Case study · Financial · Real Estate
Fractional CTO for a boutique wealth and real estate advisory firm
Cloud, cybersecurity, continuity and compliance for 15 advisors serving private family and private equity clients.
15
Advisors supported
The challenge
What the client needed.
A boutique advisory firm with 15 advisors serving private family and private equity clients needed to protect highly sensitive financial data, meet privacy regulations and align technology with its growth plans, without a full-time technology executive.
At a glance
Client
Boutique wealth & real estate advisory firm
Industry
Financial: Accounting, Banking & Insurance, Real Estate & Development, Private Equity / M&A
Services
Cloud Solutions
Cybersecurity
Consulting & Compliance
Technology
- Cloud infrastructure
- Multi-factor authentication
- Encryption
- Threat monitoring
- Backup & DR
Our approach
How we delivered it.
Cloud infrastructure
Designed and maintained cloud systems that give advisors secure, efficient collaboration and client access.
Layered cybersecurity
Deployed encryption, multi-factor authentication and continuous threat monitoring.
Backup & continuity
Implemented backup and disaster recovery to minimize data loss and keep the firm running.
Compliance & privacy
Developed and enforced data handling practices aligned with regulatory requirements.
Strategic leadership
Advised the CEO on technology investments, security priorities and growth.
The results
What changed.
- Data protection clients expect. A high level of security and compliance for private family and private equity clients.
- Reliable, scalable cloud. Stable infrastructure for advisor collaboration and secure client interaction.
- Stronger client trust. A reputation for security and reliability with high-profile clients.
- Executive-level IT leadership. Strategic, responsive support that lets the firm focus on clients.
Project led by Daniel Miret.
More case studies
Results we’ve delivered.
Financial: Accounting
IT operations and security for a multinational accounting firm
Secure onboarding, device management, backups and training for 60+ accountants and CPAs, 80% of them remote.
- 60+ Accountants, CPAs & staff
- 80% Remote workforce
Read the case study: IT operations and security for a multinational accounting firm
Financial: Insurance
IT infrastructure and VoIP call center for a new health insurance brokerage
A server room, structured cabling, devices and a CRM-integrated VoIP call center built from scratch for 20 agents.
- 20 Agents equipped
Read the case study: IT infrastructure and VoIP call center for a new health insurance brokerage
Marine & waterfront
Security and high-speed connectivity for a waterfront marina
Point-to-point wireless, weatherproof cameras and access control for boat slips, storage, docks and parking where wired internet was limited.
- 4 Zones secured: slips, storage, docks & parking
Read the case study: Security and high-speed connectivity for a waterfront marina
Start here
Facing a similar challenge?
Tell us where you are today. A senior consultant will respond within 24 hours.