A bright office desk still life with a closed brown leather portfolio, a black calculator, tortoiseshell glasses, a stack of paper, and a small fern, lit by a window. No people.

Financial Advisors

Email, client data, and a Missouri desk — not a ticket in another time zone.

Financial advisors and wealth management offices run on email and household files. You get one number you can see, a person in Missouri, and no contract. Cancel anytime.

Let's Talk

Book a first conversation. We'll tell you if we're a fit.

5.0 on Google

MSP 501 2026 #222, Channel Futures

Channel Futures' annual ranking of managed service providers.

CJIS

Every STR employee is CJIS certified (the clearance used for law-enforcement systems) and has passed a federal background check.

A phishing email isn't a ticket. It's the day.

Client data and household files live in email, the advisor CRM, and the folders the office actually uses. A phishing message or a wire-fraud attempt is not something that can sit in a queue overnight.

Microsoft 365 has to stay up. MFA has to work. Custodian portals and the advisor CRM have to open when someone is with a client. When email or a workstation is down, the office stops.

Overnight tickets from another time zone do not help a registered investment adviser who needs a person. You need a Missouri desk — one number you can see.

What we actually do here

  • Email security and phishing protection for the Microsoft 365 inbox the office lives in.
  • MFA on the accounts that matter, and a person to call when a login fails.
  • Backups of the mail and household files the office cannot lose.
  • Help when something looks like an incident — a person at the Missouri desk, not a queue.
  • The IT side of a written information security program (WISP) and SEC cybersecurity expectations: systems, access, and backups. We are not your CCO, and we do not write your WISP.

First conversation

Tell us how the office runs. We'll tell you if we're a fit.

Let's Talk

How this works

  • Missouri desk — a person, not another time zone
  • One number you can see
  • A plan for the year
  • No contract. Cancel anytime.

Questions financial advisors ask

Do you work with RIAs?

Yes. We work with financial advisors, registered investment advisers (RIAs), and wealth management offices. A first conversation is how we find out if we are a fit. We are the IT desk — not your CCO.

What about email security and phishing?

Email security and phishing are the work. Microsoft 365, MFA, and the inbox the office lives in. Wire-fraud attempts and a bad link are why you want a person in Missouri, not a ticket in another time zone.

Is there a contract?

No. One number you can see. Cancel anytime. A first conversation is how we find out if we are a fit.

What happens if email or a workstation is down?

You call a person at the Missouri desk. We treat it as the office stopping — not a ticket that can wait overnight.

Do you write our WISP or sit in the SEC exam?

No. We support the IT side of a WISP and of SEC cybersecurity expectations — systems, access, backups, and help when something looks like an incident. We do not write your WISP and we do not sit in the exam as your CCO.

Tired of your IT company?

Book a first conversation. No contracts, no surprises, no asterisks. We'll tell you if we're a fit.

Let's Talk