Managed IT
White-glove Managed IT & Support
Helpdesk, endpoint management, Microsoft 365 and Google Workspace, backup and strategic IT guidance for financial firms. Choose business-hours or 24x7x365 live coverage, with a named team and a documented scope.
Two tiers, one difference that matters: coverage hours
The full list of what's in a managed seat is set out in your proposal and ordering document.
Essentials
Managed business-hours White Glove IT Support (Mon–Fri, 8 AM–6 PM ET)
- Live helpdesk Mon–Fri, 8 AM–6 PM ET, named-engineer follow-through
- L1 triage, L2 engineering, L3 senior escalation
- Continuous RMM monitoring, bi-weekly OS and third-party patching
- Quarterly compliance reporting: patch, encryption, EDR, policy drift
- Managed M365 or Google Workspace, SharePoint and file systems
- Managed backups with daily verification and monthly restore tests
- Full asset lifecycle, hardware catalog, procurement
- Bloomberg, OMS, CRM and accounting application helpdesk
Advanced
Managed 24x7x365 White Glove IT Support
Everything in Essentials, plus- Round-the-clock helpdesk incl. nights, weekends, holidays
- 24/7/365 environment monitoring of endpoints, servers, cloud
- Deeper trading platform and OMS integration support
- MDM via Intune, Jamf or Kandji for iOS, Android and company devices
- Technology roadmap, budget forecasting, lifecycle refresh guidance
- Executive checkpoints and quarterly business reviews
Priced per user per month; servers, VMs and extra backup workloads per device. Contact us for a tailored proposal.
Choose the coverage, then extend it where you need to
| Essentials · Business hours | Advanced · 24x7x365 | |
|---|---|---|
| Helpdesk coverage | Mon–Fri, 8 AM–6 PM ET | 24x7x365 incl. nights, weekends, holidays |
| Environment monitoring | Business-hours response to alerts | 24/7/365 endpoint, server, and cloud monitoring |
| Patching | Bi-weekly OS and third-party | Bi-weekly OS and third-party |
| Compliance reporting | Quarterly | Quarterly plus executive checkpoints |
| Mobile device management | Add-on | Included via Intune, Jamf, or Kandji |
| Trading platform & OMS support | Helpdesk support | Deeper integration and escalation support |
| vCIO roadmap & budgeting | Annual review | Roadmap, forecasting, and quarterly business reviews |
| P1 acknowledgement | 20 minutes | 20 minutes |
Managed IT add-ons
Disaster recovery testing
Scheduled failover and restoration exercises with audit-ready results, run annually or semi-annually.
Business continuity tabletop
Facilitated continuity simulation with an executive summary and prioritized recommendations.
Onsite technician days
Scheduled or on-demand onsite engineering for builds, moves, events, and hands-on troubleshooting.
Mobile device management
Intune, Jamf, or Kandji management for iOS, Android, and company-owned devices, per device.
Managed antivirus
Managed AV for firms not on the Apollo SOC endpoint stack, per endpoint.
Office build-out & relocation
Cabling, network and rack design, AV, and trading-desk setup delivered as a fixed-scope project.
After-hours project work
Migrations, cutovers, and maintenance scheduled outside business hours to avoid trading impact.
Onboarding & implementation
| Microsoft 365 tenant setup | Tenant build, identity and MFA, mail flow, licensing, security baseline, and migration from the incumbent platform |
| Purview configuration | Archiving, journaling, retention policies, legal hold, eDiscovery, and supervision workflows |
| Anchor-LP secure tunnel | Site-to-site or point-to-site connectivity to anchor LP, administrator, or counterparty systems |
| Endpoint & server onboarding | Agent deployment, imaging, encryption, patch baseline, and documentation of the estate |
| Network & site onboarding | Firewall, switch, wireless, and SD-WAN discovery, configuration backup, and monitoring enrollment |
| Hardware provisioning | Curated Lenovo catalog, Premier Support, standard imaging, and direct-to-employee shipping |
Onboarding is quoted as a fixed-scope project and is frequently waived on annual agreements.
Fully outsourced, alongside your team, or one project at a time.
Most engagements are one of the first two. Tell us which describes your firm and we scope to it rather than pushing a package designed for someone else.
Fully outsourced
You have no internal IT, or you are replacing a provider
We take responsibility for the support, platforms and operating services in your agreed scope, with one coordination point and documented ownership.
- Helpdesk through L1–L3 within agreed hours, plus separately scoped onsite support
- Network operations, patching, backup and Microsoft 365 administration
- Vendor liaison: ISPs, hardware, market data and line-of-business applications
Co-managed
You have an internal IT lead or a small team
Your team keeps the roadmap, the relationships and the institutional knowledge. We extend it - taking the after-hours load, the routine work and the specialist depth a generalist cannot cover alone.
- NOC Watch and Manage for around-the-clock network visibility and remediation
- Tier subscriptions per user covering helpdesk, patching, backup and M365
- A named escalation path that works with your lead rather than around them
Project-based
You need a defined piece of work, with or without a subscription
Fixed-scope engagements quoted as a statement of work, delivered by the same engineers who run the managed estate.
- Migrations, tenant builds and office moves or relocations
- Cybersecurity risk assessments and internal or external penetration testing
- Disaster recovery testing and business continuity tabletop exercises
Not sure which fits? Say so on the contact form and we will tell you honestly rather than overselling.
Response commitments you can hold us to
Every Option One Technologies agreement includes documented SLAs. Response times are contractual and backed by service credits; resolution targets are measured goals pursued on a continuous-effort basis.
Transparent reporting
Clear visibility into service performance, ticket activity and operational trends through client portal dashboards and reports.
Named delivery team
An account manager, technical lead and executive escalation contact, plus a dedicated helpdesk line and portal.
Transparent terms
One-year terms with annual renewal, monthly invoicing, change orders for scope changes, and a Data Processing Addendum.
Managed IT questions we get asked first
Straight answers on how we fit with your team, what the hours really are, and what switching involves.
Do you replace our internal IT team, or work alongside them?
Either. Firms with no internal IT can take the full stack fully outsourced. Firms with an internal lead usually stay co-managed: your team keeps the roadmap and vendor relationships, and we cover helpdesk, patching, backup, Microsoft 365 administration and network operations. Tell us which describes you and we scope to it.
How does switching from our current provider work?
We verify firm-owned credentials, inventory dependencies and agree responsibilities with your outgoing provider. The written plan defines overlap where appropriate, backup and monitoring checks, cutover timing, rollback criteria and stabilization. Onboarding scope, fees and any waiver are documented in the proposal.
Which applications can you support?
Microsoft 365 or Google Workspace, Purview retention and eDiscovery, Teams Phone and the business platforms your firm runs day to day, including Bloomberg, OMS, EMS, PMS, CRM and accounting applications, with vendor escalation handled on your behalf.
Who owns our data, licenses and hardware?
You do. Licenses are held in your name and passed through at cost with no markup, hardware is procured through your catalog at vendor pricing, and your data stays in your tenant and platforms. We manage the environment; you retain ownership of it.
Next step
Plan your next IT engagement with clear responsibilities.
Tell us what's prompting this. We'll reply within one business day with a time to discuss your priorities, responsibilities and scope.