IT & Cybersecurity for Financial Advisors and RIAs

“Over our 10-year partnership, Waterdog has modernized and strengthened our IT systems as our wealth management firm has grown. Through power outages, an office fire, identity fraud, and other incidents, they have replaced our static security/IT environment with a proactive, flexible environment that provides the continuous compliance reliability and protection required by the Securities and Exchange Commission (SEC). Because Fred, Will, Chris, Michele, and the rest of the team understand our business and regulatory needs, I can focus confidently on operating and growing the firm.”

“We’ve worked with Waterdog as our IT partner for years, and they’ve been great to work with. In our business, keeping our clients’ financial information secure is incredibly important, and we know Waterdog takes that just as seriously as we do. They’re responsive, reliable, and always there when we need them. I recommend them to my peers all the time.”

“We have had a great experience working with Waterdog. They have been reliable, responsive, and easy to work with. Exactly what we need from an IT and cybersecurity partner. Our business depends on technology working the way it should. When something comes up, Waterdog responds quickly and communicates clearly. Just as important, they help us think ahead on things like cybersecurity, remote access, and the overall stability of our systems. What I appreciate most is that their advice is practical. They take the time to understand how we operate and recommend solutions that actually fit our business, rather than overcomplicating things. That has helped us feel more confident about our IT environment and better prepared as our needs continue to evolve. The Waterdog team is knowledgeable, professional, and service-minded. We trust them, we appreciate their support, and we would recommend Waterdog to any business looking for a dependable IT and cybersecurity partner.”

“Waterdog is trustworthy and knowledgeable, and when we open a ticket, issues are resolved that day. Years in, we haven’t had any breaches.”

“We needed somebody good, capable and trustworthy. Waterdog is doing a very good job. They are quite responsive, so now we’re not thinking about IT too much. We don’t have to lose sleep over it.”

“We used to handle everything internally. It’s not the best use of time. As we grew and brought on more employees, it became a necessity. I reach out, and everybody at Waterdog responds promptly. Everybody’s very helpful, super responsive. You’re big on customer service, you’re super-fast with your response times, and you’ve never left us hanging. I have no complaints.”

“Cyber-threats are everywhere, but with Waterdog, we’re well protected. Everybody’s being monitored. They’re knowledgeable, reliable, and fair. We feel genuinely valued.”

“Waterdog lets us sleep easier at night, meets tough cyber requirements, and their reliability and service mean the cost is fair. It’s so much built on trust.”

“As a remote IP firm, we need strong security and Waterdog has provided it. They’ve been trustworthy, responsive and, frankly, if I hadn’t felt I could work with Fred, we wouldn’t be with Waterdog.”