Our 4 Core Pillars: Technology
(This is the fourth and final post of a blog series examining the core pillars that constitute Kestra Private Wealth Services: equipment, real estate, compliance, and technology.)
If you are planning to start your own advisory firm, at some point, you’ll have the delightful experience of hiring IT support — be it an employee or an external contractor or firm.
You might select the right person on your first shot. Or, you might spend weeks, months, or even years going through various iterations until you find the perfect fit — the right expertise, the right price point, and the right prioritization of your business in theirs.
That’s where we come in. We’ve gone through all of the trials and errors to build out what is now a high-touch, fully integrated technology offering for our financial professionals. We go so far as to source, install, repair, and maintain technology through its entire life cycle so they can focus on serving their clients and finding new ones.
We have a team of 30+ experts whose only job is technology. They scour the tech universe and evaluate the best products for our clients. They’re also on call when an issue arises — anywhere, anytime.
This full-service tech support does a few things for financial professionals. First, it removes a substantial amount of the economic risk since we put the cost on our side of the ledger. Second, it eliminates the business risk of losing tech support if your IT hire doesn’t work out.
The best part? Our offering is “open architecture,” meaning you are not restricted to the technology we provide. If you find something you want to use, we can likely incorporate it into your tech universe, so long as we deem it safe. Integration is our specialty.
Bottom line: We listen to our clients every day. These conversations are our guiding light when it comes to building out our service offering — be it for technology, or any of the other core pillars our platform is built on.
Start a conversation with us today to learn more.
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