Rethinking DaaS for Financial Advisory Firms

A Smarter Alternative for Secure, Flexible, and Local IT Management

What Financial Firms Need from IT

  • Strong cybersecurity that meets compliance demands

  • Fast, seamless access to data and apps

  • Reliable support — both remote and onsite

  • Clear ownership and control over systems

  • Predictable IT costs that scale with growth

While Desktop-as-a-Service (DaaS) platforms promise simplicity, many advisory firms quickly discover limitations that affect both productivity and cost control.

Click IT Hybrid Workplace™ vs. DaaS Models

Key Feature Typical DaaS Providers Click IT Hybrid Workplace™
System Control Hosted by third party You retain full ownership and control
File Storage OneDrive / SharePoint only Cloud + local backup (e.g., 5TB Synology)
Cybersecurity Basic AV + email filtering Full-stack security with endpoint protection & policy management
Support Model Remote help desk only Local + remote, with guaranteed onsite support
Performance Hosted desktops with potential lag Native performance on managed devices
Device Management Limited — often self-managed Full lifecycle management (hardware, printers, firewalls)
Scalability Per-user cloud pricing Predictable monthly fees with flexibility
Data Recovery Sync-based (not true backup) Full recovery via local + cloud backup strategy

Top Concerns We Hear from Firms After Switching to DaaS:

  • “We lost control of how our systems were managed.”

  • “Performance suffered — hosted desktops slowed us down.”

  • “We couldn’t get real help onsite when we needed it.”

  • “We were paying more than expected due to per-user cloud pricing.”

  • “OneDrive and SharePoint didn’t provide real backup — just storage.”

Why Financial Firms Choose Click IT

  • Security-first mindset with layered protection

  • Hybrid model designed for compliance and operational flexibility

  • Expert guidance with experience in regulated industries

  • Onsite support when needed — not just remote agents

  • Transparent pricing — no surprises or lock-in

Make IT work for your firm — not the other way around.

Contact your nearest Click IT Store to schedule a no-obligation consultation.

📍 Find a location:
🌐 www.ClickITStores.com