The RIA WorkSpace Technology Business Review is a strategic IT assessment conducted by your dedicated Technical Account Manager. Scheduled 90 days after the kick-off meeting, this review provides an in-depth analysis of your technology stack, focusing on areas such as Cybersecurity, IT Compliance, and industry trends. After your initial Technology Business Review, we schedule an update semi-annually to ensure your technology strategy remains aligned with your business goals. This one-hour session equips you with a comprehensive understanding of your technology landscape. To view a sample, download the PDF below.
