IT Tech Stack Support for Registered Investment Advisors
- Secure, unified access with single sign on (SSO) and role based permissions
- Faster, more reliable connections to your critical applications
- Consistent user experience across devices and locations
- Compliance ready security built into every login and workflow
Simplify your stack with Microsoft 365
Many RIAs pay for third-party tools that duplicate what Microsoft 365 already offers.
Our team helps you get more value from Microsoft 365 by replacing or consolidating other platforms with built-in tools for:
Secure file sharing and version control (SharePoint, OneDrive)
Internal communication (Teams)
Task and project management (Planner, Loop)
Compliance and data retention policies
By leveraging Microsoft 365, your firm gains an integrated, compliant, and cost-effective technology environment.
Secure single sign-on (SSO) access to your tech stack
Your team shouldn’t have to juggle multiple logins to get work done. With secure single sign-on (SSO), your advisors and staff can access everything they need: email, CRM, portfolio systems, documents, and communication tools with one secure login.
SSO improves efficiency, enhances security, and helps meet SEC cybersecurity standards by ensuring each user only has access to what they need. We configure permissions and authentication through Microsoft 365 so your firm maintains full control over who can access sensitive data.
Eliminate common tech stack challenges
Every RIA faces a mix of overlapping tools, disconnected systems, and access risks. We help uncover and resolve the issues that keep your technology from performing at its best:
Centralized access
Provide one-click access to all your firm’s web-based apps through single sign-on (SSO) and a secure Microsoft dashboard.
Duplicate or outdated tools
Consolidate software and standardize on Microsoft 365 where it makes sense.
Access sprawl
Manage permissions with SSO and role based controls so staff see only what they need.
Legacy file systems
Move scattered shares into structured SharePoint and OneDrive environments.
Shadow IT
Identify unapproved apps and replace them with secure, supported options.
RIA WorkSpace works with the tools that matter most to financial management firms
Frequently Asked Questions about RIA Tech Stacks
We evaluate your systems, identify overlaps, and improve how your applications connect and share data securely.
Absolutely. We configure your tech stack and Microsoft environment to align with SEC cybersecurity and recordkeeping standards.
Yes. Many RIAs use third-party tools for file storage, collaboration, or compliance when Microsoft 365 already provides those capabilities securely.
Our team is familiar with the common RIA platforms such as Redtail, Orion, Tamarac, eMoney, and others. Our team helps troubleshoot connectivity, user access, and ensuring your key applications run smoothly and securely within your Microsoft 365 environment.
No. We work with the tools and platforms your firm already uses. Whether you rely on Redtail, Wealthbox, Orion, or other RIA specific applications, we’ll secure them using SSO within your Microsoft environment so everything works together seamlessly.
Getting your tech stack right doesn’t have to be complicated.
Learn more about best practices for RIAs and financial advisors.
Strengthen access and performance across your firm
Your tech stack should make your RIA more efficient - not more complicated. We help you connect, protect, and modernize the systems your business relies on, all on a secure Microsoft 365 foundation.