RIA Firm Goes from Managing Their IT Vendor to a Vendor Managing Their IT

Download as a PDF A New Jersey-based RIA firm made the decision to partner with RIA WorkSpace after struggling with their existing IT vendor.  This company, whose name is withheld for confidentiality, interviewed multiple vendors in their search for a replacement MSP but their decision to work with RIA WorkSpace came down to three main […]

Social quizzes scams – SCAM OF THE MONTH

Peter practically lives on Social Media. It’s so convenient to stay connected with friends and family, and he loves that he can easily access other websites by connecting to his social media account with the click of a button. In his free time, Peter enjoys the quizzes and community building activities that circle the platform. […]

How to Protect Client Data

Protecting client data is critical to your customer and supplier trust and loyalty, so it’s important to know how to protect that data. Running a company or owning a business means you deal with important information and customer data all the time — and it’s pivotal that you protect it.  If you have no steps […]

RIA IT Compliance Requirements Checklist

Financial services are among the most heavily regulated industries, with plenty of laws and policies to ensure everyone operates legally and fairly. Consequently, there are many procedures and guidelines to help financial service providers, including registered investment advisors (RIAs), stay in compliance with the law. The U.S. Securities and Exchange Commission (SEC) is the main […]

Up your schedule management game by using Microsoft 365’s Bookings feature

Are you struggling to keep track of your tasks and events? Microsoft 365’s new Bookings feature may be just what you need. With this feature, you can easily create and manage appointments for yourself or your team. Here is some key information on how to use the Bookings feature and some of its benefits. Visibility […]

Is it beneficial for employers to track employees’ online activities?

The COVID-19 pandemic pushed many businesses to embrace a work from home setup. However, one of the challenges managers faced was checking the productivity of each employee. Monitoring employees online is a good way of tracking the productivity of a remote workforce. Keep reading to learn more about employee monitoring. What is employee monitoring? Employee […]

How 5G can improve your VoIP system

The fifth generation of mobile networks, or 5G, is poised to revolutionize Voice over Internet Protocol (VoIP) for businesses. 5G improves call speeds, has greater capacity, and reduces latency, making VoIP calls clearer and more reliable than ever before. This will be a huge benefit for businesses that heavily rely on VoIP for communications. If you’re […]

How To Choose the Right IT Vendor in Five Steps

Finding the fit for your RIA Choosing the right IT vendor sounds like a daunting task. But by following five easy steps you will be able to engage the team that will assist you in all of your IT needs for years to come. You need to ensure that the team you select will be […]

Cybersecurity incidents – SCAM OF THE MONTH

Dennis started a new job at a local university. He received cybersecurity training as part of his onboarding, but he didn’t pay much attention. He’s received similar training in the past and knows all about strong passwords and what to look out for in a phishing email. Dennis’s third week of work was during finals. […]