RIA WorkSpace vs. Local IT Providers: A Clear Comparison for Advisory Firms
Your technology supports every part of your business—client communication, portfolio management tools, SEC compliance, cybersecurity, and the daily productivity of your team. Yet many RIA firms still rely on a general or local IT provider whose tools, processes, and expertise were built to support “typical” small businesses rather than highly regulated wealth-management firms. That broader […]
Are You Starting a New RIA? What’s the Best Tech Stack for a Five-Person Team? RIA Tech Talk Episode #17
At a Glance: What RIAs Need to Know About Building the Right Tech Stack required to scale with confidence. A five-person RIA team needs secure, easy-to-use tools that support compliance, client communication, and growth without adding unnecessary complexity. Choosing the right tech stack before setup helps RIAs avoid costly fixes later while ensuring productivity and […]
How a 6-Person RIA Replaced an Unresponsive IT Provider and Modernized Its Technology
Download PDF Case Study Summary A six-person Registered Investment Advisor (RIA) became increasingly frustrated after its IT provider was acquired by a larger company. Service quality declined, support requests were delayed, and leadership felt their firm was no longer receiving the attention it needed. The firm also faced ongoing phishing concerns and continued to rely […]
What’s The Best CRM For Your RIA And Why with Special Guest Christopher Johnson – RIA Tech Talk Episode #16
In this episode of RIA Tech Talk, we welcome Christopher Johnson of TrigaByte Technologies to the show. He brings insights into CRM options for RIAs and answers some of our FAQs for each. Listen To The Audio Read The Transcript We cover some of the top CRMs used by RIAs including: Redtail Wealthbox Salesforce Tamarack […]