SharePoint for RIAs and Financial Advisors
Ensure complete protection, management, and control over access and sharing of sensitive client financial information in the cloud.
Do these problems sound familiar?
- We can’t find the most up-to-date documents.
- Documents go through too many stops within the workflow.
- There are too many emails that some of them get ignored.
- Moving a task along is a tedious, manual experience.
- We waste time moving from app to app just to get a task done.
- It’s hard to manage and keep track of so many documents, files, and messages.
How you will benefit:
Simplicity – With one platform that seamlessly integrates all your IT solutions, you’ll rest easy knowing IT is taken care of.
Strategic consulting – Leverage the insights of an IT partner that specializes in and knows the unique IT challenges facing RIAs and financial advisors.
Top-notch customer service and response times – Get fast support and great customer service, as opposed to being ignored or underserved because you don’t have hundreds of employees.
Your Managed IT and Cloud service plan includes:
Sensitive and regulated data protection
- Prevention of unauthorized file access
- Experience with wealth management apps and technology
- Granular permissions
Secure collaboration
- Seamless access without sacrificing control and security
- Preview and co-editing modes
Simplified compliance workflows
- Streamlined management of regulated data
- Configurations to ensure industry compliance
- Comprehensive audit logs to meet regulatory requirements
Client onboarding
- Automated document reviews and approvals
- eSignature capabilities
- Safeguarding features to allow external parties granular access to confidential information
Learn more about the different ways Sharepoint can make a difference in your RIA practice
- Case Studies
- Case Studies
- Case Studies
Frequently asked questions
Why work with RIA WorkSpace
We understand how important it is to strike a balance between ensuring the accessibility of data for easy collaboration and securing it from data loss and online threats. That’s why we deploy SharePoint for RIAs and financial advisors, as this robust cloud-based solution from Microsoft is an excellent way to facilitate access to sensitive information without sacrificing control and protection.
Making the change to a true IT partner is easy
We tailor our services to your exact needs. Get in touch and let’s discuss how technology can better serve your business.
1
Discovery call
Tell us your technology goals and struggles in an initial conversation. We’ve been providing specialized technology solutions for RIAs and financial advisors since 2007. We understand your challenges and will answer your questions.
2
Strategic technology plan
We assess your current infrastructure and develop a roadmap to make it more efficient, reliable, and secure. You can hire us to execute this plan or implement it on your own.
3
Onboarding and progress
We have an efficient and proven transition process. Your new dedicated IT team will start implementing changes on a priority basis with immediate benefits and minimal disruption.