IT SUPPORT
FOR IFAs
& FINANCIAL
ADVISERS
Coreitech provides specialist IT support for IFAs and financial advisers across London and the UK. Intelliflo, Voyant, FCA SYSC compliance, BEC protection — IT built specifically for regulated advice businesses.
IT support that understands
FCA-regulated advice businesses
IFAs operate in one of the most highly regulated environments in UK business — FCA SYSC requirements, Consumer Duty obligations, AML/KYC processes, and PI insurance conditions all have direct IT implications. Most IT companies apply a generic SME template. Coreitech understands the specific compliance context of an advice business.
Business Email Compromise is the number one cyber threat to IFAs — and it's devastatingly effective. Attackers intercept email threads and redirect client investment transfers to fraudulent accounts. The financial and reputational consequences can be catastrophic. Our FCA-aware IT infrastructure puts the right defences in place.
Managed IT for IFAs
All-inclusive managed IT for independent financial advisers, wealth managers, and financial planning firms — unlimited helpdesk, proactive monitoring, on-site engineers. FCA-aware IT infrastructure built for regulated advice businesses.
IFA Software Support
Expert support for Intelliflo, Voyant, CashCalc, Truth, FE Analytics, Transact, Parmenion, and all major financial planning and back-office platforms. We understand the specific server dependencies and compliance integration requirements of IFA software.
Cyber Security for IFAs
FCA SYSC-aligned cyber security protecting client financial data and AML records. Email phishing defence (BEC attacks target IFAs), endpoint detection, MFA on all systems, dark web monitoring, and 24/7 threat monitoring.
Microsoft 365 for IFAs
Microsoft 365 Business Premium for financial planning firms — secure email (FCA communication records requirements), SharePoint for client document management, Teams for adviser-client calls, and Intune for secure device management.
FCA & Compliance-Ready IT
IT infrastructure aligned to FCA SYSC requirements — documented access controls, encrypted client data, audit-trail capable communication systems, GDPR-compliant data management, and Cyber Essentials certification for PI insurance and Consumer Duty compliance.
Secure Client Portals
Implementation and management of secure client portals replacing insecure email for sharing valuations, illustrations, and sensitive financial documents. Integration with Intelliflo, Transact, and other IFA platforms.
IT risks that keep IFA
principals awake at night
Business Email Compromise (BEC)
IFAs are prime BEC targets — attackers intercept email threads and redirect client investment transfers. A single successful BEC attack can result in six-figure client losses. Email security and MFA are essential defences.
FCA SYSC cyber expectations
FCA SYSC 8 and operational resilience requirements create specific IT obligations for regulated firms. Inadequate cyber security can result in FCA supervisory action — and is increasingly referenced in firm-specific review findings.
Client financial data breach
IFAs hold highly sensitive client financial data — assets, income, debt, pension values. A breach creates ICO reporting obligations, potential fines, FCA notification requirements, and significant reputational damage.
Consumer Duty IT implications
Consumer Duty requires IFAs to demonstrate good client outcomes — including ensuring client data is handled appropriately and communications are secure. IT systems that don't support secure client communication create Consumer Duty risk.
IT support for IFAs:
common questions
Q.What IT support do IFAs and financial advisers need?
IFAs need IT that understands FCA SYSC regulatory requirements, the specific software they use (Intelliflo, Voyant, CashCalc), secure email and client communication requirements, and the cyber security posture required for PI insurance and Consumer Duty compliance. Most IT companies don't understand the regulatory context of an IFA's IT environment — Coreitech does.
Q.Can you support Intelliflo, Voyant, and other IFA software?
Yes. We support all major IFA and financial planning platforms including Intelliflo/iO, Voyant, CashCalc, Truth, FE Analytics, Transact, Parmenion, Dynamic Planner, Synaptic, and IRESS. This includes the server dependencies, API integrations, user access management, and annual upgrade support that keep these platforms running reliably.
Q.What FCA requirements affect IFA IT infrastructure?
FCA SYSC 8 (Outsourcing), SYSC 13 (Operational risk), and the broader operational resilience framework create specific IT obligations for regulated advice firms. Key areas: documented business continuity plans, cyber incident response procedures, access controls on client data, communication record-keeping, and outsourcing provider due diligence. Cyber Essentials certification demonstrates many of these controls. Coreitech helps IFAs build and document the IT infrastructure that evidences SYSC compliance.
Q.How do IFAs protect against Business Email Compromise?
BEC is the number one cyber threat to IFAs — attackers compromise email accounts or spoof domains to intercept client communications and redirect investment transfers. Essential protections: MFA on all email accounts (makes account takeover vastly harder), DMARC/DKIM/SPF email authentication (prevents domain spoofing), email security filtering (catches phishing before delivery), and staff training. Coreitech implements all of these as part of managed IT for IFA firms.
Q.How much does IT support cost for an IFA firm?
Managed IT support for IFA firms costs £25/user/month (Standard — unlimited helpdesk, monitoring, on-site, patch management) or £50/user/month (Advanced — includes Microsoft 365 management, FCA-aligned cyber security, dedicated account manager). IFA software support (Intelliflo, Voyant, etc.) is included in all plans.
Q.Do you help IFAs with Cyber Essentials certification?
Yes. Cyber Essentials certification is increasingly required by PI insurers for financial services firms and is one of the most efficient ways to demonstrate baseline cyber security controls to the FCA. We provide full end-to-end Cyber Essentials and CE+ certification for IFA firms — most achieve certification within 2–4 weeks.
IT support built for
FCA-regulated advice firms
Free IFA IT audit — we'll review your software stack, email security posture, FCA-relevant IT controls, and GDPR compliance.