Blog

Is your RIA setting up a satellite office? Here are some IT tips you need to know

March 31st, 2021

Remote working is a rising trend in the US RIA industry today. Many financial services and investment management companies are growing or expanding their operations or staff are permanently looking to work from home. Satellite offices are becoming more common, as many businesses have learned that remote and hybrid-office arrangements are productive, cost-effective, and support their growth plans.

Comparing Microsoft Azure and Amazon WorkSpaces for RIAs

March 26th, 2021

RIAs benefit greatly from a reliable cloud infrastructure. It gives your RIA the flexibility and security you need to be successful and compliant. Microsoft has long been the industry standard - and for good reason. Azure is packed with features and security that RIAs demand.

Real-time collaboration with Microsoft 365

March 22nd, 2021

In the RIA industry, effective team collaboration dictates success. Teams that work well together are more productive and profitable than lone wolves and fragmented squads. Working with tools that facilitate effective collaboration help maintain high levels of work quality and customer service, which helps RIAs become the sought-after investment advisors they aim to be.

IM archiving and compliance tips for RIAs

February 17th, 2021

Today’s RIAs are always on the go, so they rely more than ever on the convenience of chat apps to stay in touch with clients and colleagues. This is critical because sometimes responding in a timely manner spells the difference between investment success and failure.

Biometrics authentication for data security at your RIA

January 29th, 2021

Data loss is a bigger concern than ever nowadays, as cyberattackers are getting creative with their breaches and exploits. So it’s a smart choice to add layers of security — such as biometrics authentication — to make your data as difficult as possible to steal.

A Look at Microsoft Office Delve

January 29th, 2021

Many small- and medium-sized RIAs have started using Microsoft 365 to enhance their processes and productivity. This means the amount of data created by Microsoft 365 is growing, posing some challenges in tracking connections and information. This is where the Office Delve feature comes in handy.

Should your RIA migrate away from Dropbox?

January 25th, 2021

Dropbox is a popular file hosting service for personal users, but as with any freemium cloud service, it has also become a popular storage option for businesses. However, as threats of ransomware and other cyberattacks come to dominate the news, many Dropbox users have begun to wonder whether it’s truly a safe and reliable choice.

Microsoft Data Loss Prevention tools for RIAs

January 25th, 2021

Microsoft provides a host of productivity and data management solutions for RIAs. So it comes as no surprise that the tech giant also offers ways to protect its enterprise users from data loss. Microsoft Data Loss Prevention (DLP) is one prime example.

If you don’t know the term Data Loss Prevention - that’s ok.

Which is the best password manager for an RIA?

January 8th, 2021

RIAs deal with highly sensitive information. This means that every measure must be taken to ensure that sensitive data is never stolen, lost, or leaked, including creating passwords for the various accounts RIAs use. However, creating, remembering, and managing complex passwords for every app you use is not the funnest thing we do every day.