IT for Financial Planners, Wealth Managers and IFAs

You can outsource your IT, but under FCA rules you can't outsource the responsibility for it.

And from March 2027, a serious incident has to reach the FCA within twenty-four hours.

Advice firms build their technology a piece at a time: a planning platform, a client portal, Microsoft 365. It works. The evidence just tends to lag behind.

Systech makes your IT something you can stand behind.

We start with email and sign-ins, where impersonation and payment-diversion attempts reach your clients.

Then oversight evidence you can show: what we do, how we report it, and what you can hand the FCA.

And an incident runbook covering the FCA, the ICO and your clients, written before you ever need it.

Microsoft specialists, ISO 27001 certified, and holders of Cyber Essentials ourselves.

Book a call, and we'll show you the evidence you could hand the FCA today, and what your runbook should cover.