If your advisory firm is still running Windows 10, we need to talk. Microsoft has officially announced the end of support for Windows 10 on October 14, 2025—and that has serious implications for firms like yours in Salt Lake City.
This isn’t just a tech update. It’s a business continuity issue.
"We’ll Deal With It Later" Is an Expensive Strategy
Financial advisors have a hundred things on their plate—from managing client portfolios to staying ahead of SEC audits. But kicking the Windows 10 can down the road? That’s a mistake that can cost you dearly.
Let’s break down why:
- You’re Operating Without a Net
After October 2025, Windows 10 will stop receiving security updates. Any vulnerability discovered after that date becomes an open door for hackers.
And if you’re in wealth management, the risks multiply. Hackers target outdated systems because they know financial firms manage sensitive client data. You're not just risking a slow machine—you’re risking client trust, your fiduciary reputation, and compliance standing.
- Software and Hardware Will Stop Cooperating
More and more fintech tools—Riskalyze, Orion, Salesforce, even your CRM—are sunsetting support for Windows 10. When your reporting platform crashes mid-client review or your CRM lags during a live call, it affects more than productivity. It impacts your credibility.
And hardware? Same story. That new secure printer or MFA device won’t always play nice with outdated systems.
- Productivity Drops That Add Up Fast
Salt Lake advisors run lean teams. If every team member is losing 15 minutes a day to system slowdowns or compatibility bugs, that’s dozens of hours wasted monthly.
Slow tech doesn’t just cost time—it costs morale. Advisors should be focused on planning and relationships, not IT troubleshooting.
- Emergency Upgrades Are Costlier (And More Stressful)
Waiting until the last minute means:
- Rush orders on new devices
- Emergency IT service calls
- Downtime while systems are re-imaged
All of this hits your firm at the worst possible time—usually right before a quarterly review period or compliance deadline.
- You Could Be Out of Compliance
Firms governed by SEC, FINRA, or state-level fiduciary regulations must maintain secure, updated systems. Unsupported operating systems could expose you to audits, fines, and even legal claims if client data is compromised.
What Top Advisors Are Doing Now
Forward-thinking advisors in Salt Lake are using this forced upgrade as a chance to tighten operations:
- Audit existing machines for Windows 11 compatibility
- Retire old devices that drain time and performance
- Evaluate fintech tools for cross-compatibility
- Plan IT budgets before hardware costs spike
How to Make the Transition Seamless
Here’s how Qual IT helps financial advisors upgrade without disruption:
- Compatibility assessments
- Procurement of secure, compliant hardware
- Full system migration & backup support
- Staff training on new OS features
- Ongoing cybersecurity monitoring post-upgrade
We specialize in managed IT services tailored for Salt Lake City’s financial community. Whether you’re a solo RIA or a growing advisory team, we’ll help you make the transition clean, secure, and compliant.
Don’t Let a Tech Deadline Become a Business Crisis
Procrastinating will cost you more—in dollars, stress, and opportunity. Let us help you upgrade with confidence.
Click here to book a FREE Network Assessment
We’ll identify what needs replacing, what can stay, and how to build a transition plan that works for your firm.
