Easy ways for RIAs to purchase Microsoft 365 Copilot
Are you ready to unlock the power of artificial intelligence (AI) for your RIA? Microsoft 365 Copilot can help you increase productivity, reduce costs, and gain a competitive edge. With three new flexible purchasing options, it’s easier than ever to bring Copilot into your RIA and start experiencing the benefits of AI. What is Microsoft 365 […]
Integration Checklist for Your IT Provider: Optimizing Your RIA’s CRM and Email Setup with Redtail and Microsoft 365
This checklist builds on the best practices shared in our blog, Optimizing Your RIA’s CRM and Email Integration: Best Practices with Redtail and Microsoft 365. Use it to support your integration process so you can maximize both platforms without security or compliance concerns. Step 1: Preparation ic_fluent_checkbox_unchecked_24_regularCreated with Sketch. Review your current email hosting setup […]
Optimizing Your RIA’s CRM and Email Integration: Best Practices with Redtail and Microsoft 365
Efficient client relationship management (CRM) and secure email hosting are crucial for Registered Investment Advisors (RIAs). Properly integrating Redtail CRM with Microsoft 365 can streamline operations, enhance security, and support your compliance efforts. Here are some best practices so your RIA can get these tools work seamlessly together. Understanding Redtail CRM and Email Hosting Redtail […]
Guide to Macs for RIAs: Everything You Need to Know
As a Registered Investment Advisor (RIA) or financial advisor, your choice of technology can have a significant impact on your productivity, security, and compliance. While PCs have long been the default option for many firms, more RIAs are asking: Can I run my business on Macs? The short answer: Yes, you can. Macs have come […]
Why managed IT is the perfect holiday gift for your business
The holiday season brings both opportunities and challenges for businesses, with increased customer demand often paired with the risk of IT disruptions. Managed IT services provide the support needed to navigate these scenarios, keeping your operations running smoothly during this critical time. Let’s explore the basics of managed IT, its importance during the holidays, and […]
Macs for Financial Advisors: Can They Meet Your RIA’s Needs? RIA Tech Talk Episode #19
In this episode of RIA Tech Talk, we tackle a question that’s been popping up more and more: Can an RIA run successfully on Macs? While many RIAs default to Windows for compatibility with financial software, there’s a growing interest in using Macs for their security features, user-friendly experience, and overall longevity. Listen To The […]
Why Owning Your IT Hardware Could Save Your RIA Money – RIA Tech Talk Episode #18
In this episode, Todd Darroca and David Kakish explore the often-overlooked financial benefits of owning your IT hardware. Understanding the difference between owning and renting IT hardware can significantly impact your bottom line. Join us as we break down the pros and cons, help you avoid common pitfalls, and provide you with actionable insights on […]
Choosing the Best CRM for Your RIA: Insights from Industry Experts
In a recent episode of the RIA Tech Talk podcast, hosts David and Todd sat down with Christopher Johnson, founder of TrigaByte Technologies, to explore the best Customer Relationship Management (CRM) systems for RIAs. With over 30 years of experience in financial services, Christopher offers invaluable insights into the different CRMs available, their features, and […]
Powering your business: The essential role of a quality UPS
Power outages are a constant threat for businesses of all sizes. Imagine the chaos that ensues when operations grind to a halt, computers crash, and valuable data is at risk. This nightmare scenario can be avoided with a simple yet crucial investment: a quality uninterruptible power supply (UPS). Let’s explore why a UPS is not […]