Wealth Management Firm


BT Align was contacted by a Wealth Management firm with offices in Naples, Atlanta and New York City with concerns about their ability to keep the business open during any severe weather events such as a hurricane.


  1. Completed review of entire IT Infrastructure environment including vendor contracts
  2. Identified flaws in data backup methodology and effectiveness
  3. Recommended a hybrid Business Continuity solution that would allow their financial advisors to continue working remotely in the event their office building(s) were without power or network access.
  4. Worked with the chosen service provider to implement a Business Continuity solution that provided real-time virtualization of any/all files and applications, as needed


As a result, the firm was able to avoid any downtime and remained productive during the extended power outages caused by Hurricane Irma