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How CMG Capital Management Group Modernized Operations with XTIUM

Reliability, security, and responsiveness in one partner.

CMG Capital Management Group moved from a clunky remote desktop setup to a modern, integrated environment that supports collaboration, protects sensitive data, and simplifies support.

Industry

Financial services (Registered Investment Advisor)

Challenge

Legacy remote desktop, outages, and file collaboration bottlenecks

Result

Cloud-first workflows, secure access, and single-partner support

Key Product

XTIUM DaaS, Microsoft 365, UCaaS, and co-managed IT

Value

Efficiency, security, and peace of mind with one accountable partner

"One ticket" support

Single point of contact for issues and changes.

Co-editing in real time

Teams and Excel collaboration replaced version sprawl.

9-person firm, fully supported

Sales, client service, and operations work from a unified stack.
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A Partner Who Makes IT Simple

“Having everything under one umbrella with XTIUM means if there’s a problem, it’s just one ticket. No juggling vendors. That’s a major efficiency.”

Adam Agosti, Director of Operations and Trading, CMG Capital Management Group

Built for Trust:
Who CMG Is and What They Needed

CMG Capital Management Group serves high-net-worth individuals and financial professionals with a focus on retaining wealth and delivering steady outcomes. The firm runs lean with a nine-person team across sales, client relations, and operations, which makes dependable technology essential.

As the business grew, its legacy remote desktop environment began to show cracks. Sessions dropped, files were locked in single-user workflows, and the team spent too much time emailing versions. For a financial services firm that handles sensitive client information, efficiency and control are not optional.

The turning point came when CMG recognized that outdated systems were blocking collaboration and wasting time. The firm needed a secure, modern approach that would support the entire team without adding complexity or new vendors to manage.

 

Why XTIUM:
One Partner, Many Wins

CMG had worked with XTIUM through multiple phases of the business and saw an opportunity to consolidate technology under a single, trusted partner. That decision centered on three priorities that guide every financial services operation: security, efficiency, and cost.

XTIUM stood out for practical reasons that matter in day-to-day work. The team responds quickly, eliminates vendor juggling, and understands how to align tools like Microsoft 365 and telephony with real workflows. Co-managed IT support gave CMG control where it wanted it and expert help where it mattered most.

CMG expanded the relationship to include Desktop as a Service, Microsoft 365 migration, Teams phone capabilities, and ongoing co-managed support. The result is a clear path forward that reduces friction and keeps the business moving.

“The old RDS system was clunky, it would cut out all the time. It was running on legacy servers that were old and not updated.”

 

Adam Agosti,
Director of Operations and Trading, CMG Capital Management Group

Implementation
A Practical, Planned Rollout

  • XTIUM migrated CMG from an aging Microsoft server to Microsoft 365.
  • Teams became the hub for communication and file sharing.
  • The DaaS environment was modernized to improve stability and access.
  • UCaaS and telephony were aligned with day-to-day workflows.
  • Co-managed IT gave CMG visibility and control alongside expert support.

From Legacy Habits to Confident Adoption

XTIUM guided CMG through the human side of change, from replacing version sprawl with co-editing to using Teams for everyday communication. Training and patient collaboration helped the team adopt new habits that stick.

“Rolling out Microsoft 365 with XTIUM as a partner has made us vastly more efficient. Co-editing and Teams let us build workflows we never had before.”

 

Adam Agosti,
Director of Operations and Trading, CMG Capital Management Group

THE RESULTS

A Reliable, Future-Ready Foundation

  • Collaboration moved from email attachments to live, shared workspaces.
  • Sensitive files are secured while remaining accessible to the right people.
  • One partner handles DaaS, Microsoft 365, phones, and co-managed IT.
  • Support is simpler and faster with a single ticket and a team that follows through.
  • Leaders gained confidence to focus on the business rather than firefighting IT.
“Our focus comes down to three things: security, efficiency, and cost. XTIUM helps us balance all three.”
Adam Agosti
Director of Operations and Trading, CMG Capital Management Group
“The wins have been personal. XTIUM’s team has been awesome, patient, and honest, helping me learn what I did not know and making me more efficient.”
Adam Agosti
Director of Operations and Trading, CMG Capital Management Group
“I do more inside of XTIUM with my tech than I ever thought I would, and the team helped me learn Azure and the policies and tools I needed.”
Adam Agosti
Director of Operations and Trading, CMG Capital Management Group
“My advice would be to use the resources as much as possible of the people that XTIUM has working for you.”
Adam Agosti
Director of Operations and Trading, CMG Capital Management Group

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