Up and Running With Total Advisor Care

You have smart clients. They hired you. They hired you because they know that the financial world is complicated. They understand that managing money requires savvy decision making, disciplined long term planning and vigilant day-to-day monitoring. Your clients don’t have the time to manage these tasks on their own. They don’t want the stress of managing these tasks on their own. So they found someone to help—someone with trusted, proven expertise— someone like you.

“Are you as smart as your clients?”

Technology is complicated. Managing systems requires savvy decision making, disciplined long term planning and vigilant day-to-day monitoring. Every moment you spend on these tasks is a moment away from your core business. Every problem associated with these tasks is a problem you don’t need. It’s time to find someone to help— someone with trusted, proven expertise— someone like us.

Work With Mimic to Build Your Technology Portfolio

Assess your needs.

What are the priorities of your businesses?

Investment advisors know that effective information technology is critical to business success. Yet many small firms do not have the resources to devote to a full time I.T. staff, or even to a single full time employee with specialized knowledge of the sector. Mimic Technologies fills the gap. We are your virtual I.T. department. We help you set priorities, optimize systems and limit risk. We take the time to fully understand your business, your budget and your expectations. We evaluate your current systems and processes. We recommend ways to align technology with your unique needs.

Where are the threats to your systems?

Many Investment advisors are unaware of dangerous system vulnerabilities. They lack the expertise to protect against hackers. They lack the time to stay up-to-date on the ever-increasing flood of malicious viruses. They lack the resources to thoroughly test their disaster recovery plans. Mimic Technologies will do a complete security audit to unearth hidden problems. We will recommend proven solutions to fortify your system against vulnerabilities.

Select Smart Investments.

Efficiency Optimizers

Inefficient or outdated I.T. systems sap away productivity. Mimic Technologies will optimize your systems and cure your technology headaches. For investment advisors, better systems mean better client service. You will have more time and more manpower to devote to your core business.

Compliance Solutions

On average, an investment advisor will face a compliance audit every one to three years. Mimic Technologies stays up to date on regulatory issues. We implement I.T. solutions that run in compliance with your industry-specific mandates.

Security Safeguards

Clients trust their Investment advisors with sensitive financial information. There is a legal, regulatory and ethical obligation to ensure that data is 100% secure. Mimic Technologies implements rigorous security measures to protect your sensitive information against hackers, viruses and unexpected catastrophes. We provide expert systems monitoring, up-to-date hardware and software solutions, protected offside data storage and field-tested disaster recovery plans.

Mobile Options

In today’s financial marketplace, you need technology that will connect you both in and out of the office. Mobile systems improve productivity, speed response times and allow you to freely interact with clients while out in the field. Mimic Technologies will keep your client contact information synchronized and set up secure mobile access to your office systems.

24/7 Technical Support

In the financial services sector, downtime means lost revenue and unhappy clients. So, when it comes to support, you need more than just a “tech guy.” You need specialists who understand your industry and the unique compliance issues that you face. You need rapid response times and solid results.

Maintenance & Monitoring

As a financial advisor, you monitor the markets carefully. You work to stay one step ahead of trouble and to take proactive steps to protect your clients. As your I.T. specialists, Mimic Technologies protects your systems with the same dedication. We implement 24/7 systems monitoring which instantly alerts us to any slowdown or outage. We are able to be proactive, to jump on problems at the first sign of trouble and to head them off before they become a crisis.

Manage Your Assets.

Full Service Plan

Mimic Technologies will support every aspect of your technology infrastructure. With all-inclusive monthly pricing, you’ll never get extra charges for site visits, system upgrades, or specialist software support. With one flat fee, you will get expert, industry validated solutions to your I.T. needs. You will subdue the volatility of service costs. You will free up your time and your resources to focus on the things your business does best.

Dedicated I.T. Team

Mimic Technologies will assign your firm a dedicated team. Located in the midwest, our experts are accessible and responsive. They exclusively support the financial services industry. This focus brings a rich depth of knowledge about the sector. Under your guidance, the team develops a thorough understanding of your network environment, your compliance requirements and your management goals. Whatever your problem, whatever your concern, the odds are good that we’ve seen it before and we know how to fix it. We stand behind every recommendation with a 100% satisfaction guarantee.

A Strategic Partner

A small to mid-sized financial services firm has many of the same challenges as its larger competitors, but it operates with fewer resources. Mimic Technologies levels the playing field by leveraging our wide-reaching experience with technology and compliance issues. As trusted experts in this field, we are as valuable to our clients as their lawyers and accountants. We are strategic partners, crafting tailored solutions to serve their size, their compliance needs and their business goals.

Mimic in Action

This is Jason. He runs an RIA firm with 15 employees. In the middle of the night, while the office was empty and the staff was at home asleep, the office phone system encountered a problem. It shut down. But while Jason and his office team slept, the Mimic team was awake. Mimic monitoring software immediately alerted the I.T. team to the problem. The technicians solved the issue and got the phones back up and running before daybreak. When Jason and his staff walked into the office at 7:45 am, they were well rested, their phones were working and they were ready for business.