Securing your RIA’s cloud apps

Are you aware of all the devices, apps, and other technology your staff use for work? From personal smartphones to social media apps and productivity software to mail services and personal cloud storage, it’s possible that the employees at your RIA firm are using devices, software, and services without the knowledge of management or your […]

Protecting your data when a RIA departs the company

When employees leave, they are required to return all the company-issued items in their possession. These include all the data they had access to in the course of their tenure. This is especially important in the finance industry, as RIAs handle sensitive personal and financial data for their clients. But not only should your organization […]

Comparing Microsoft Azure and Amazon WorkSpaces for RIAs

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. However, Amazon WorkSpaces has emerged as an option to be […]

Real-time collaboration with Microsoft 365

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. This […]