Wealth Management and Accounting Firms

Your clients trust you with their most sensitive financial information, and with their futures. Protecting that trust takes more than good intentions. It takes serious security, airtight compliance, and the discipline to adopt new tools like AI without ever putting client data at risk. That's where we come in. We secure your firm, keep you ready for every regulatory expectation, and help your team work faster and smarter, so you can focus on your clients even through your busiest season.

We Don't Compromise on Protecting Your Clients

The data you hold makes you a tempting target. EON can help secure your network and implement industry best practices to protect your clients' information and minimize your cyber risk exposure. We layer in advanced security, plus backup and disaster recovery, so a hardware failure, a ransomware attempt, or a simple mistake never becomes a crisis. You know the difference your work makes for the people who rely on you. We feel the same way about protecting it. An investment in EON more than pays for itself, in a more secure environment for your clients' data and a more efficient one for your team.

Compliance, Handled

Wealth management and accounting firms operate under some of the strictest data-protection expectations of any industry, and those expectations keep rising. The SEC's Regulation S-P now requires registered investment advisers to maintain a written incident response program, oversee the service providers who handle client data, and notify clients in the event of a breach, with the most recent requirements now in effect. Accounting and tax firms face parallel obligations under the FTC Safeguards Rule and the IRS's written information security plan (WISP) requirement.

Whatever applies to you, whether SEC, FINRA, state securities regulators, GLBA, or IRS and FTC rules, we help you meet the technical and operational requirements behind it: the safeguards, the incident response and business continuity plans, the NIST-based risk assessments, the vendor oversight, and the documentation you'll want organized and ready the moment an examiner or auditor asks.

AI, Embraced Safely

Your team is likely already using AI. Used well, it's a real advantage: faster research, quicker drafting, and sharper analysis of the information you already hold. But in firms like yours, AI also introduces real risk. The moment a staff member pastes a client's portfolio, tax return, or financial details into a public AI tool, that sensitive data has left your control, often cutting against the very regulations you're bound by.

We help you capture the upside without the exposure. That means adopting AI in line with clear standards, detecting and shutting down unsanctioned "shadow AI" use before it becomes a problem, putting an AI acceptable use policy in place, and training your people to use these tools both effectively and safely.

Efficiency Is Key

We know your firm runs at full capacity when it matters most. Accounting and wealth management teams routinely work 50-plus hour weeks through tax season and year-end, and the last thing they should be doing is fighting their technology. EON makes your tools, your processes, and therefore your people, more efficient and more productive. We work around your schedule, minimize downtime, and keep things running so your staff can focus on clients instead of troubleshooting. When your busy season hits, your technology should be the one thing you don't have to think about.

Increasingly, that efficiency comes from AI. Used well, AI gives your team back hours: drafting and summarizing client communications, pulling the key details out of long documents and statements, speeding up data entry and reconciliation, and turning the information you already hold into answers in seconds rather than hours. We help you put AI to work where it actually moves the needle, train your people to use it confidently, and make sure all of it runs inside the secure, compliant guardrails your firm requires. Applied to the right tasks, it means the same work in less time, or far more output in the time you have, right when the workload peaks.

And when busy season means bringing on extra help, we keep that smooth too. We quickly onboard seasonal staff and contractors with the right tools and the right access from day one, then cleanly remove that access the moment an engagement wraps, so you scale up for the crunch without ever losing track of who can reach your clients' data.

We Understand Your Needs

When your IT partner already knows the platforms your firm runs on, everything moves faster. There's no learning curve, no explaining how your firm works, and no waiting while someone figures out software they've never seen before. We support the core products and solutions that run wealth management and accounting firms every day, from the custodians and portfolio tools your business depends on to the tax and bookkeeping engines behind your busiest weeks. A representative sampling:

Wealth Management:

Charles Schwab, Raymond James, Fidelity Institutional, Pershing, Altruist, Orion, Tamarac, Black Diamond, Addepar, Advyzon, eMoney, MoneyGuide, RightCapital, Redtail, Wealthbox, Salesforce, Jump, Zocks, Holistiplan, etc.

Accounting and Tax:

Lacerte, ProSeries, Drake Tax, UltraTax CS, CCH Axcess, CCH ProSystem fx, ATX, QuickBooks Online, QuickBooks Desktop, Xero, Sage Intacct, Sage 50 (formerly Peachtree), MIP Fund Accounting, CaseWare, TaxDome, RSM, SafeSend, SurePrep, Dext, Blue J, DataSnipper, etc.

Plus the hosting and infrastructure that ties everything together, including application hosting platforms like Right Networks. And as more of these tools build in AI features of their own, we help your team take advantage of them safely, inside the same security and compliance guardrails the rest of your firm runs on.