per employee per month, regardless of the number of devices. Additionally, we recommend a Microsoft 365 Enterprise subscription at $55 per employee per month, with an optional $5 for Teams.
There’s also a one-time setup fee, typically around $2,500, depending on your specific needs. You can find more about our pricing here.
Service Inclusions
Our comprehensive service plan includes IT management, security and compliance, disaster recovery, hosted email, and more. While we don’t handle website or software development, we cover all aspects of IT management to keep your operations running smoothly.
A detailed list of our services is included here.
On-Site Support
Most clients opt for our flagship remote support service. However, if on-site support is needed, we offer visits at $150 per hour, ensuring flexible and accessible assistance wherever you are.
Employee Onboarding
Onboarding new employees is streamlined with our efficient process. We handle everything from setting up computers to ensuring necessary software and permissions are in place, all with minimal input required from you.
Transition Process
Our transition process minimizes downtime. We start with a pre-kickoff call and a kickoff meeting, followed by building a parallel environment. Within 30 days, we switch to the new system with minimal disruption, ensuring a smooth transition.
Getting Started
To begin, simply fill out the order form included in our proposal. Once received, we’ll schedule a pre-kickoff call and a kickoff meeting to get things rolling.
We hope this overview answers some of your initial questions and look forward to discussing how we can support your IT needs in more detail.