Email is the weak point
Phishing, fake invoices, shared passwords. One click exposes files.
Your speciality
IT services for wealth management firms in France
Managed IT, cybersecurity and compliance for wealth management firms in France. The goal: protected client data, and written proof of what was done.
Clients of the group, among others
The situation
What is holding your IT back today
Three findings we come across in almost every IT audit.
Evidence is missing
Controls exist, but nothing is written down. A client audit stalls.
Backups are unreliable
Without restore tests, nobody can say how long a recovery would take.
What we do
Four priorities, ranked for your situation
We do not tackle all four at once. The IT audit shows which one is most urgent, and we start there.
01
Managed IT and supervision
Devices and servers supervised and patched on schedule.
Admin access in your name02
Email security
Mail filtering, multi-factor sign-in, phishing awareness.
Phishing filtered03
Software and files
Business software, shared documents, tested backups.
Restores tested04
Security and compliance
GDPR register, access rules and logs kept on file.
Evidence on fileWould you rather know what is at risk before you commit a budget?
Describe your environment. We state what is at risk, what it costs to fix, and in which order.
The method
Six steps, each with a written deliverable
Each step produces a document you keep, even if the contract ends.
Step 1Scoping and admin access
A kick-off meeting: goals, sites, users, priorities, calendar. We recover administrator accounts, licences and domain names, and keep them in your name.
Deliverable: written scoping noteStep 2Inventory and supervision
We list devices, servers, licences and accounts, then set up supervision and backup monitoring before any change.
Deliverable: inventory and access registerStep 3Priority order
We rank projects by risk, impact and delay. You fund a priority order, not a catalogue.
Deliverable: prioritised IT roadmapStep 4Deployment
Security, migrations and deployments. One technical manager runs the work and collects your feedback.
Deliverable: documented systems in serviceStep 5Monthly reporting
A monthly written report: tickets, incidents, patches applied, backups tested, what we propose next. You keep admin access at all times.
Deliverable: written reportStep 6Adjustment
We reinforce what protects and remove what adds risk. Decisions are written in the report.
Deliverable: documented decisions180+companies we support
+4countries served
17experts per sector
48 hOur average response time
Budget and scope
What DRJ Cloud covers for wealth management firms
- Written IT audit within 48 hours, ranked by priority
- Admin accounts, licences and domain names in your name
- Microsoft 365 and workstations managed when the audit calls for it
- Servers, network and backups supervised 24/7
- Projects scoped in writing and approved before work starts
- One technical manager and a written report on the agreed cadence
Common questions
What clients ask before an IT contract
Do you actually know the wealth management sector?
Yes. The audit covers your portfolio software, client files and access rights, under the rules in France.
Do admin accounts stay in our name?
Yes. Licences, domains and admin accounts stay in your name. We operate, you keep the keys.
Is a contract required to start?
No. The audit carries no commitment. You fund the work retained.
Where do we start?
A 48-hour IT audit: inventory, security, backups, access, licences. You keep the write-up.
Do you visit on site?
Yes, when the intervention requires it. Day-to-day support is mostly remote, with one technical manager.
Do you work in Belgium and France?
Yes. Head office in Brussels, office in Paris. Each mandate follows the market: language, regulation, local providers.
Last step
Get the IT audit within 48 hours
We review your workstations, servers, network, backups and access. You receive a written document stating what is at risk, in which order to fix it, and what that represents.
By phone : +33 (0) 9 70 70 24 19
By email : info@drjcloud.com
Continue
Other sectors we support
Real estate
Managed IT, security and cloud for property.
Learn moreHealthSecure IT, backup and support for healthcare.
Learn moreHospitalityNetwork, Wi-Fi, telephony and support for hospitality.
Learn moreTechCloud, security and development for software and tech services.
Learn moreStartupCloud, devices and security for startups and scale-ups.
Learn moreAICloud, security and compliance for AI vendors and integrators.
Learn moreWealth management firms by city
Other specialities in the same sector
IT services for accountancy firms
accountancy firm
Learn moreIT services for tax advisory firmstax advisory
Learn moreIT services for mortgage brokersmortgage broker IT
Learn moreIT services for insurance brokersinsurance broker IT
Learn moreIT services for property tax scheme advisersproperty tax investment schemes
Learn moreIT services for business finance and leasing firmsbusiness leasing finance
Learn more