Case Study: Wealth Management Firm achieves secure growth and business continuity with Onepath Managed IT

Long-term partner needed to support growth and industry requirements

Wealth Management Firm, a $4B wealth management client, needed a long-term partner to support growth while meeting demanding industry and compliance requirements. Their existing provider could not deliver all the IT and security services they needed, including everyday support, managed security, and compliance testing.

Onepath provided managed IT services tailored for financial services, including managed and monitored infrastructure, degreed support engineers, managed security, annualized testing, mobile device management, advanced DNS web filtering, and disaster recovery as a service. Onepath also enabled cloud failover for the firm’s phone system, improving business continuity and helping the CFO stay on budget while strengthening day-to-day support and data protection.