Case Studies

Pragmatix's Delivers and Manages Commonwealth Advisors IT Infrastructure

Based in Baton Rouge, Louisiana, Commonwealth Advisors provides wealth management and financial planning services to private individuals.

Business Issue

• Secure, compliant IT environment
• Predictable costs for IT hosting and maintenance
• Free up IT staff to focus on high value IT projects
• Scale for growth
• High performance and stability

Business Results

• Secure, compliant data storage
• Collaborative 24/7/365 IT environment
• Network architect solution
• Cost effective hosting and maintenance

Commonwealth Advisors needed a secure, reliable and compliant managed network and server environment. As a financial services company, Commonwealth Advisors required a robust disaster recovery (DR) capability to ensure against data loss and to meet new stringent governmental regulations regarding the storage of email and other employee communications. Commonwealth Advisors chose Pragmatix Gold, a managed IT service consisting of a Microsoft small business server hosted at a secure IBM e-Business facility. An IBM Built on Express Advantage Offering, Pragmatix Gold enables businesses to protect, access and manage their information, network and IT processes with complete confidence. Pragmatix manages all aspects of Commonwealth's information technology, including backups, server management and monitoring. Commonwealth Advisors IT environment includes dedicated hardware, email and shared calendars, website hosting, corporate intranet, file server, SQL database, SharePoint collaboration tools, secure remote access, mobile messaging, 24x7 monitoring and professional proactive management by Pragmatix. In addition, Pragmatix Gold includes online backup, email and web security. Commonwealth Advisors can now focus on their business and customers while having the confidence that their IT network is secure and in compliance with governmental regulations.

"When a company's system is disabled, the ramifications are typically confined to that business. However, in the financial services industry people's wealth is at risk and the need for disaster recovery is considerable greater. Investment Management is a highly regulated field and has strict record retention requirements surrounding email and other employee communications. Most investment management firms do not service their own technology needs, but do require a secure network that is dependable and consistently operable. With the Pragmatix solutions, businesses like ours are able to focus on our clients without concern for our technology and business systems.

Pragmatix enables my firm to access our critical systems remotely, regardless of location and ensures that we always have a secure environment that is always reliable."

Walter Morales, CEO, Commonwealth Advisors