Probably — and if we don’t know it by name, we know how to support the environment it runs in.
Financial services firms run on an ecosystem of specialized platforms that most IT companies have never touched. When your CRM stops syncing with your portfolio management tool the morning of a quarterly review, or a compliance update breaks your email archiving configuration, “we’ll look into it” from a generalist IT provider isn’t particularly comforting.
NerdSquad works with financial advisors, RIAs, broker-dealers, wealth management firms, and financial planning practices throughout South Florida and beyond. Here’s an honest look at the platforms we encounter most — and what “supporting” them actually means.
Salesforce Financial Services Cloud — The enterprise-grade CRM purpose-built for financial services. We support FSC environments including integration with portfolio management platforms, Microsoft 365 connectivity, SSO configuration, user access management, and the underlying infrastructure that keeps it performant.
Redtail CRM — One of the most widely used CRMs in the RIA and independent advisor space. We handle Redtail’s integration with portfolio tools, document management systems, and email platforms, and we troubleshoot the inevitable sync issues that come with any multi-system environment.
Wealthbox — The newer, cleaner challenger to Redtail. Increasingly popular with smaller and solo advisory practices. We support Wealthbox environments and their integrations with custodians, planning tools, and Microsoft 365.
Junxure / AdvisorEngine — Common in ensemble advisory practices and multi-advisor offices. Similar integration support applies.
Orion Advisor Solutions — Portfolio accounting, performance reporting, client portal, and increasingly planning and trading functionality. We manage the device and infrastructure environment that Orion runs on, coordinate with Orion support for platform-level issues, and handle user provisioning, access controls, and integrations with custodian data feeds.
Envestnet | Tamarac — Common in larger RIA practices. Tamarac’s portfolio accounting and rebalancing tools have specific infrastructure requirements we’re familiar with.
Riskalyze / Nitrogen — Risk tolerance and proposal tools. Usually integrates with your CRM and portfolio platform. We handle the integration layer and the devices advisors use to run it.
Morningstar Office / ByAllAccounts — Data aggregation and performance reporting. We support the underlying infrastructure and data connectivity.
Black Diamond (SS&C) — Increasingly common in mid-size and larger practices. We coordinate with SS&C support and manage the environment around it.
This is where IT and compliance requirements intersect most directly — and where most generalist IT companies get it wrong.
Smarsh — The market leader in electronic communications archiving. Captures email, text, Teams, Slack, and other communications for FINRA and SEC Books & Records compliance. We deploy Smarsh, configure it for your communication channels, verify it’s actually capturing what it’s supposed to, and monitor it for configuration drift. A Smarsh deployment nobody’s actively managing is a liability waiting to surface during an examination.
Global Relay — Common in broker-dealer environments. Same support posture as Smarsh — deploy, configure, verify, monitor.
Entreda / Smarsh Cybersecurity — Some larger firms use these platforms for cybersecurity risk management and vendor oversight. We integrate our monitoring and documentation into these environments.
eMoney Advisor — The dominant comprehensive planning platform for fee-only and fee-based advisors. We handle the Microsoft 365 integrations, device management for advisors using eMoney in client meetings, and any infrastructure requirements.
MoneyGuidePro (PIEtech) — Common alternative. Similar support approach.
RightCapital — Growing quickly in the fee-only space. Lighter infrastructure requirements than eMoney, but the integration and device support model is the same.
Orion Trading — We support the advisor-side infrastructure: devices, connectivity, access controls, and integrations with custodian trading systems.
iRebal (Schwab) — Now part of the Schwab advisor ecosystem post-merger. We manage the environment advisors use to access it.
RedBlack / Vestmark — Common in larger practices and TAMPs. We coordinate with vendor support and manage the surrounding infrastructure.
We’re familiar with the advisor-facing technology environments for the major custodians: Schwab Advisor Services, Fidelity Institutional, Pershing NetX360, and LPL ClientWorks. We manage every device and system your team uses to access them, including secure remote access, MFA enrollment, and the integrations between your custodian and your portfolio management tools.
Supporting your technology stack doesn’t mean we’re inside the platform doing compliance reviews or building financial plans. It means:
We manage the technology around your platforms — not inside them doing advisory, compliance, or financial work. What we will do: make sure the technology environment those people work in is fast, secure, properly archived, and compliant with what GLBA and SEC/FINRA require on the IT side.
Ask us. If you’re running something we haven’t encountered, we’ll evaluate it, learn what we need to learn, and tell you honestly if there are any limitations on our side. We don’t fake familiarity.