Louisiana
Ener Systems helps financial planners, registered investment advisors (RIAs), wealth managers, and broker-dealer offices across Greater New Orleans, the Northshore, and Baton Rouge stay connected, protected, and audit-ready. We don't offer generic IT support — we deliver specialized, compliance-tested technology services tailored to the real-world demands of SEC Regulation S-P, FINRA Rule 4370 business continuity, custodian platform integration, and the fiduciary documentation obligations wealth firms operate under.
If you're still dealing with CRM outages, custodian integration failures, or portfolio-management platforms that freeze before a market open, you're not alone — and it doesn't have to be this way. We've built our reputation on removing those pain points and giving Louisiana wealth firms the tools to serve clients stronger, safer, and more profitably.
Services
Our IT Services
We deliver business-critical IT solutions designed to protect your operations, support your growth, and eliminate downtime. Whether you're a construction firm, contractor, or a compliance-driven organization, our services are built to work the way your business does: fast, secure, and reliable.
Cybersecurity Services
Get true end-to-end protection against today's evolving threats. From firewalls and endpoint protection to email filtering and employee training, our cybersecurity stack is built around your workflows—so you're always secure without compromising productivity.
Managed IT Services
Our all-inclusive managed IT services provide ongoing support, monitoring, patching, and issue resolution—so you can focus on building your business, not fixing tech problems. We prevent issues before they impact your productivity.
Co-Managed IT Services
For companies with internal IT staff, our co-managed services offer the perfect partnership. We provide additional tools, advanced expertise, and scalable support—helping your team focus on strategic initiatives without burning out on daily support tickets.
Cloud Services
We help businesses transition to the cloud with purpose. From secure file sharing and scalable storage to cloud-based infrastructure and app hosting, our cloud solutions are designed to improve performance, boost mobility, and cut costs.
Phone Systems
Our phone solutions deliver enterprise-quality voice systems at a fraction of the cost of traditional phone lines. We handle design, implementation, call routing, and support—ensuring clear, reliable communication no matter where your team works.
Microsoft 365 Services
We make Microsoft 365 work harder for your business. From email migration to Teams collaboration and SharePoint optimization, we manage your licenses, support your users, and secure your Microsoft environment from end to end.
Business Video Surveillance Systems
Our surveillance systems go beyond basic camera installs. We provide intelligent, high-resolution video monitoring tailored for commercial environments, job sites, and high-risk areas—complete with real-time alerts, remote access, and secure footage storage.
Disaster Recovery Planning
Disasters don't wait—and neither do we. Our disaster recovery services ensure that critical data, applications, and systems are backed up and recoverable quickly, so you can bounce back from any event without extended downtime or data loss.
IT Compliance Services
Whether you're facing regulatory audits or client security requirements, we ensure your IT environment is aligned with the latest compliance standards. We help you identify gaps, implement controls, and document your compliance posture with confidence.
CMMC Compliance Services
We help defense contractors and subcontractors meet Cybersecurity Maturity Model Certification (CMMC) requirements through detailed assessments, gap remediation, and ongoing support—ensuring eligibility for Department of Defense contracts.
HIPAA Compliance Services
We partner with healthcare organizations to design, implement, and manage IT environments that fully support HIPAA compliance. From secure data access controls to audit trail management, we simplify the path to protecting patient information.
AI Strategy & Enablement
Unlock real ROI from AI with custom strategies designed for small to mid-sized businesses. Ener Systems helps you streamline operations, automate workflows, and integrate AI securely into your existing systems—without the complexity or risk.
FAQs
Frequently Asked Questions About Financial Planner & Wealth Advisor IT Services
Do you support the major financial planning platforms — eMoney, NaviPlan, MoneyGuidePro, RightCapital?
Yes. All four of those plus Asset-Map, Cashflow Planner, and other financial planning tools. We handle integration with your CRM (Redtail, Wealthbox, Salesforce Financial Services Cloud), proper data sync, secure client document exchange, and the operational support for the planning workflow.
Can you handle custodian integration — Schwab, Fidelity, Pershing, TD Ameritrade (now Schwab)?
Yes. Data feeds between custodians and your CRM/portfolio management, secure document exchange, single sign-on where supported, integration with planning software. Custodian relationships have specific security requirements (Schwab's PortfolioConnect, Fidelity's eXTraNet, Pershing's NetX360) that we satisfy.
What does FINRA and SEC compliance look like for a financial planning practice?
Investment Advisor Representative (IAR) practices fall under SEC or state registration. We deliver: encrypted email archiving with proper retention (SEC Rule 204-2 records), supervised social media tools (FINRA 2210 / SEC marketing rule), audit logs of system access, BAA-equivalent vendor agreements where applicable, written information security policy, and the access control granularity that satisfies regulatory exams.
How do you handle the new SEC Marketing Rule requirements (modernized 2020)?
Modernized Marketing Rule allows testimonials and performance reporting with specific conditions. We deliver IT controls: pre-approval workflows for marketing content, audit trails of approvals, content lifecycle management for marketing material, secure storage of testimonials and supporting documentation, version control for fact-checking and review. Plus integration with compliance review systems.
Can you support solo financial advisors at appropriate cost?
Yes. Solo advisor tier delivers full security and compliance: encrypted laptop, MFA on all accounts, business email with proper auth, cloud backup with verified recovery, password manager rollout, security awareness training, plus the compliance documentation framework. Typical cost: $400-$800/month. Compliance work doesn't scale down with AUM — solo advisors actually need MORE outsourced IT than larger firms with internal staff.
How do you handle client document security and the secure portal requirement?
Encrypted client portal (typically ShareFile for Wealth Management, SmartVault, or platform-specific tools like Redtail Imaging), MFA on client access where supported, audit logging of document access, retention policies matching SEC/FINRA requirements, encrypted backup. Client document exchange via email is generally non-compliant — we move you to proper secure portal workflows.
Can you handle the high-net-worth client confidentiality and discretion requirements?
Yes. Stronger-than-typical security: full-disk encryption, MFA everywhere, conditional access, EDR endpoint security, network segmentation isolating client data, audit logging with monthly review, encrypted email for sensitive communications, BAA-equivalent agreements. Plus operational discipline — minimal-access principle, regular access reviews, documented procedures, tested incident response.
What's the typical IT spend for a financial planner / RIA practice?
Solo advisor: $400-$800/month. 2-5 advisor practice: $1,200-$2,500/month. 5-15 advisor RIA: $2,500-$5,000/month. Larger RIAs (15+): $5,000+/month. The compliance work doesn't scale linearly with team size — the bigger firms benefit from cost amortization, while solo advisors get a baseline that includes everything compliance requires.
Our Trusted IT Partners
Professional, Timely, and Affordable
Executive Director,
New Orleans, LA
Less Stress, Competitive Pricing, Great Relationship
President,
Covington, LA
Above and Beyond Customer Service
Corporate Affairs Manager,
Covington, LA
Ener Systems has it all under control...
M.D.
Taking the best care of our valuable data...
Kenner, LA
No Longer Worrying About IT Issues
Owner,
Covington, LA
Longtime Client, Longtime Benefit
Exec. VP Engineering,
Covington, LA
I certainly have no qualms about recommending them...
Kenner, LA
A True IT Partner That Keeps Us Running Smoothly
Covington, LA
ENER has provided significant support for our organization
One of the Best Business Decisions I Have Made
President,
Pear River, LA
They handle every request with expertise and professionalism
Always looking out for my best interest...
Marrero, LA
Rene and his team have been a tremendous support to our business.
You ALWAYS provide us with excellent service.
General Manager
Covington, LA
Great Service that Saves Time and Money
Vice President, Certified Finance & Insurance, Madisonville, LA
Madisonville, LA
I highly recommend you add them to your team
President
Covington, LA
Thank you...
Founder and Principal,
New Orleans, LA
Ener Systems consistently delivers the prompt and expert service we need
Ener Systems has been an exceptional partner for our business
Always delivers as promised!
New Orleans, LA
Placing High Value On Safety And Security
General Manager,
Covington, LA
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