FAQs on upgrading to Windows 11 for RIAs

FAQs on upgrading to Windows 11 for RIAs

Is your registered investment advisory (RIA) firm considering upgrading to Windows 11? If so, you’re likely wondering about the potential implications. What new features will you have access to? How long will the upgrade take? What will happen to your files and applications?

Below, we answer these and other most frequently asked questions about upgrading to Windows 11 for RIAs.

What are the benefits of upgrading to Windows 11?

Upgrading to Windows 11 will provide your RIA or financial advisor firm with access to many new features and capabilities. You’ll benefit from faster performance, improved security and data protection, and a more intuitive user experience. The new operating system also supports the latest cloud and mobile technologies, making your operations more flexible and agile.

You can learn more about the benefits of upgrading to Windows 11 here.

Is the Windows 11 upgrade free?

If you’re currently using Windows 10, then upgrading to Windows 11 is free. But if you’re using an older version of Windows, you’ll need to purchase a license to upgrade.

Take note that downloading the upgrade over metered connections may incur additional ISP fees.

What will happen to my files when I upgrade to Windows 11?

By default, your files will be preserved during the upgrade to Windows 11. However, it’s always a good idea to back up your data before making any major changes to your system. If you already have a backup solution, make sure it’s up to date before proceeding with the upgrade.

Will my existing software and accessories work with Windows 11?

Most Windows 10-compatible software and accessories should work with Windows 11. But if you have any older programs or drivers that require special compatibility settings, you may need to configure them. It’s best to check with your software publisher or accessory manufacturer to confirm that they are compatible with the latest Windows version.

Related reading: What should your RIA’s tech stack include?

What are the minimum system requirements for Windows 11?

The minimum hardware and software requirements for Windows 11 are listed here. Keep in mind that, depending on the applications and services you plan to use, your system may require more RAM or disk space than what is indicated in the list of minimum requirements.

How will I know if my computer is ready for the Windows 11 upgrade?

You can download and use the PC Health Check app to find out if your computer can be upgraded to Windows 11.

How long will the Windows 11 upgrade take?

Upgrading to Windows 11 can take anywhere from a few minutes to several hours, depending on your internet speed. However, you can continue to use your computer while you’re downloading the upgrade and simply choose to schedule the installation for a time when you’re not using your computer.

How should I prepare for the Windows 11 upgrade?

Before you begin the upgrade process, we recommend taking a few precautionary steps. First, back up your data to ensure that all of your important files and applications are safe in case of any unexpected issues. Then, confirm that all of your existing programs and drivers are compatible with Windows 11. Finally, review the minimum system requirements for Windows 11 to make sure your computer can handle the upgrade.

You can refer to this Microsoft support page for more information on preparing for Windows 11.

Why am I getting a “What needs your attention” message when trying to upgrade?

This message may appear if your computer does not meet the minimum system requirements for Windows 11. In this case, you may either continue with the upgrade and accept that certain features or programs may not work properly or choose to cancel the installation and keep your current version of Windows.

Can I revert to Windows 10 after upgrading to Windows 11?

If you’re not satisfied with Windows 11, you can revert back to Windows 10 within 10 days of the upgrade while keeping the files and data stored on your computer. However, past the 10-day period, you will need to back up your data and reinstall Windows 10 from scratch.

If you’re not sure how to go about upgrading your computers to Windows 11, it’s best to leave the job to a reliable IT provider. Attempting the upgrade yourself can be risky and lead to data loss or other serious technical issues if not done properly. Additionally, any damage caused by incorrect installation or configuration of the operating system may void the warranty of your device. For these reasons, it’s best to get help from a professional if you’re considering upgrading.

If you have any more questions about upgrading your RIA firm’s computers to Windows 11, feel free to reach out to our specialists at RIA WorkSpace for assistance. We can provide more detailed guidance on the process and address any other IT concerns you may have.