Wealth Mgmt $4B under management

Two businesspeople in a discussion

Client Stories

Long-term partner needed to support growth and industry requirements

What do you do when your current provider just does not provide all the services you need?

Enter Onepath with one of the broadest services portfolio’s in the managed services industry, but tailored to meet the needs of financial service clients.  IT services have so many flavors: on premise, cloud, hybrid, monitored, managed, compliant, secure, and more.  Fortunately, Onepath offers a full range of managed IT services and professional services for their clients.

With the goal of securing their data as effectively as possible, this wealth management firm needed a strong partner that combines everyday support with a managed security offering and annualized testing to keep you compliant and on budget. Onepath also provided mobile device management and advanced web filtering (DNS) to keep data on BYOD devices safer too!

Onepath was able to provide exactly what they needed – managed and monitored infrastructure, degreed engineers that answer all their calls for support and a broad cyber-security offering.

The CFO has been pleased with the best case scenario of Onepath providing great day-to-day support as well as a Disaster Recovery DaaS solution for business continuity. Onepath even had the vision to set up the firm’s phone system with a cloud failover so their clients would always have access.

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