IT/Web/Tech Support for Wealth & Investment Management
Remote technology, web and systems support for Australian wealth and investment advisory firms. Direct software engineering, investor portal upkeep, portfolio data pipeline maintenance, and security hygiene for Australian wealth firms.
Solving Wealth Technology Bottlenecks
Wealth management businesses rely on seamless communication, investor-facing digital touchpoints, and smooth data flow between portfolio reporting, CRM, and administrative tools. We act as your remote technical resource to maintain websites, fix broken integrations, configure cloud systems, and handle ongoing technology tasks.
Wealth managers require dependable digital operations without managing an in-house IT department. A remote technical support model gives you direct access to experienced technical capability with maximum efficiency.
How Our Engineering Desk Helps
- ✓ Maintain, update, and troubleshoot wealth firm websites and investor portals
- ✓ Investigate and repair data-transfer errors between operational tools, portfolio feeds, and CRMs
- ✓ Manage DNS records, domain configurations, and business email infrastructure
- ✓ Set up practical workflow automations to reduce manual report distribution
- ✓ Maintain security hygiene including access reviews, MFA setup, and backup checks
- ✓ Handle scoped technical projects such as software migrations or portal improvements
Wealth Ecosystem
Typical Integrations & Practice Workflows
Our engineers connect, maintain, and troubleshoot core wealth feeds and client reporting channels.
Integration and automated ingestion of Morningstar, Iress, and Lonsec market data feeds.
Automated export and data normalization pipelines from Hub24, Netwealth, and Praemium.
CRM-triggered quarterly performance reports and automated fact-sheet distribution.
Synchronisation of management fee schedules into Xero and Airwallex/Stripe payment rails.
Annature and DocuSign compliant workflows for investment mandate and application signing.
Operational Troubleshooting
Common Technology Glitches in Wealth Firms
Real friction points encountered by Australian wealth and investment managers resolved by our technical desk.
Frequently Asked Questions: Wealth & Investment
Clear information regarding wealth platforms, data feeds, support retainers, and regulatory boundaries.
Empower your wealth management firm with dedicated technical support.
Plans start from A$199/month with 50% rollover protection and pre-approved A$50/hr overflow rates.
Infrastructure & Custody Notice: Infrastructure & Custody Notice: MCR Global provides remote web engineering, systems integration, API connectivity, email/DNS administration, and technical maintenance services as an independent external technical provider. MCR Global does not take ownership or custody of client CRM databases, proprietary customer records, or domain assets. All scripts, integrations (e.g., Xplan, Xero, HubSpot), and DNS configurations are deployed within client-controlled tenants under delegated administrative permissions. The client practice retains ultimate administrative control and responsibility for final deployment approvals and software licensing.
Non-Provision of Regulated Advice: We do not provide financial advice, financial product advice (general or personal), Australian Financial Services Licensing (AFSL) services, credit assistance or Australian Credit Licensing (ACL) services, legal counsel, or formal accounting and taxation advice. Any technological configuration or integration is implemented purely under client direction and operational scope.
Trademark Disclaimer: All third-party product names, logos, registered trademarks, and brand references (including but not limited to Xero, MYOB, QuickBooks, NetSuite, Stripe, Ezidebit, Airwallex, Iress Xplan, AdviserLogic, PractiFi, Class Super, BGL, Microsoft 365, and Google Workspace) are the property of their respective trademark holders. Reference to them on this website does not imply any affiliation, sponsorship, endorsement, or commercial association.