Case Study: Investment Firm achieves secure, compliant IT operations with Onepath Managed IT

Onepath helps a financial adviser manage IT and meet new regulations

Investment Firm, a financial adviser managing equity, fixed income, and balanced portfolios, needed a trusted partner to keep its IT environment current, secure, and compliant as industry regulations changed. To support continued growth and multiple locations, the firm turned to Onepath for Managed IT services, including infrastructure support and help meeting evolving regulatory requirements.

Onepath implemented IT policies and procedures, business continuity, security services, and ongoing onsite and remote help desk support to stabilize and secure the environment. The result was a secure, compliant, and always-current technology infrastructure that helped the Investment Firm stay focused on the business and expansion rather than regulatory IT demands.