Apex Advice is a trusted financial advisory firm providing wealth management and financial planning services across Victoria. Operating in a highly client-focused industry, Apex relies on expandable, secure, and efficient digital tools to serve its clients and maintain compliance.

Before engaging Dietincs, Apex were working with a break-fit IT provider. This reactive support model led to unpredictable costs, frequent system issues, and no clear path for technology improvements. As the business grew, it became clear they needed a proactive technology partner who could provide stability, strategy, and a modernised IT environment.

Apex Advice faced several challenges with its existing IT setup:

• Reactive Support Model:

Their previous provider only responded to issues after they occurred, causing downtime and frustration among staff.

• Cloud Misconfiguration:

Key business applications were cloud-based, but had been set up incorrectly, leading to syncing issues, performance problems, and security gaps.

• Fragmented Communication Tools:

The team relied on a mix of outdated phone systems and manual messaging processes, which impacted internal efficiency and client responsiveness.

Apex needed more than just IT support—they needed a strategic partner to modernise their environment and manage it going forward.

• Transition to Managed IT: Apex is now supported by Dietincs's proactive monitoring, maintenance, and support. This ensures issues are resolved before they impact the business, with clear, fixed monthly costs and no surprises.
• Cloud Application Optimization: We reviewed and reconfigured Apex cloud services to improve reliability and security. Key changes included:
  • Enforcing proper access controls
  • Requiring Endpoint Detection and Response on all company machines
  • Security maintenance of cloud applications, including Microsoft 365
• Microsoft Teams Calling Deployment: Dietincs configured Apex Advice's Teams Calling to show their customers how to get connected to the right person, regardless of whether staff were in the office or at home.
• TouchSMS Integration: To enhance client communication, we integrated TouchSMS with their existing systems. This gave staff an efficient, trackable way to communicate with clients via SMS, improving responsiveness and engagement.
• Ongoing Strategic Guidance: As Apex's technology partner, we now meet regularly to review system performance, discuss emerging risks, and align IT with business goals.

Since partnering with Dietincs, Apex Advice has seen a marked improvement in system reliability, internal efficiency, and client communication. By moving to a managed services model, they now have peace of mind knowing their IT is proactively supported and continuously improved.

Their staff enjoy seamless cloud access, better phone communication, and a more streamlined way to connect with clients via SMS. With Dietincs handling the technology, Apex is free to focus on what they do best, helping its clients build a secure financial future.