Pickle Works
Managed IT Services
Managed IT Services
Former financial advisor tech support — we know your stack. We handle broker/dealer coordination, technical vendor calls, third-party software, and monitor your technology with proactive prevention. You focus on your goals, we handle the tech headaches
Hover over each plan to see what's included. All plans designed specifically for financial advisors.
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
You work with advisors every day. You know their pain points better than anyone—and we've built our services to solve them.
At Pickle Works, we exist to reclaim advisors' most valuable resource: their time. By solving problems, navigating platforms, and removing obstacles, we give you the freedom to grow, serve, and live fully.
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.
Every alert reviewed by former broker/dealer tech who understand your specific workflow. Human insight that saves you from false alarms.
One ticket portal for ALL technology issues. We coordinate with LPL, Microsoft, and third-party vendors on your behalf.
A streamlined onboarding process designed specifically for financial advisors
I know what it feels like to be stuck. I've spent years working behind the scenes with financial advisors, watching the frustration build as systems fail, platforms don't communicate, and every solution seems just out of reach.
That's why I created Pickle Works. We're not just about technology or cybersecurity — those are just tools we use to protect what really matters: your time, your focus, and your peace of mind.
At Pickle Works, we exist to reclaim advisors' most valuable resource: their time. By solving problems, navigating platforms, and removing obstacles, we give you the freedom to grow, serve, and live fully.
“Freedom to focus on what matters most”