Private cloud for wealth management firms
Wealth management firms get pitched on cloud hosting constantly. Most of it is generic AWS or Azure reselling with a financial services label slapped on. CSSI is different because we actually run the applications you use. Your environment is yours, dedicated, and managed by people who understand the reporting workflows it supports.
- Dedicated environments, not shared tenancy
- Managed by a team with 20+ years in financial technology
- Scales with your firm as you add users and applications
Who this is for
Wealth management firms that want their own cloud environment without hiring the team to run it. If your firm manages client assets and needs infrastructure that can pass a compliance review, keep reading.
Firms that need isolation, not shared hosting
Some firms are required by clients or regulators to keep data in a dedicated environment. Shared cloud tenancy does not satisfy that requirement. A private cloud does.
Growing firms that do not want to build an IT department
You could hire an infrastructure team, or you could use one that already exists and has been doing this for two decades. The second option is usually faster and cheaper.
What private cloud hosting includes
"Private cloud" gets used loosely in sales pitches. Here is what it actually means when you host with CSSI.
Your own environment
Compute, storage, and networking are dedicated to your firm. No other company is on the same resources. Performance is consistent because nobody else is competing for it.
Built on current technology
We keep the underlying infrastructure current so you do not have to worry about hardware refresh cycles, hypervisor upgrades, or end-of-life planning.
No maintenance on your side
Patching, monitoring, and capacity management are handled by CSSI. Your team logs in and uses the applications. That is it.
Room to grow
Adding a new application or more users does not require a hardware purchase. We scale the environment based on what you need, when you need it.
How we set up a private cloud environment
Every firm is different, but the process follows a similar pattern. We have done this enough times to know where the surprises usually hide.
- Map your current environment. What applications are running, where data lives, how users connect, and what integrations exist.
- Design the private cloud. We configure dedicated resources sized for your workload, with security controls that match your compliance requirements.
- Migrate and test. Data and applications move to the new environment. Your team tests everything before the old setup goes away.
- Operate and optimize. Once live, we monitor performance, handle maintenance, and adjust capacity as your firm grows.
Ready to move to a private cloud?
Tell us about your current setup and what you need the hosting environment to support. We will scope a private cloud that fits your firm and walk you through the migration.
FAQ
How is this different from regular cloud hosting?
Regular cloud hosting often means shared infrastructure. Private cloud means dedicated resources for your firm. Nobody else affects your performance or shares your environment.
Can I host non-Advent applications too?
Yes. Many firms host QuickBooks, Microsoft Exchange, CRM tools, and other business applications alongside Advent products in their private cloud.
What happens if we outgrow the initial setup?
We add capacity. There is no hardware purchase or migration involved. We adjust the environment to match your current needs.
Do we need our own IT staff?
No. CSSI manages the infrastructure. Your team uses the applications. If you have an IT person, they can focus on other things. If you do not, that is fine too.
