About – Investment Technology Partners

Why ITP?

In a word, experience.

Since 2004, ITP has delivered cloud based solutions to our clients. We’ve seen transformations in technology and the explosion of the “Cloud” and "Cyber Security" with FinTech. Not all providers are equal. Our clients enjoy more than a decade of experience working with ITP and we’ve delivered!

What do we do?

Our niche

ITP specializes in the Independent RIA segment of the market – it's where we all come from. ITP works with small to mid-sized advisory firms who each have their own special blend of requirements. The ITP staff goes beyond the network, and beyond the day-to-day support. We deliver value in areas of Cybersecurity Compliance, Industry Education and Practice Management. Our team knows the ropes and is often viewed as a trusted advisor to our clients.

Our Value

Compliance

Compliance and Security go hand-in-hand, much of what we deliver in our security model keeps client firms in-check with cyber security issues. Beyond that focus, ITP’s solutions offer a holistic approach to ensure that our clients have comfort when it comes to meeting SEC requirements related to email and email retention, data backup processes, disaster recovery and business continuity. Your ability to meet your fiduciary obligations to your clients is largely contingent on your IT. As a trusted team member, ITP takes on that role with the utmost responsibility.

Scalability

ITP recognizes that the one constant in the world, is change. Firms grow, firms shrink, firms move, firms split. These are all events that need great attention from an IT standpoint. ITP always has the flexibility to meet the needs of our customers and often lends its expertise to our clients as they navigate through these events. Our “no contract” monthly fees are simply adjusted upward or downward based on a firm’s need for staff.

Reliability

Having access to your technology when and where you need it is paramount to your success as a professional. ITP’s business model is completely aligned with that thought in mind.

Our Partners

Investment Technology Partners aligns itself with only best of breed technology and service providers. ITP forms strategic partnerships in order to continue to provide our customers with the best possible solutions to meet what today's businesses require.