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. […]
Best Cloud Storage for Businesses
Many businesses have grown to depend on and spend more on cloud infrastructure, especially cloud storage services. Cloud computing has grown a lot, and now cloud storage services offer more than just secure storage — productivity tools and integrations with other apps are also included. There are plenty of cloud storage options, and it can be tricky […]
What Is the Best CRM for Financial Advisors? Comparing Redtail and Tamarac
One of the chief needs of financial advisors and RIAs is to retain their existing clients and maintain a healthy and profitable relationship while expanding their client base. Plenty of customer relationship management (CRM) systems can help advisors keep track of and create custom communications with clients and prospects, automate their workflows, and get business insights. […]
What’s new with MS Excel 2021 for Windows?
Microsoft Excel is a powerhouse in data management and analysis. With each new release, it becomes even more powerful. The latest version, Excel 2021 for Windows, includes many new features and functions that will make your life easier. Here’s how to make the most of them. Features exclusive to Excel 2021 for Microsoft 365 The […]
The Importance of Information Security: It’s Time to Stop DIY
Think about what your company could accomplish with $4.24 million. That’s a lot of money regardless of whether you are a small firm, mid-sized business, or huge enterprise. And it’s also the average amount businesses lost in 2021 because of data breaches. Maybe you’re a company’s designated IT go-to trying to manage a patchwork of security solutions […]
Betting sites scams – SCAM OF THE MONTH
Jake wanted to place his bets during this year’s March Madness, so he took to the internet and started searching for betting providers. He found one website that was pretty good: they were newly established this year, but they offered 100% guaranteed returns. Jake signed up and placed his bets. The first go-around he was […]
Staying SEC-compliant with Microsoft’s email archiving
SEC compliance is a critical aspect of any RIA practice in the United States. Failing to adhere to these rules can result in fines or other harsher penalties, so it’s important for financial services companies to make sure their information system is capable of meeting such stringent requirements. One area of strict SEC scrutiny is […]
Is your RIA setting up a satellite office? Here are some IT tips you need to know
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 […]