Rethinking DaaS for Financial Advisory Firms
A Smarter Alternative for Secure, Flexible, and Local IT Management
What Financial Firms Need from IT
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Strong cybersecurity that meets compliance demands
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Fast, seamless access to data and apps
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Reliable support — both remote and onsite
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Clear ownership and control over systems
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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:
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“We lost control of how our systems were managed.”
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“Performance suffered — hosted desktops slowed us down.”
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“We couldn’t get real help onsite when we needed it.”
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“We were paying more than expected due to per-user cloud pricing.”
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“OneDrive and SharePoint didn’t provide real backup — just storage.”
Why Financial Firms Choose Click IT
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Security-first mindset with layered protection
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Hybrid model designed for compliance and operational flexibility
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Expert guidance with experience in regulated industries
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Onsite support when needed — not just remote agents
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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