Your RIA might not have hundreds of employees, but you manage millions of dollars in assets for your clients. Its not good enough to have the kind of IT a typical business with 5, 10, or 25 employees has. RIAs like you need enterprise level security and IT systems to protect your clients and your business. The good news is, the “enterprise level” systems that used to only be accessible to bigger companies with big budgets are now also available to smaller firms like yours.
In this podcast, we discuss 5 of the IT security features that RIAs aren’t using – usually because they don’t know about them. Or, their IT services provider isn’t aware of the unique security demands of an RIA and hasn’t enabled them.
We don’t go into the technical details in this podcast. This is for a partner or office manager who wants to understand what they can do today to maximize their Microsoft subscription and improve the IT security at their RIA.