What’s new with MS Excel 2021 for Windows? Blog, Microsoft, Microsoft Office Microsoft Excel is a powerhouse in data management and analysis. With each… read more
Essential software for RIA and financial advisory firms Business, Microsoft Office, Productivity There are a number of software programs and services that registered investment… read more
Microsoft 365 updated pricing: What’s the best option for your RIA or financial advisory firm? • 5 mins read Blog, Microsoft Office, Office 5 mins read In August 2021, Microsoft announced a new pricing structure for its Microsoft… read more
Real-time collaboration with Microsoft 365 Microsoft Office In the RIA industry, effective team collaboration dictates success. Teams that work… read more
Migrating from AWS to Microsoft Azure: A guide for RIAs • 3 mins read Blog, Web & Cloud 3 mins read A reliable cloud platform is essential to the success of any modern… read more
Social quizzes scams – SCAM OF THE MONTH Blog Peter practically lives on Social Media. It’s so convenient to stay connected… read more
How to Protect Client Data Blog Protecting client data is critical to your customer and supplier trust and… read more
RIA IT Compliance Requirements Checklist Blog Financial services are among the most heavily regulated industries, with plenty of… read more
Up your schedule management game by using Microsoft 365’s Bookings feature Blog Are you struggling to keep track of your tasks and events? Microsoft… read more
Is it beneficial for employers to track employees’ online activities? Blog The COVID-19 pandemic pushed many businesses to embrace a work from home… read more
How 5G can improve your VoIP system Blog The fifth generation of mobile networks, or 5G, is poised to revolutionize… read more
RIA Cybersecurity Checklist: 29 Priorities to Secure Your Firm • 4 mins read Blog 4 mins read Cybersecurity is more important than ever for RIA and financial advisory firms…. read more
How To Choose the Right IT Vendor in Five Steps Blog Finding the fit for your RIA Choosing the right IT vendor sounds… read more
Managed IT Services – Eliminating technology pains for RIAs • 1 mins read Whitepaper 1 mins read Staying on top of and implement new technology is a challenge. Many… read more
M365 Email Security for RIAs • 2 mins read Whitepaper 2 mins read EMAIL SECURITY CHECKLIST FOR RIAS REVEALS … 8 Security Protections Your RIA… read more
10 myths about moving your RIA to the cloud • 6 mins read Whitepaper 6 mins read Free eGuide 10 myths about moving your RIA to the cloud DOWNLOAD… read more
Keeping RIAs Safe: Combating cybercrime on an SMB budget • 3 mins read Whitepaper 3 mins read When security breaches happen on a large scale to big businesses, it… read more
What attacks aren’t you seeing? • 9 mins read Whitepaper 9 mins read What attacks aren’t you seeing? What attacks aren’t you seeing? Why your… read more
The RIA’s Guide to IT Support Services and Fees • 9 mins read Whitepaper 9 mins read The RIA’s Guide to IT Support Services and FeesIT security game If… read more
Hacker Proof • 1 mins read Whitepaper 1 mins read Excerpt How many passwords do you have? If you’re like most people,… read more
Outsourcing • 1 mins read Whitepaper 1 mins read Excerpt Many small and mid-sized RIA firms don’t have the resources to… read more
BYOD Policy • 9 mins read Whitepaper 9 mins read What’s Inside The purpose of this document is to give a framework… read more
PODCAST: What’s Your RIA’s Cloud Security Score? Podcast It doesn’t have to be difficult to get a cyber security assessment… read more
Why it’s time for your RIA to step up your IT security game Podcast How off-the-shelf IT services and support leaves your critical data and IT… read more
Top 5 IT Security Features Your RIA Isn’t Using But are Part of Your Microsoft Subscription Podcast Your RIA might not have hundreds of employees, but you manage millions… read more
How to Work Remotely So You’re Productive and Secure Podcast Dear Colleague, Today you face unique and unprecedented challenges. COVID-19 has probably… read more
HOW TECHNOLOGY MADE IT EASIER TO WORK FROM HOME Podcast Dee Dee Silverstein shares the story of SF Investments’ transition to a… read more
How to Bookmark Important Content in Microsoft Teams Chats Video How to Bookmark Important Content in Microsoft Teams Chats… read more
Microsoft Office 365 encryption for RIAs Video How to send an encrypted email. Opening an encrypted email. If you’re using… read more
RIA Firm Goes from Managing Their IT Vendor to a Vendor Managing Their IT Case Studies Download as a PDF A New Jersey-based RIA firm made the decision… read more
RIA Case Study: Not all clouds are created equal • 12 mins read Case Studies 12 mins read Technology shouldn’t limit the success or growth of a business. That’s what… read more