What's the difference between managed IT and co-managed IT?

Managed IT replaces an internal IT team. Co-managed augments your existing IT lead so they stay strategic owner while we provide depth, after-hours coverage, security expertise, and project bandwidth.

How much does co-managed IT cost for a Gilbert financial firm?

Most engagements land between $50 and $110 per user per month depending on scope. Typically less than the loaded cost of a second internal IT hire, and you get a full bench instead of one additional generalist.

Do you support multi-advisor RIA environments?

Yes. Multi-advisor RIAs with complex custodian integrations are one of our most common East Valley co-managed engagements.

Can you cover pre-market and weekend hours?

Yes. Defined pre-market and weekend coverage windows are one of the highest-value uses of co-managed for Gilbert financial firms.

Who owns the ticket queue?

Your internal IT lead. Shared ticket view, full visibility. We escalate to them when appropriate; they escalate to us when they need depth.

Co-Managed IT — Gilbert Financial Services

Co-Managed IT Services for Financial Services Firms in Gilbert, Arizona

Most Gilbert financial-services firms with internal IT have one person who knows everything — the CRM, the custodian platforms, the eComms archive, the compliance calendar, and the printer that only they can fix. That person is invaluable until they take a vacation, get sick, or get an offer from a fintech company in Chandler. Co-managed IT gives them a senior bench without disrupting what already works in your Heritage District or SanTan Village office.

Liquid IT runs a co-managed model built for Gilbert firms with a 1-3 person internal IT or operations team. We provide tier-3 escalation, 24/7 monitoring, security and compliance overlay (SEC, FINRA, FTC Safeguards), after-hours coverage, and project bandwidth. 15-minute response from North Scottsdale-based engineers, not an offshore queue, backed by our 90-day money-back guarantee.

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Why It Matters

Why Co-Managed IT Matters for Financial Services in Gilbert

Your internal IT lead stays the strategic owner

They know the advisors, the custodian quirks, and the compliance calendar. We plug in where they need depth — security, after-hours, project bandwidth, documentation — not where they need control.

24/7 coverage so after-hours pages don't always hit your IT person

Market-hours and pre-market events, custodian outages, and weekend compliance deadlines shouldn't all land on one person. Defined after-hours and weekend coverage windows keep your IT lead human.

Tier-3 escalation for finance-specific platforms

Complex Azure, Entra ID, custodian integrations, eComms archive issues, and security incidents handled by senior engineers who know finance — not generalists reading a knowledge base.

SEC, FINRA, and FTC compliance documentation support

Your internal lead keeps the systems running; we produce the WISP, risk assessment, access-review evidence, and IR documentation the regulators and insurance carriers want.

Project bandwidth without a second hire

Microsoft 365 migrations, custodian transitions, eComms archive deployments, multi-location rollouts, and M&A IT integration — project capacity on demand without the overhead of a second full-time hire in Gilbert.

What's Included

Co-Managed IT Scope for Gilbert Financial Services

After-hours & weekend coverage

Arizona-based engineers covering Gilbert nights and weekends — critical for pre-market support, custodian outages, and compliance deadlines that don't wait for Monday.

Tier-3 escalation bench

Complex Azure, Entra ID, custodian platform issues, eComms archive problems, and security incidents handled by our senior finance-focused team.

Security & compliance overlay

Managed EDR, identity hardening, vulnerability management, and audit-ready SEC, FINRA, and FTC documentation — produced and maintained by us, reviewed by your CCO.

Project capacity on demand

Microsoft 365 migrations, custodian transitions, eComms archive deployments, multi-location rollouts, and M&A IT integration — scoped, staffed, and delivered without stretching your internal team.

Vendor & license management

Cox Business and fiber escalations, Microsoft licensing right-sizing, custodian vendor coordination, and hardware procurement — off your internal lead's plate.

Shared documentation & runbooks

Documentation your internal team owns and can edit — network diagrams, vendor contacts, credential vaults, and emergency procedures. Not a black box.

Local Proof

Built for the Gilbert Financial Services Reality

Respect for the internal IT lead

We onboard with them, document together, and position explicitly as their bench. They keep the business relationship; we provide the depth.

Documented SLAs and shared ticket view

Full visibility into every ticket, escalation, and project — no shadow IT, no surprise invoices.

On-site across Gilbert in 25–40 minutes

Heritage District, SanTan Village, Agritopia, Power Ranch — Arizona-based senior engineers who can be at your Gilbert office when the issue requires a physical presence.