Situation Summary
Wealth Planning Corporation is a financial services firm serving over 500 clients with a dedicated small team. For nearly 20 years, they have relied on Augustine IT to navigate the complex technology landscape of financial services. As a wealth planning practice, they require robust data security, seamless client communication tools, and reliable systems to manage sensitive financial information while maintaining the highest standards of professional service.
Challenge
Two decades ago, Wealth Planning Corporation knew little about office networking or data security. With increasing reliance on external vendors and software integrations, they needed a partner to modernize their operations. The internal team simply didn’t know what they didn’t know—until they met Augustine IT.
Solution
Bill and the Augustine team not only installed the right tools—they became long-term technology advisors. From server installs to full cloud migration, they guided Wealth Planning through every phase of digital transformation. With fully integrated software, vendor connectivity, remote-ready tools, and always-on support, the firm now operates with efficiency and security built into its foundation.
Outcome
The transformation has been comprehensive. Where there were once disconnected tools, local files, and little visibility, there is now a fully cloud-based platform with integrated systems. Reactive upgrades with no IT roadmap have been replaced with proactive planning and tech leadership. Manual operations and paper-heavy workflow have evolved into a nearly paperless office that is scalable and mobile. Limited internal IT know-how has been strengthened by a trusted partner architecting long-term growth.