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IT Support for Financial Services and Wealth Management

Satisfy your compliancy requirements and simplify your Cloud connected solutions. At CMI, we provide dedicated IT support for the financial services and wealth management industry.

Speed, Security and Compliance Combined

In a fast-moving and ever-changing landscape, the demands of the financial services sector are many – and managing its IT is just another unnecessary burden.

At CMI, our IT support for financial services and wealth management is built from the ground up for speed, compliance and data diligence. With experience in all major financial service software and solutions, we provide the technical support that your business, your clients and regulators can rely on.

Reliable Service

Deliver solutions, information and services to clients faster with optimised IT solutions.


Simplified Cloud

With CMI’s streamlined BigCloud solution, your Cloud technologies are simple and consolidated.

Built for

Satisfy your responsibilities to the FCA, FOS, PIMFA and more, with solutions built for regulations from the ground up.

Designed for

Improve client communications, service delivery and security with services that perfect the customer experience. 

Discover faster, safer Financial IT services that meet your every need for retention, reliability and regulatory compliance. Talk to CMI today and discover exceptional IT support for your financial services.

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Work with an Award-Winning, Industry Experienced MSP

Our Cyber Security expertise, industry awards and decades of experience in the finance sector make us the perfect choice for streamlined, secured and tailor-made IT support for financial services.



Finance, Refined 

Our combined finance sector and software experience means you’re not only covered for your technical future, but the complexities of working in a fast and demanding industry.


Familiar with your Fintech

We’re experienced in such common applications as IO, AO, CURO, X Plan, Plum and Virtual Cabinet, with solutions designed to enhance them exponentially.

Safe and Secured

Our solutions meet all relevant compliances, secures your business data and keeps your clients protected with industry-leading cyber security.

Industry Experienced

Serving more than 50 Independent Financial Advisors and multiple accountancy firms, we work to the exacting standards of your sector – not just its technologies.

Cloud Collaborative

We tackle the sector’s major Cloud concerns and create online solutions that build client relationships, provide endless service availability, and keep you in control of accounts and transactions.

Recognisable Results

With our support, your performance indicators, AUMs and client retention rates are accurate, manageable and superbly supported.

Ongoing Assistance

Our ongoing service keeps your solutions maintained, your security vigilant and your infrastructure updated, helping you deliver consistent client satisfaction.

BigCloud – Online Made Easy

CMI’s BigCloud solution packages your Cloud-enabled software, hardware and infrastructure into a single service, making it easier than ever to manage your financial service and wealth management platforms.


Deliver an always-online solution and provide faster, more flexible customer solutions. Minimise your capital expenses and silo your sensitive data into secure, offsite storage for ultimate compliance and security.

  • An always-accessible, virtual desktop available from any modern device.

  • The full suite of Office 365 apps, with all concurrent and historic data seamlessly migrated.

  • Provisioned with full backup and additional security options to keep users safe and continuous.

  • Dedicated support desk covering your technical issues and queries.

Get started with your BigCloud solution today, and enjoy a simpler, swifter introduction to the online workspace.

Discover BigCloud

Our Satisfied Clients

We believe it’s not just your solutions that should improve. We’re dedicated to evolving, upskilling and doing all we can to keep clients satisfied and relationships long-lasting.

CMI provide us with a comprehensive, flexible IT solution that meets our progressive technical strategy to meet our business objectives.

Hall and Pickles 1812 Limited – Matt West

They have given excellent advice to meet our changing business needs and provide a very good service.

Newell Palmer Group - Philip Stepp, Group MD

Exceptional IT Support for Financial Services & Wealth Management

Complement your financial IT solutions, comply with regulatory responsibilities and communicate with clients on a broader scale than ever before. Talk to us today and discover just how effective our IT support for financial services and wealth management can be.