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External IT Unveils the Latest Evolution of Its Best in Class Cloud Desktop at T3 Advisor Conference

Submitted by Technology Tools for Today on February 12th, 2015


External IT Refreshes Its Interface With a Modern Look and Seamless Workflow Integration for Greater Advisor Productivity; The Latest Version Includes Improved Security and Workflow Features Such as Web App Single Sign On, Built In Token 2-Factor Authentication, Cutting Edge Auditing, Cybersecurity and Compliance Features; External IT Is Offered in Fidelity®'s New Wealthcentral® Technology Bundle

External IT, a cloud-based IT outsourcing firm that focuses on RIAs and Broker Dealers, has unveiled the latest iteration of its Cloud Desktop at the T3 Advisor Conference in Dallas, Texas. This latest version includes updates to major security features, integration with key custodian platforms and financial software, as well as a clean and more navigable user interface to improve RIA productivity.

External IT's Cloud Desktop is a highly secure and compliant platform for advisors that is custom-built and based on a firm's individual needs. The platform is operating system and device agnostic to help support the advisor of the future who is able to access all of their tools without being tied to a desk.

In addition to providing a work environment that empowers an advisor with the tools they need at all times, firm owners are reassured by the stringent security that is built in. External IT provides single sign on capabilities, token 2-factor authentication, Symantec VIP integration and logs all actions in the environment for audit purposes in case something goes wrong.

"Key members of External IT's management team hold accomplished backgrounds in financial services and wealth management. This allows us to translate the complex technical aspects of an advisor's IT needs into the real world while keeping your firm secure. Our sole purpose is to innovate IT infrastructures with the advisor in mind so they can focus on what is their primary priority -- their clients. With that in mind, we upgraded our system to ensure seamless and easy-to-use technology that is built to empower advisors anytime and anywhere they need it," said Sam Attias, VP, Financial Services Practice, External IT.

External IT has developed long-tested and unique industry collaborations that drive its focus on both technology and RIAs. Also at T3, Fidelity Investments® will demo its new WealthCentral Technology Bundle, developed to help new and breakaway advisors get their practices up and running quickly by streamlining the multitude of technology choices available when starting a new business. The WealthCentral Technology Bundle combines Fidelity's WealthCentral brokerage platform with a packaged set of third-party technologies, including External IT's Cloud Desktop[i], Redtail Technology's customer relationship management (CRM) software and Advent's Black Diamond® wealth management platform.

After developing the first commercial Cloud Desktop, External IT's founders established the company in 2002 with an idea that was ahead of its time, helping drive the firm to become the industry standard in cloud computing. Whether accessing External IT through a pre-packaged platform or through a professionally customized configuration directly through the firm, advisors can count on security without being limited by hardware, geography or application set, so they can focus on their clients.

About External IT
External IT is a leading provider of unified cloud computing solutions to Financial Services Clients including RIAs and Broker Dealers. The company's cloud-based solution is delivered via its unique OS33 Cloud Desktop platform, which provides all of a user's applications and data simply in one place. The company offers integrated managed services that provide everything from end user helpdesk to data migrations, nationwide on-site assistance, and remote management of clients' networks. Founded in 2000, External IT has been delivering IT services for nearly 15 years and is a recognized innovator and pioneer in the cloud computing space. For more information, visit www.externalit.com.

Fidelity Investments ("Fidelity") is an independent company, unaffiliated with External IT. The information and opinions expressed herein are solely those of the author and in no way represent the advice, opinions, or recommendations of Fidelity. There is no form of legal partnership, agency affiliation, or similar relationship between Fidelity and the third party companies referenced in this announcement, nor is such a relationship created or implied by the information found herein. Fidelity has not been involved with the preparation of the content supplied herein and does not guarantee or assume any responsibility for its content. Fidelity, Fidelity Investments and WealthCentral are registered marks of FMR LLC.

[i] Each firm needs to conduct its own due diligence, consider the advantages and disadvantages of using cloud-based technology and determine if cloud-based technology is the appropriate solution and if the OS33 virtual desktop solution is right for them. 

In 2012, External IT USA, Inc. merged with and into OS33 Services Corp. OS33 Services Corp. is still commonly referred to as External IT so the use of External IT throughout this release refers to the overall corporation. External IT/OS33 Services Corp. and Fidelity Investments are independent entities and are not legally affiliated. 

When appropriate, Fidelity works closely with third-party providers to offer technology solutions. Fidelity does not provide recommendations or endorsements with respect to any vendor or any such vendor's products and services. Each client should conduct its own independent diligence before engaging a vendor and determine whether the particular vendor, and the particular products and/or services offered by the vendor, are right for them. Fidelity clients deciding to employ the services of, or purchase products offered by, a vendor working with Fidelity will be required to work directly with the vendor. Fidelity is not a party to any business or contractual relationship between the vendor and Fidelity clients and all matters relating to such relationships are strictly between the vendor and the applicable Fidelity client.

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