Secure Wealth IT

The per-user price is the part of your IT quote you can see.

A side-by-side worksheet for comparing IT provider quotes on what's left out: licensing, onboarding, after-hours support, projects, security tools, and exam support. Built for advisory firms.

Compare up to three quotes line by line on total cost, not headline price

Get exclusions in writing with 12 questions to ask every provider

Calculate your effective first-year cost per user

Spot contract terms that are hard to get out of later

Check what an examiner will see when they read your MSP contract, which is on the SEC's sample document request

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Free. No sales call required.

Written by Harrison Baron at Secure Wealth IT, a Charlotte, NC IT and cybersecurity firm that works with RIAs, financial advisors and broker-dealers. Use it to compare any provider, including us.

What's Inside

Exclusions comparison table across 22 line items

Common exclusion patterns seen in published MSP pricing

12 questions to ask every provider

First-year total cost worksheet

Contract terms checklist and red-flag phrases

Want a second opinion on a quote?

You can book a free 20-minute review at https://securewealthit.com/harrison. No obligation.

Book a free 20-minute review