Before We Talk
What to Expect
1
Discovery Phone Call
We discuss your challenges and concerns
2
Strategic Technology Plan
We provide you with an IT roadmap. You can implement this on your own or you can hire us to execute this plan
3
Onboarding
If you decide to work with us, we have an efficient and proven process to start working together
Why Work with RIA WorkSpace
We provide a cloud platform built specifically for RIA firms
We provide IT support and services to the financial services community
We offer unlimited support and 24/7 monitoring
Our team is friendly, knowledgeable and has financial services experience
We customize solutions for your RIA firm no matter the size
We focus on providing the best customer experience in the industry!
We make the job of running and securing your firm easier!
You have access to a complete team of IT professionals at a fraction of the cost!
See what our clients have to say
The best technology investment we ever made was bringing in an IT Partner dedicated to the needs of a regulated investment firm. Chicago-based RIA Workspace has been a phenomenal partner for us. The firm built out a full custom Microsoft Cloud environment ensuring we get the most out of all the different software we use, and collaborates with our outside counsel to implement, test, and document a first-class cyber security program across all our hardware and software.
What I like best is your knowledge and response level. The biggest benefit for us is that we feel you actually understand our issues and are responsive. We don’t ever feel as if we have asked a dumb question.
Excellent tech people, very responsive, very knowledgeable. Quick response time. Multiple tech people available if needed for specific tasks. Very friendly and knowledgeable.
Everyone is really helpful and has gotten to know us well. Each time something breaks, or isn't working ... you fix it in no time flat. The biggest benefit for us is not having to hire someone in our office when we don't need someone every single day.
Are you ready to work with a highly responsive IT services company that you can trust?
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