amshot
visit site- $1,000+
- 10 - 49 employees
- Oklahoma City, OK
Client Insights
Industry Expertise
15%
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5%
Client Size Distribution
Small Business (<$10M) 80%
Midmarket ($10M - $1B) 20%
Common Project Size
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Clients
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Highlights from Recent Projects
Amshot was hired by Castlepoint Wealth Advisors, an independent registered investment advisory firm, to manage and secure their IT services. Amshot's main objective was to ensure smooth and secure operation of the firm's technology. Their responsibilities included managing the firm's IT systems, handling software updates, and providing cybersecurity services. Amshot's proactive approach led to continuous improvements in the system, ensuring compliance standards, and exploring new ways to leverage the current systems. They also aided in starting new projects from scratch and offered assistance in integrating new technology purchases.
The partnership with Amshot was based on a combination of several factors. These included high ratings, a close geographic location, budget-friendly pricing, cultural compatibility, value for money, and company values that were in alignment with those of Castlepoint Wealth Advisors. Their team of 6-10 primary contacts provided consistent communication and updates, effectively responding to and troubleshooting any issues that arose. This engagement, which began in January 2025, is ongoing.
The engagement with Amshot has delivered satisfactory results, reflected in their continuous updates, effective communication, and swift responsiveness to any arising issues. They've played a significant role not only in troubleshooting, but also in actively seeking opportunities to enhance the firm's existing systems. The ongoing collaboration suggests a successful and rewarding relationship, characterized by problem-solving prowess and value-added services.