How a Newly Independent RIA Built a Confident, Seamless Technology Foundation with Alles Technology

When The Vedder Group made the leap to independence in 2021 after years inside a large insurance environment, the opportunity was immense, but so was the operational lift. Becoming an RIA meant rebuilding their infrastructure from the ground up, selecting their own systems, and creating a secure, modern environment to support their wealth management and retirement plan clients.

For Wyndi Tricquet, Director of Operations, the excitement of independence came with a clear realization that technology would be one of the most critical and unfamiliar components of their new firm. Fortunately, she already knew the person she wanted guiding them through it, Max Alles, who had supported their IT needs long before launching Alles Technology.

“Max made everything work,” Tricquet recalled. “He solidified our relationship early on. When he started Alles Technology, we knew instantly that we were going with him.”

As a small firm, The Vedder Group needed a partner who could translate complex IT requirements into approachable, understandable decisions. Technology wasn’t second nature to the team, and the stakes were high as security, compliance, client data protection, and a frictionless advisor workflow all depended on making smart, informed choices.

“We’re a small firm and technology isn’t our second nature,” Tricquet said. “Max makes it easy, using terminology we understand. He held our hands through every decision.” Alles Technology helped The Vedder Group build its infrastructure from scratch, guiding them through software selection, systems setup, cybersecurity layers, and ongoing monitoring.  

According to Tricquet, with Alles, issues are resolved before they interrupt the day, workflows run smoothly, and the team knows their data is protected without having to manage the complexity directly. “For IT, it feels like autopilot,” she explained. “The best IT is one you don’t even know is there. It’s comforting knowing they’re watching, so I don’t have to.” Wyndi also emphasized the strength of Alles’s support. “I get an immediate response whenever I send something in. They’re readily available.”

Beyond core IT support, Alles helps the firm with peripheral needs like video conferencing setups, office communications, and hardware selection. Each decision is made easier by having a team that speaks their language. “Our workflow isn’t interrupted,” Wyndi added. “It’s truly a magical world of IT where things just work.”

For a wealth management firm, the feeling of being “in good hands” is priceless. Alles Technology provides that assurance through monitoring, quarterly review calls, oversight of updates and patches, and proactive identification of risks before they impact clients. “There is a sense of safety and reassurance knowing we have a strong IT connection,” Tricquet said. “Our data is protected, and everything feels under control.”  

When asked what she would tell other advisors embarking on independence or reassessing their IT, Tricquet offered simple advice: “Pick the right provider. Everything becomes easier when you do. We can’t imagine all the things we didn’t know we needed to consider, until the Alles Technology guided us through all of it.”

That trust, she explained, is more than just professional; it’s also personal. “Max is on our Christmas card list,” she laughed. “That says it all.”