IT Support for Wealth Management
Firms in Johannesburg

We have worked with financial advisory firms across Sandton and the greater Johannesburg area since 2009, and one pattern is consistent: generic IT providers do not understand the regulatory and operational demands of wealth management. The consequences are severe — FSCA sanctions, POPIA breach notifications to the Information Regulator, and most critically, the loss of client trust that took years to build.

A wealth management firm is not a standard small business. Your advisors handle discretionary mandates worth millions of rands. Your back office processes beneficiary nominations, tax certificates, and estate planning documents that contain the most sensitive personal information imaginable. Your network carries Bloomberg market data feeds that cannot tolerate latency, while simultaneously needing to be locked down against increasingly sophisticated cyber threats targeting financial services.

From our office at 1 Hyde Park Lane — a seven-minute drive from the Sandton financial district — we provide IT managed services built specifically for this environment. Not adapted from a generic template, but designed from the ground up for firms regulated by the Financial Sector Conduct Authority and subject to the Protection of Personal Information Act.

The Financial Sector Conduct Authority requires financial service providers to maintain adequate systems and controls to protect client information and ensure business continuity. Under the FAIS General Code of Conduct, your firm must demonstrate that client records are securely stored, that access is controlled and logged, and that you can recover from a disaster without losing client data.

In practice, this means your IT infrastructure needs enforced full-disk encryption on every device (we deploy FileVault on all Macs with escrow keys stored in our management platform), TLS 1.3 encryption for all data in transit, immutable backup archives that cannot be deleted or modified by ransomware, and comprehensive audit trails showing who accessed which client files, when, and from which device.

We have helped firms prepare for FSCA on-site inspections by providing complete evidence packs: encryption status reports, backup verification logs, access control matrices, and incident response documentation. The most common mistake we see is firms relying on consumer-grade cloud storage (personal Dropbox or Google Drive) with no access controls, no audit trail, and no ability to prove data residency within South Africa. We replace these with enterprise-grade alternatives that satisfy both FSCA and POPIA requirements while remaining intuitive for non-technical advisors.

Traditional network security operates on a simple premise: everything inside the office firewall is trusted. This model fails catastrophically in financial services. An advisor connects to hotel WiFi during a client meeting in Cape Town, and their laptop is exposed. A USB drive introduced by a visitor contains malware. A phishing email compromises one set of credentials, and the attacker moves laterally to your portfolio management system.

We deploy zero-trust architecture using Cloudflare Access for application-level protection, device certificates issued through our management platform, conditional access policies that evaluate device health (is FileVault enabled? Is the OS patched? Is the firewall active?) before granting access, and network segmentation that isolates financial applications from general internet browsing. The result is that even if a single device is compromised, the blast radius is contained.

For advisors who work remotely — whether from home, from a client site, or while travelling — we configure always-on VPN profiles across MacBook, iPhone, and iPad. Split tunnelling is disabled for all connections to firm resources, ensuring that sensitive data never traverses an unprotected network path. Multi-factor authentication is enforced at every access point, combining hardware security keys (YubiKey 5 series, which work natively with Apple devices) with biometric verification via Touch ID or Face ID.

Your advisors depend on market data and portfolio management platforms that must work reliably, every trading day, without interruption. We have direct experience configuring and supporting Bloomberg Terminal on macOS (including the B-Unit biometric authentication device and network rules for the Bloomberg data feed), Reuters Eikon, Morningstar Direct, and Factset.

For South African wealth management firms, we also integrate with PSG Wealth platform, Allan Gray Adviser Services, Ninety One portfolio management tools, Glacier by Sanlam, and Momentum Wealth. These platforms often have specific network requirements — particular ports, proxy configurations, or certificate trusts — that generic IT providers struggle with. We document every integration and maintain runbooks so that support is consistent even when your primary technician is unavailable.

Multi-device workflows are critical for modern financial advisors. We configure Apple Handoff and Continuity features so an advisor can start reviewing a portfolio report on their MacBook Pro, continue reading on their iPad during a client meeting, and take notes on their iPhone while travelling — all with enterprise security policies applied consistently across every device through JAMF Pro and Apple Business Manager.

Our office at 1 Hyde Park Lane sits at the edge of Johannesburg's financial heartland. Sandton City, the Johannesburg Stock Exchange, and the offices of every major asset manager and private bank in South Africa are within a seven-minute drive. When your systems go down, we are on-site fast — not dispatching a technician from the other side of Johannesburg.

We service wealth management firms across Sandton, Rosebank, Bryanston, Illovo, Rivonia, Morningside, Sunninghill, Fourways, and Midrand. For firms in Pretoria and Centurion, we provide remote-first support with scheduled on-site visits. Our proximity to the financial district means we understand the operational rhythms of wealth management — early morning market opens, quarter-end reporting deadlines, and the reality that a system failure at 08:30 on a Monday can cost your firm significantly more than a failure on a Friday afternoon.