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Co-Managed IT Services

Co-Managed IT Services for Your In-House Team

Extra helpdesk capacity, 24/7 security monitoring and senior engineering for investment firms in New Jersey and New York, working alongside the IT staff you already have.

What is co-managed IT?

Co-managed IT is a partnership in which Triada Networks works alongside your in-house IT staff. Your team keeps ownership of day-to-day decisions, while we add helpdesk capacity, after-hours coverage, 24/7 security monitoring, senior engineering for projects, and vCIO/vCISO guidance on compliance and planning.

It suits investment firms with an IT lead or small internal team that need more depth. If you have no internal IT staff, see fully managed IT. We support firms from our office in Bergen County, New Jersey, and across New York City.

Last reviewed: October 2026

How Co-Managed IT Works With Your Team

Co-managed IT works when everyone knows who does what. We set that up from the start and adjust it as your firm changes.

  1. Step 1: Audit your environment

    We start with an onboarding technology audit to uncover IT vulnerabilities and understand how your environment and your team work today.

  2. Step 2: Agree on the split

    Together with your IT lead, we document who handles each type of request, how issues escalate and who holds administrative access. You decide which tasks your staff keep and which Triada takes on. See our Services Guide and Customer Responsibilities.

  3. Step 3: Support built around your team

    Our helpdesk support plan is customized to your in-house staff’s expertise. When your team or another provider makes a decision that differs from our recommendation, we follow their decision and flag it to you, so accountability stays clear.

  4. Step 4: Review every quarter

    Your vCIO/vCISO leads quarterly technology business reviews and an annual budget review, so the plan keeps up with your firm’s growth and regulatory obligations.

Check the Questions Below

  • Is your business growing too fast?

  • Are your regulatory compliances taking up too much time?

  • Does your infrastructure need updates?

  • Or do you just need more day-to-day support?

If so, you need our Co-Managed IT Services plan

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What You Can Hand Off to Triada

Every co-managed engagement is shaped around your team. These are the areas firms most often hand off to Triada.

  • Helpdesk capacity and after-hours coverage

    A helpdesk support plan built around your staff’s expertise, plus software training on common applications. Your plan can include 24x7 helpdesk coverage for evenings, weekends and vacations.

  • Security operations

    24/7 monitoring through our Security Operations Center, endpoint protection with application allow-listing, email filtering, patching, and security awareness training with phishing tests.

  • Senior engineering for projects

    Senior engineers for the projects your team doesn’t have time for, from infrastructure upgrades to cloud services management.

  • Compliance and strategic leadership

    vCIO/vCISO guidance on compliance and planning: policy creation, documentation, SEC exam readiness and support with investor due diligence questionnaires.

Why Investment Firms Add a Co-Managed IT Partner

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Many hedge funds, private equity firms and wealth managers have an IT lead or a small internal team. They know the firm’s systems well, but a small team can’t be a helpdesk, a security operations center, a project engineer and a compliance resource at the same time, especially while the firm is growing.

Regulatory and investor expectations keep rising. Under the amended SEC Regulation S-P, firms now need a working incident response program, a 30-day customer notification process and formal oversight of the vendors that handle client data. Allocators and LPs ask about the same controls in cybersecurity due diligence questionnaires, which often run to 150 questions or more, and an internal team of one or two people rarely has time to maintain all of it.

Customer notification window
30 days
to notify affected customers under amended Regulation S-P
Investor due diligence questionnaires
150+
questions in a typical investor cybersecurity questionnaire

A co-managed partner adds that depth without replacing your team. Your IT staff keep ownership of day-to-day decisions; we add the security operations, documentation and compliance support that examiners and investors expect to see.

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Co-Managed vs. Fully Managed IT

Co-Managed IT Fully Managed IT
Who runs day-to-day IT Your internal IT staff, supported by TriadaTriada is your IT department
Best for Firms with an IT lead or a small internal teamFirms without in-house IT staff
Helpdesk Added capacity and after-hours coverageUnlimited helpdesk and server support
Security monitoring 24x7x36524x7x365
vCIO/vCISO leadership IncludedIncluded

No internal IT team? See our fully managed IT services.

Our plan centers on running three core systems areas

Strategic Technology Management

Gain ongoing visibility and clarity into your IT systems and processes so you can make the best technology decisions for your company’s needs and spend.

  • Ongoing vCIO/vCISO Leadership Virtual Chief Information Officer and Chief Information Security Officer leadership, management and consulting

  • Onboarding tech audit to uncover IT vulnerabilities and develop a plan to address them

  • Regular reporting

    • Monthly reports
    • Quarterly technology business assessments and reviews
    • Annual budget review to reduce configuration creep and to identify any emerging issues

  • Policy creation and management

    • Confirm compliance with industry regulations
    • Combat security threats and manage risks
    • Ensure efficient, effective, and consistent operations

  • Documentation of IT infrastructure to manage projects, track operational tasks and respond quickly during an emergency

  • Management of additional vendors including software/hardware, internet service, website maintenance, line of business (LOB) and phone system.

Cybersecurity Monitoring and Data Protection

Remain secure even as the cyber threat landscape evolves, by having the proper protections in place.

  • Security Monitoring

    • Track and install updates on desktops and servers
    • Dark web password and breach monitoring
    • Event log management to analyze, investigate and address vulnerabilities
    • Ransom/Compliance Warranty

  • Endpoint Security

    • Endpoint Protection using Artificial Intelligence/Machine Learning
    • Application Allow Listing to Prevent unknown applications from launching and causing problems
    • Identify Ransomware before it affects your business using “canary” documents
    • Manage endpoint devices for best protection

  • Network Security

    • Advanced email filtering and encryption
    • Advanced distributed cloud firewall
    • Threat intelligence multi-factor authentication
    • Compliant email archiving

  • Data Protection

    • Cloud systems backup (Office 365)
    • Secure Password Management

  • Cybersecurity Training

    • End User security awareness training
    • Email Phishing testing

Infrastructure Readiness & Performance

Continue your business activities as usual while we keep your infrastructure in shape to enhance your performance.

  • Regular performance monitoring on all your hardware

  • Proactive maintenance to prevent costly down time

  • Automatic patch updates on IT systems

  • Backup and disaster recovery testing

  • Cloud services management

  • Hardware Upgrade Option*

Helpdesk Support that Boosts your in-house IT team

Our support staff collaborates with your internal IT folks to make sure all your IT needs are covered.

  • Customized helpdesk support plan based on your in-house IT staff’s expertise

  • Software training on common applications including beginning Excel, pivot tables, Word mail merge, how to use Teams, etc., which are accessible via your online Portal

Add-On Services*

Additional services to bolster your plan to meet your unique needs. *Costs not included in the standard plans.

Hardware Upgrade Option

Need Laptops?

Add a hardware upgrade option to your IT plan and you’ll receive new laptops for your team.

Unified Communication (VoIP) Phone Option

Need Phones?

Add VoIP to your IT plan and you’ll receive an affordable, portable and internet-based phone system that scales easily.

Professional seated in an armchair in a bright office

“I have always enjoyed interacting with Raffi because he has a deep understanding of many enterprise-related technologies. He can truly see the root of a problem, as opposed to just recommending a point solution. Raffi is good at providing explanations about complex things.”

Alessandro Piol,

Managing Partner ,
Alpha Prime Ventures

Triada Networks

Co-Managed IT Services in New Jersey and New York City

Triada Networks is based in Wyckoff, in Bergen County, New Jersey, and supports investment firms throughout New Jersey and in New York City, including Manhattan. Most issues are resolved remotely by our helpdesk, working alongside your staff. For hardware failures, network installations and other hands-on work, a Triada technician can come to your office if your plan includes on-site support. Emergency after-hours support is available.

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Headquarters
637 Wyckoff Ave, Suite 331
Wyckoff, NJ 07481 (Bergen County)
Service area
New Jersey and New York City, including Manhattan
How we support you
Remote first, with on-site visits where your plan includes them
After hours
Emergency support available

FAQ

Co-Managed IT Questions

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  • Co-managed IT is a partnership in which Triada works alongside your in-house IT staff. Your team keeps ownership of day-to-day decisions, while we add helpdesk capacity, after-hours coverage, 24/7 security monitoring, senior engineering for projects, and vCIO/vCISO guidance on compliance and planning.

  • It covers the same three areas as our fully managed plan, scaled around your team: strategic technology management with vCIO/vCISO leadership and quarterly reviews, cybersecurity monitoring and data protection, and infrastructure readiness and performance. You decide which tasks your staff keep and which Triada takes on.

  • Investment firms that have an IT lead or a small internal team but need more depth: firms growing quickly, facing heavier compliance work, planning infrastructure upgrades, or simply needing more day-to-day support than their team can provide.

  • We agree on the split during onboarding and document it, including who handles each type of request, escalation paths, and administrative access. Where your team or another provider makes a decision that differs from our recommendation, we follow their decision and flag it to you, as described in the Services Guide.

  • Yes, when your Statement of Work provides for it. Administrative credentials held by your staff come with specific responsibilities, set out in our Customer Responsibilities, so that changes and access stay accountable.

  • Yes. Security monitoring runs 24x7x365, and your plan can include 24x7 helpdesk coverage, so your firm stays supported when your internal staff are off or unavailable.

  • With co-managed IT, your internal staff remain in charge and Triada supports them. With fully managed IT, Triada is your IT department and owns day-to-day operations.

  • Yes. During onboarding we audit your current environment and document your IT infrastructure. When you want us to, we also manage your additional vendors, including software and hardware providers, internet service, website maintenance, line-of-business applications and phone systems.

  • Then fully managed IT is designed for your situation: Triada acts as your entire IT department, with unlimited helpdesk and server support for a predictable monthly fee. Contact us to talk through the change.

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Let’s take your financial services to a whole new level together.

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