Expert IT Services for Investment Groups

Portfolio managers need to act quickly and confidently in an unpredictable stock market. They must receive real-time access to market information plus a convenient way to contacting partners. Any inaction due to IT outages can hurt client portfolios through missed opportunities for growth and the inability to cut losses short. SwiftTech Solutions can help your organization protect client relationships by ensuring maximum uptime of staff devices and software.

  • Business Intelligence: Centralized access to client portfolio activity/breaking market news/stock research
  • Remote Office: Complete workload from any location and at any time
  • Collaboration: Meet with clients through their preferred communication method
  • Continous Availability: Constant uptime of devices/software/email accounts/phone systems
  • System Reporting Accuracy: Create accurate business reports for investors
  • Data Security: Protect confidential client data from breaches
  • Business Process Automation: Use technology to automate manual processes
  • Industry Compliance: Comply with GBLA/Dodd-Frank Act/SOX/PCI/GDPR standards

Take advantage of growth opportunities
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Deploy digital workspaces integrating client portfolio information, the latest stock news, emails, calendar appointments, communication system shortcuts, and network file access.

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Switch software tools from locally installed to cloud versions, especially for portfolio management

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Provide security best practice training for employees that handle confidential information

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Use a cloud phone system that includes voice, fax, SMS, video conferencing, and instant messaging

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Use mail filtering software to block fraudulent senders, malware attachments, and malicious web pages

Our solutions to your business problems

SwiftTech Solutions works with clients from a variety of industries. We'll create a tailor made solution for the way you work.