Eliminate your IT headaches with specialized IT solutions for your RIA

Find out what enterprise-class security, a seamless platform, strategic IT consulting, and fast support could do for your RIA

Eliminate IT Headaches

Maximize Security

Improve Employee Productivity

Have you been frustrated
with IT providers who:

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Why work with RIA WorkSpace

We understand the RIA niche. Our competition does not.

Security, productivity, and IT compliance are paramount for your RIA regardless of its size. With significant sums at stake, your time is highly valuable and downtime is unacceptable. That’s why each of our clients is assigned a dedicated team of financial-industry IT experts, working as a trusted partner who prioritizes your needs.

Since 2007, small- and mid-sized RIA and financial advisory firms have trusted RIA WorkSpace with their enterprise-class security, cloud, and managed IT solutions. With RIA WorkSpace, you get the RIA WorkSpace Platform powered by Microsoft, designed specifically for wealth management. Improve the reliability, performance, and security of your IT systems and boost your productivity.

Access to a team of friendly IT professionals specialized in technology solutions for wealth management

A cloud platform powered by Microsoft built specifically for RIA productivity and security

24/7 monitoring and unlimited support

Solutions customized to your RIA or financial advisory firm no matter its size

Our Managed IT and Cloud Platform powered by Microsoft
includes custom configurations for the specific needs of financial advisors.

Managed IT Services

Cloud Services


Business Continuity

IT Compliance

Making the change to a
true IT partner is easy

We tailor our services to your exact needs.
Get in touch and let’s discuss how technology can better serve your business.


Discovery call

Tell us your technology goals and struggles in an initial conversation. We’ve been providing specialized technology solutions for RIAs and financial advisors since 2007. We understand your challenges and will answer your questions.


Strategic technology plan

We assess your current infrastructure and develop a roadmap to make it more efficient, reliable, and secure. You can hire us to execute this plan or implement it on your own.


Onboarding and progress

We have an efficient and proven transition process. Your new dedicated IT team will start implementing changes on a priority basis with immediate benefits and minimal disruption.

See what our clients have to say