Pickle Works
Managed IT Services
Managed IT Services
Behind every great financial advisor is a trusted partner making sure everything runs smoothly. At Pickle Works, we take care of your technology and cybersecurity by leveraging our knowledge of your broker— turning frustration into freedom. We understand your time is valuable, and our commitment is simple: to give you the confidence and peace of mind to focus on what truly matters.
We act as the bridge between you and your broker system agents—handling the calls, tickets, and tech challenges so you don't have to. Through our simple ticket portal, you tell us what you need, and we take it from there, saving you hours of frustration and letting you focus on what truly matters: your clients, your goals, and your life.
Our monitoring goes beyond automation. Every alert is reviewed by former broker/dealer tech who understand your specific workflow and systems. Human insight that saves you from false alarms and wasted time. We combine technology with human expertise to ensure your systems stay secure, stable, and working seamlessly.
We specialize in supporting financial professionals with services built around your specific tools and workflows. You'll always know what's happening, feel fully supported, and have a team that truly values your time, peace of mind, and success.
Billed annually
Unlimited tickets, fast response, secure monitoring, and backup for two endpoints — everything financial professionals need to stay confident and connected.
Onboarding Fee Waived with Annual Contract
Billed annually
Complete Coverage: For independent RIAs managing their own tech — advanced security monitoring, email security, faster response times (4hr routine/2hr critical), secure backups for 4 endpoints, and quarterly strategy sessions
Onboarding Fee Waived with Annual Contract
We understand the rhythm of the financial world — the long hours, the client meetings, the constant demands. That's why we offer practical, right-sized technology solutions that grow with you, giving you peace of mind that your technology supports your goals, not slows them down.
Your technology deserves a partner who understands your world. We work with financial advisors, broker/dealers, and FINRA-regulated firms to ensure every system and safeguard meets compliance standards while keeping your workflow simple, secure, and efficient.
Security shouldn't be confusing — it should make you feel confident. We deliver enterprise-level protection tailored for financial professionals, combining strong compliance practices with personal, responsive support that keeps your business protected and running smoothly.
When something goes wrong, we're on it — fast. Our proactive monitoring and ticket system keep you informed while we take care of the rest. Less stress, more time to focus on what truly matters: your clients, your goals, and your life.
Experience the difference of working with a team that truly understands your business. We deliver reliable, expert technology support with the professionalism and care financial professionals deserve.
The difference is simple: we've been on the other side of broker/dealer tech support. We know your stack, handle all vendor coordination, and get you results with just a ticket submission. More time for clients, less time on technology headaches.
“Freedom to focus on what matters most”