At IndependTech: We See You

You started your business as an independent financial professional because you have more to offer than investment advice. You understand your clients also need tax services, insurance, advisory services, bookkeeping, retirement advice and you seek to serve your clients holistically. 

Today's challenge is that technology has replaced paper and checks with websites and wire transfers. While this has brought greater efficiency and scale, it has also added complexity and risk. As a result, independent financial professionals now have to learn, manage, and protect a growing technological footprint, all while running a business, serving clients, and keeping up with changing industry regulations. 

That’s where we come in

At IndependTech, we empower independent financial professionals like you to focus fully on your business and clients. This kind of focus is a major advantage that large financial institutions, like wirehouses and broker-dealers, enjoy with their dedicated IT teams. Founded by veteran technologists from the independent financial services industry, IndependTech brings that same advantage to you. 

You are not alone in this journey! 

Since financial institutions often look out for themselves more than their financial professionals, it can lead to some friction in your daily operations that you definitely can do without.

However, if you ever need better support and alignment to help your business thrive, give us a call.

IndependTech is here for you, providing knowledgeable IT support that prioritizes your independent business’s needs.

Learn about our services, or if you are ready to get started: