Discover The Top 5 Overlooked SharePoint & OneDrive Features for Your RIA. RIA Tech Talk Episode #5
In this episode, Todd and David focus on SharePoint and OneDrive, addressing features that are often overlooked by RIAs. Implementing these features can enhance productivity, strengthen security, and save costs by leveraging more of what your Microsoft subscription includes. Listen To The Audio Read The Transcript These are some of the key points covered in […]
5 Reasons why you shouldn’t jailbreak your iPad
While many iPad users enjoy their devices as standard, there are those who want non-App Store apps and modifications to their devices outside what Apple intended. In order to make these modifications, these people jailbreak their iPads. This article delves into jailbreaking and the five reasons why you shouldn’t. What is iPad jailbreaking? iPad jailbreaking, […]
Catfish scams – SCAM OF THE MONTH
Nadine was scrolling through social media when a message appeared from a man named Mark. He said he was impressed with her art. Nadine thanked him. Mark’s account didn’t have many followers or pictures, but she was pulled in by his kind message and his model-like looks. They talked for weeks and eventually Nadine asked […]
Microsoft vs. Google vs. Amazon: What’s The Best Platform For Your RIA? RIA Tech Talk Episode #4
Welcome to the RIA Tech Talk podcast! In this episode, we delve into the tech giants—Microsoft, Google, Amazon, and Apple—and discuss which platform is the best fit for your RIA. We break down the pros and cons, focusing on real-world experiences and expertise, especially tailored for RIAs with 5 to 25 employees. Listen To The […]
The End of Virtual Desktops for RIAs. RIA Tech Talk Episode #3
In this episode of RIA Tech Talk, hosts Todd Darroca and David Kakish unravel the world of virtual desktops, exploring why this once-popular technology is becoming obsolete for RIAs. They delve into the challenges faced by RIAs using virtual desktop infrastructure, shedding light on video and audio latency, security concerns, and the pitfalls of doubling […]
Your Onboarding Team
Moving to a new managed IT services provider shouldn’t be a long, painful process RIA WorkSpace has dedicated professionals focused on onboarding you as a new client. You will be assigned a primary onboarding engineer who will be your primary point of contact during the onboarding process. They will hold your hand from A to […]
RIA WorkSpace Ends this RIA’s Quest for the Right IT Partner
Download PDF Case Study “I don’t want to think about IT.” That’s how this RIA defined a successful partnership with an IT services provider. Having worked with 2 different IT companies in 3 years before speaking with RIA WorkSpace, this RIA had some concerns about finding the right partner for their IT. As an RIA […]
From Frustration to Freedom: RIA WorkSpace’s Proactive IT Solutions for a Growing RIA
Download PDF Case Study This RIA has 13 employees across multiple locations and a growing number of remote workers. The Director of Operations found herself overwhelmed with troubleshooting the IT needs of the firm and managing their IT provider. *Company name withheld for confidentiality. Before: Problems with their previous MSP This RIA was working with […]
Remote vs. Onsite IT Support: Making the Right Choice for Your RIA
Reliable IT support is a necessity for RIAs and financial advisors. When it comes to finding a service provider you have countless options – from a business in your city to a business across the country. Does location matter? Here are a few things to consider. 1. Is on-site support needed for most RIAs? In […]