What’s The Best Document Storage Solution For My RIA? RIA Tech Talk Episode #8

8

In this episode of RIA Tech Talk, What’s The Best Document Storage Solution For My RIA?
There are a lot of options for document storage and an online search will provide lots of reviews and recommendations. However, it’s important to consider the solution based on the specific needs of an RIA or financial advisor firm. An RIA is very different than a bank or a hospital, and review sites don’t really help when it comes to industry specfic requirements.

Document management solutions for RIAs can be categorized into four main groups. 

1. The Big Players

  • Microsoft, Google, and Citrix offer solutions like OneDrive, SharePoint, and Citrix ShareFile.
  • While SharePoint stands out as a winner for RIAs due to its enterprise-grade features and integration capabilities, others like OneDrive may not meet the specific needs of an RIA.

2. RIA Specialty Players

  • Redtail Imaging, NetDocuments, Laserfiche, and similar solutions have historically been popular in the RIA space.
  • However, there’s a noticeable trend of RIAs transitioning away from these specialty solutions towards more versatile platforms like SharePoint or Box.com.

3. Big Cloud Players

  • Dropbox, Box.com, and Egnyte are renowned for their user-friendly interfaces and robust collaboration features, making them attractive options for RIAs seeking seamless document management.

4. File Servers

  • Surprisingly, many RIAs still rely on traditional file servers or network-attached storage for document storage, despite the prevalence of web-based applications in other areas of their operations.

And the winner is

In our view, the best option for RIAs is Microsoft SharePoint. Don’t let old perceptions cloud your judgment; SharePoint has evolved into a powerhouse for document management. It integrates seamlessly with RIA CRMs and industry software, offers enterprise-grade security features, and facilitates real-time collaboration.

In conclusion, SharePoint ticks all the boxes for RIAs seeking an efficient, secure, and integrated document storage solution.

If you’re not using SharePoint yet, dive into our detailed guide on selecting the best document storage solution for your RIA and start exploring SharePoint’s capabilities today.

READ: What’s the best document storage for your RIA

If you’re currently on Microsoft OneDrive, discover why SharePoint might be the better choice for your RIA’s needs.

READ: Why your RIA should ditch OneDrive and use SharePoint instead

Listen To The Audio:
Read The Transcript:

Todd W. Darroca

Hello, hello, and welcome to the RIA Tech Talk podcast, brought to you by RIA Workspace. I’m Todd Darroca, and alongside me as always is Mr. David Kakish. Together we’re on a mission to simplify the complex world of technologies for RIAs just like yours. So in the podcast, we’ll be your tech guides breaking down those often confusing tech topics, and we’ll put them into plain practical terms for you. And so we hope you join us each week and each episode as we dive into the latest tech trends, we’ll share expert insights and help you navigate the ever-changing world of the RIA technology universe. So let’s get started. David, hello. Hello, hello, how are you?

David Kakish

I am fantastic, Todd. Yourself? Good?

Todd W. Darroca

I’m doing well. I’m doing well. And before we started today, I don’t know if most people who are listening to this, we’re at the end of this big Arctic blast, so I know David, you’re keeping warm as well as I am. So it’s a little nippy up there where you are. Is that correct?

David Kakish

Yeah, right here in Chicago. Our high today is 34, so it’s a heat wave.

Todd W. Darroca

Well, David, we’re going to talk today about document storage. So that’s the big topic for today. What is the best document storage solution for my RRA? And so David, obviously your team works with tons of RIAs every day, obviously. So what are you seeing out there right now when it comes to document storage?

David Kakish

Yeah, thanks. Yes, we’re going to talk a little bit about document storage specifically for your RIA. One of the big things that we see with a lot of the Gartner reviews and the third party reviews is they’re talking about document management, but they don’t really say, Hey, what’s the best document management solution for an RIA? So a bank is very different than an RIA hospital is very different than an RIA manufacturing company is very different than an RIA. So a lot of the third party reviews that go out there and they review Microsoft and Dropbox and Google and everybody else, they’re not necessarily saying, Hey, how do I as an RIA with five employees, 20 employees use that? And that’s really what we’re going to focus on today. I’m really interested in what’s the best document management solution for your RIA and for other RIAs that are in this vertical. And there’s one clear winner in my mind and they’re not paying me to do this, by the way, I should say that. We’ll

Todd W. Darroca

Hold the suspense for later.

David Kakish

We’ll keep this up. Quick disclaimer, I’m not getting paid to announce who the winner is, right? This is based on our experience, but also I also want to talk about a really interesting trend that I’m seeing here in the, there’s a shift that’s happening and it’s an interesting that I just want to share with the listener. But I guess, Hey Todd, just for fun, I know you’re not a financial advisor, but we talk about this. So when I ask you about a document storage solution, what comes to mind? It’s a fancy word for something else, but when I ask you that question, document storage, what comes to mind? I’m curious.

Todd W. Darroca

I mean, right off the top, it’s Google Drive, finding an iCloud drive, putting my storage there. But also I have an external hard drive, literally right next to me here in the studio. And I a lot do a lot of editing and stuff, so obviously I put it there. So that’s where I put a lot of scripts and other things in that. So I’ve got external and in cloud storage. So that’s what comes to my mind is, and also I think for me it’s how can I access the document quickly and fast, quicker and faster as I’m traveling? So that’s also how I look at document storage is where can I easily access it no matter what computer I’m on and where I’m at.

David Kakish

Yeah, yeah. And then for RIA is a real big one I’ll typically throw in is they’re always thinking about the security. If somebody leaves, how easy is it for ’em to take the files or some of the information and stuff like that. So security and then IT compliance, those are kind of things that pop up. So alright, so there’s four, I’ll jump right on in Todd, if that’s okay with you. There’s four.

Todd W. Darroca

Oh yeah, yeah, let’s go for it.

David Kakish

Alright, cool. And I get excited about this stuff, so I don’t want to get too excited that I get ahead of myself, but there’s

Todd W. Darroca

Four only for you. David would get this excited about that. It’s great though. We love it. Alright, let’s go for

David Kakish

It David. Yeah, yeah, it’s kind of funny, I get so excited about it. Even when I’m talking to potential new clients, I have to keep myself not get off on too many tangents, but I love the podcast. This gives me a venue to like, yeah, you know what? I want to talk some more because again, when I’m talking one-on-one with clients, I have to remain focused. But here we get off on a tangents and we have fun with it. Okay. Alright. Document storage solutions. They fall in four categories. The first category are the big players. Think Microsoft, Google, Citrix, that’s one category. The second category are the RIA specialty players such as Redtail Imaging, net documents, Laserfiche, the category number three or the third category is the big cloud players like box.com, Dropbox, ignite, that’s that. And then the fourth category. And Todd, you probably looked at the notes, but if I were to ask you what’s the fourth category without looking at the notes,

Todd W. Darroca

I haven’t looked that far ahead, I’ll tell you that. Oh, okay, okay, okay. So you’ve got the big ones, you’ve got the small niche ones and the big cloud players. What about iCloud stuff or would it be external? Well, no,

David Kakish

I would still classify Apple as the big player, right? Big players,

Todd W. Darroca

Yeah, about I guess onsite, onsite storage, like my external hard drive kind of stuff.

David Kakish

Yeah, exactly. Exactly. That’s a both category. Got it. So there’s still a good number of RIAs that still have a file server in the office or a network attached storage or shared drive. Different people will have different things for it. Everybody, it’s kind of funny, I’ll even say this outside of the cloud’s, like the big thing and this and that and stuff like that, and that’s cool, but outside of the RIAs, there’s still a ton of technology where there’s still a lot of on-premise servers, onsite servers and things like that. But in the RIA space, we don’t see that a lot, but there’s still that fourth category of people that still have a file server or a shared network attached storage or a shared drive, whatever, and it sits in their office. So those are the four broad categories.

Todd W. Darroca

Can I ask, David, is that when you see people who have them onsite, is that because of legacy where they just don’t want to change and they where it’s at, is it because of compliance issues with Starbucks or something else? Or is it just because, why do you see that? What’s the main reason why they have that

David Kakish

Onsite? Yeah, both Legacy is a big one. Compliance is a big one, and then for the longest time there’s this fear of, I put it on dropbox.com, it’s very easy for the outside world to get ahold of all that. You brought up something at the top of the call, which is really important. It’s like, Hey, how easy is it to access it when I’m driving? But sort of a follow up to that is how easy is it for somebody to access that and take it and potentially expose RRIA, how do we secure it? How do we lock it down? And it’s a balancing act. But yeah, and here’s the deal. I don’t want you or the listener to think that, Hey, listen, if you’ve got an onsite server or network attached, you’re behind the times. Everything serves a business just because something is, Eric on my team likes to say that, Hey look, we don’t play with our clients in the bleeding edge space because bleeding edge has a lot of bugs.

We play in the leading edge. So there’s a difference between the bleeding edge and the leading edge. And I’ve incorporated that a lot and with many of the big players, I usually don’t go with V one or V two, we wait until V three when they’ve sorted out all the bugs and stuff like that. So to be fair, it’s not like if somebody has got something in their office that they’re way behind the times, it’s just that it made sense and they kept it. And also for the people that want to maximize their investment, you bought a server, you want to leverage it, you want to use that. But yeah, so does that answer your question? Yeah,

Todd W. Darroca

No, that’s great. Thank you.

David Kakish

Cool. Alright, so these are the four categories. I’m going to take each category and kind of talk about it vaguely. Then at the end I want to keep a little bit of suspense, so I’m not going to announce the winner yet, but I will at the end. So alright, Microsoft, lemme talk about Microsoft, Google, Citrix, and we’ll throw in Apple too for good measure. Even though Apple isn’t like Apple is pretty big in the consumer space, we don’t see a lot of, and again, I’m talking about their storage, not the macro or anything like that, but their storage, they’re not. So with Microsoft, there’s a product that’s called OneDrive, and there’s a product that’s called SharePoint. OneDrive is great for a consumer or a small business. I would not recommend that for an RIA. SharePoint is more for an enterprise or a big business. And when I say SharePoint, many of our listeners remember SharePoint from 10 years ago. A totally Microsoft has totally revamped that. It’s basically a way for you where you can use SharePoint, where you’re using File Explorer on your Windows computer or you’re using Finder on your MacBook. And I’ll just kind of leave it at that.

 

A lot of people know this, right? Because schools use it and Google has Google Drive and it’s part of the G Suite or what Google now calls Google Workspace. Not a lot of RIAs are using that. There are some are. And then Citrix has, excuse me, Citrix has something called Citrix share file. And this has been very popular with RIAs for quite a while now because it’s a great way, the big challenge with RIAs is how do you send and receive secure documents with your clients? So if I’m an RIA, how do I easily send and receive documents? Because email encryption can sometimes be clunky and hard for the recipient. So Citrix Share file had a phenomenal solution for quite a long time and there’s a lot of people that are using that and it’s an easy and secure way for me to send and receive files.

 

And where we see a lot of RIAs using that, we see a lot of CPA firms using that, like tax documents and stuff like that. You don’t want to send that over regular email. And then Apple has the iCloud, but iCloud is really consumer. We don’t really see a lot of businesses that are using iCloud in the way that you’re thinking about that. So those are category one are the big players, Microsoft, Google, Citrix, and Apple. Got it. Make sense? Yeah, yeah, definitely. All right. I’m going to move over to category number two, which is the RIA specialty players. So these are document storage solutions that focus on RIAs. Sometimes there’s some other verticals too, but financial advisors, RIAs is the big one. Red Tail Imaging, nut Documents, Laserfiche, docu Pace, world Docs, e-file cabinet. And these are people that have done really well traditionally in this space that focused on financial advisors and RIAs.

 

What’s really interesting that we’ve seen over the last, I’d say three to five years, a lot of RIAs are moving away from these specialty or these niche players to main players like Microsoft, Google, and Citrix. It’s really, really interesting. And I think what’s happened is historically there was a lot of value add when you use something like laser featured net documents, there’s a lot of workflow and things like that. And what’s happened is so many of the features and simplicity of these big players, it’s available now that using something like laser feature net documents isn’t really adding that much value using, if I use SharePoint or Google Drive or Citrix ShareFile, and the big one for a long time was the integration with my CRM. So if I used wealthbox or Redtail or whatever is my CRM, I wanted something to integrate with that and the specialty players integrated, but the big players now integrate with that. So it’s really interesting to see that trend. And if you look at that, they’ve actually, a lot of these players have lost market share to some of the big players in this space.

Todd W. Darroca

Have you seen the specialty players here? Are they answering back to I guess losing market share from the bigger companies? Or are they fighting back at all? Are they changing how they’re doing things? If an RA was to look at these kind of things, is there any benefit still to going with a smaller niche one or is it

David Kakish

Comes down to integration? So I’ll keep it simple. If SharePoint is going to integrate it with Wealthbox, why am I using a third party tool, like a laser piece or whatever it is? That’s really what it comes down to. I think what these niche players have concluded is they’re not going to beat Microsoft and Google and Citrix at the document storage game, but they are going to beat them at A CRM and other specialty, other value add things that you can provide. So yeah, if you’re going to go up against Microsoft or Google, you’re going to lose that battle. So they’re focusing on other things rather and the value is just not there anymore and why play in that space? That’s kind of what I’m seeing that and then, yeah, so would just, and it’s interesting trend. This is my analysis to why that is.

 

Maybe there’s something else going on, but that’s sort of my analysis. Got it. Okay. Alright. So again, category one we said are the big players like Microsoft and Google and Citrix and Apple Category two are the RIA specialty document storage solutions, Redtail and others. Redtail Imaging I should say is also A CRM. And then category three are the big cloud players like box.com, Dropbox, ignite, and those are probably kind of the big ones. So Dropbox box.com and Ignite that we see playing in this space. And I think why, to your point, why people started using that was very easy to use, very intuitive and great collaboration. Like hey, I can quickly access this one on the road. I don’t have to use my VPN to remote into my file server and then do this or I don’t have to. It’s not super complicated for me to share something with a client or with a partner, but also adding some of the security to sort of lock that down.

 

So these are kind of the big cloud players and to be fair, there was a void that they were filling and that’s why people kind of flocked to that and they did that. Okay, yeah. Then the fourth category again, doesn’t mean you’re behind the times or anything, it just means you’re maximizing your investment is where you have an onsite file server or you’ve got some kind of a network attached storage or a drive or you’re doing something like that. Now the big challenge we see with people like that is as a whole, the entire industry in the RIA space and financial services and wealth management has moved to web-based applications. So I’ll use one example, think of a juncture. You used to have Juncture server edition, now there’s Juncture Cloud, everything is sort of moved to a cloud-based application. So what happens is, I’ll give you an example, and this is what frustrates a lot of people that have an onsite server is they’ll be working from home, they can access all of their applications, but to access their files, they have to remote into the firewall in their office a Cisco VPN or a SonicWall VPN or whatever, and then they can access the files and folders and then they have VPN issues then.

 

So Todd, to your point, this is kind of really, if you’re not working in the office all the time and you’re working remote, it’s like, oh man, you’re just dealing with it and it’s the last thing you want to be dealing with, right? A VPN issue or it’s not syncing or whatever the case might be. But again, if you’re physically in the office most of the time and you’re working and that file server is right there, you’re not really going to hit a lot of issues. But also the big thing with File Server that I see is not a lot of people are doing a great job of backing that up. And what I mean by that is their confusing redundancy on that server with backup and their IT provider isn’t necessarily giving ’em a backup report or clearly showing that it’s been backed up and stuff like that. So there’s some night near stories out there, but they’re not going to announce it. But where they thought something was being backed up and it really wasn’t. So

Todd W. Darroca

Lemme ask you about that when it comes to redundancy and backup. So way back when this all first kind of came out, you would say, we have to have three redundancies on here. So if something goes out there, we can still access it here or let’s make sure we back up the backup so we have our files. In what you’re seeing now, are you seeing your clients having two solutions at the same time, like a Dropbox and a Google, or are you seeing the space be more secure and reliable that that may not need to happen anymore? Yeah,

David Kakish

It’s a great question. So when I talk about, let’s just pretend because people can wrap their head around the file server or a server that contains the files, right? Yep. What you had on that server is you had something called redundancy. So you had three hard drives. If one of them failed, no problem, that server could continue, but redundancy is not the same as backup. You want to have the redundancy because hard drives fail and you want to continue to have that, right? So you had the redundancy on that server, but then typically back in the old days, it seems like ancient times you would back up to tape or another hard drive and you would take it home and you know what I’m talking about, right? Yeah. Oh yeah. Oh yeah. And then the technology advanced where you’re like, okay, great, I have an onsite server, I can do a backup to the cloud, so I have another backup that’s sitting in the cloud securely taking that. And you’re asking a great question because not a lot of people are thinking about that. If my data is sitting at Dropbox, and it could be anybody, Microsoft, Google, whatever, I’m going to pick on Dropbox, it’s sitting there. These companies, because this is their bread and butter, they have a ton of redundancy, right? The odds it’s 99.9999, the odds of something happening to that file or folder because of Dropbox is practically zero.

 

What people don’t think about is what if you hire a new employee and he goes in and he deletes everything, ORs, I don’t know, Todd goes in and deletes a critical file folder structure. Well, that has nothing to do with a redundancy that has to do more with like, Hey, is it archived? Do I have the ability to go back? A lot of places give you the ability to go back up to 30 days, but what if Todd went and deleted something and it’s 90 days later, right? Yeah, done gone. So you bring up a really good point, which is there are people now that say, Hey, listen, my stuff is sitting at Google. I want to have a backup someplace else with a third party company or Microsoft or whatever. And that’s something for you to think about and I’ll tie it into the winner, but I just wanted to talk about the four different categories of document storage solutions that are out there. And I guess, Todd, I’ll turn it back to you if there’s anything you wanted to add or ask, and then I’ll announce who I think the winner is in my view.

Todd W. Darroca

No, I think from the client side, from just in general, obviously you work very closely with RAs and I work very closely with tech companies and other people in the space, and I will agree that they are going more toward that more stable, bigger box solution just because of one, as many times I’m a contractor for them, they can easily shut me out whenever they want to and they, they’re lowering their risk of me doing something crazy, which I would never do. But that’s one of the things. But I think too now because of the remote work and companies, their talent pools bigger and locations are all over the place, they are trying to find that one solution. And these bigger ones do offer them that reach, but also the secure file sharing that they need. So from my different viewpoint, I would agree that that is what I’m seeing a lot of too. And I rarely see integrations are a big thing. And for me too, a lot of the tools that I use from the tech marketing side, integrations are still a big thing, but they were very niche at one point, but now you’ve got obviously Google and other players that are just seamlessly integrating and saying, well, here you go. So as a person who uses those platforms, you’re right. Why would I want to have to manage three platforms when I can just manage two, the one I’m using and the backup storage or the other cloud

David Kakish

Server? Yeah, I mean the one thing that I will say is a lot of times when you’re using a third party tool to backup up, you’re not really using it. That’s your insurance plan, right? That’s

Todd W. Darroca

The security blanket. Yeah,

David Kakish

Exactly. That’s exactly what it is. So it’s not like it’s sitting on Google and then you’re using two platforms at one, it’s sitting on Google and then you’ve got it there, just you’re right as a security blanket.

Todd W. Darroca

So who’s the winner, David? Who would you say is the better place to store your documents? I can only guess. I can only guess. So

David Kakish

I am going to go ahead and put it a quick disclaimer. Nobody I’m not getting paid to save. I’m not getting paid by this company or by this vendor, anything like that. So in the space, we’re in the RIA space, the clear winner from my perspective is Microsoft SharePoint. And for anybody that’s been listening to me, again Todd, it’s not a

Todd W. Darroca

Surprise. I asked him folks, I said, look, you had a secret deal with Microsoft. But I will say he is vendor agnostic. A lot of discussions that we have, he’s very vendor agnostic,

David Kakish

And again, I’m not listen outside of the RIA space or other industries or let’s just say in the academic world or Hey, listen, Google’s a big player for many different reasons and I get it, but specifically for financial advisors and RIAs, Microsoft SharePoint’s, the clear winner, and let me qualify a couple of things here. Please don’t think it’s the same SharePoint from 10 years ago. That’s number one. The way that this SharePoint works is you basically, again, on your computer, if you’re using Windows, you open up File Explorer, it’s indexed locally on your computer, but it’s saved at the Microsoft data center. You don’t even have to have it local on your computer on a MacBook. You just open up Finder and then you’re working. And again, it’s indexed on your MacBook, but it’s saved at the Microsoft data center. If you are going to be working without an internet connection, you can download it and work locally and then when you connect to the internet, it’s going to sync up.

 

So from an employee perspective, it’s very, very, very simple and easy to use. It feels, it’s basically totally integrated with my Windows computer or my MacBook. Now on the backend, there’s a lot of enterprise security that we set up, and part of the reason why I say this is a winner, it’s many reasons. The enterprise security is a big one, but also you’re most likely paying as an RIA. You’re most likely already paying for your Microsoft subscription to use the Office Suite, Microsoft 365 and SharePoint’s included, you probably just don’t know it. And it integrates really well with the CRMs and with RIA software, everybody wants to integrate with a Microsoft solution now. So you can have a link from your Word document or from that file folder structure that you can kind of put into your CRM security groups and permissions. I’m telling you, if you’re using OneDrive, that’s good, it’s okay.

 

But SharePoint is 10 times better than OneDrive from the security groups and permissions, for example, most of our clients, what we’re doing is most of the folders are locked down internally, and you can not share that with the outside world, but there are specific folders, mark folder, one dash external. You can share that with the outside world. Part of the reason why Citrix share file was very popular and now it’s sort of dying away in this specific vertical was you could easily share files back and forth, Hey, to upload a secure document, click here, and they click on the link and then they upload that. That is something that is available with Microsoft SharePoint. The other thing that you can do, if you work a lot with a firm, you’re a financial advisor, you’re an RIA, but you work with Todd’s CPA firm, you can actually have external folders where you can securely share back and forth Todd and I, where we don’t have to email things and Todd can upload that.

 

The other thing that we can do, and we do this for our clients, is you asked about sort of backup and disaster recovery, we’re actually archiving these documents. So we’re doing a backup within Microsoft Data Center, we’re doing two backups, and then we’re doing file versioning so that if I overwrite something, I can go back up to now this needs to be set up. I can go back up to 500 times and say, hang on, give me that document from two weeks ago before I overwrote and I lost 10 hours worth of work. And again, you can hyperlink directly to files and folders or the Word document or Excel document itself. And so I’ve talking about some of the features because again, not a lot of people know that this is something that is available and you can do sort of in the Microsoft ecosystem, but that’s why I say I’m like, listen, Microsoft SharePoint is the clear winner.

 

It doesn’t mean the other guys are bad or that they don’t work or anything like that. But I like it because again, you’re probably paying for it and you don’t know it. And I like it because it integrates with a lot of the third party applications in this RIA vertical. And then I like it because there’s a lot of things that you can do with it that you just don’t know about it. So anyways, and there’s just a lot of misconception around that, right? I’m like, Microsoft is the easy company for people to talk smack about. And I’m like, yeah,

Todd W. Darroca

It is. But they just became, I think they got the top place enough for the most valuable company over Apple after all those

David Kakish

Years. Oh really? I didn’t know that.

Todd W. Darroca

Oh,

David Kakish

I haven’t

Todd W. Darroca

Been following you. There you go.

David Kakish

I’m so focused on very specific solutions. I didn’t look at that. That’s interesting. The new CEO is doing phenomenal. Alright, so Todd, I covered a lot of stuff and you could probably tell I get excited and again, there’s just some misconceptions around that. Again, I don’t want to say Google is bad because Google is not, I don’t want to say that these, they’re not, there’s specific reasons to why in my view that Microsoft is the winner and I share that. Yeah, of course.

Todd W. Darroca

Yeah. Okay. So lots of information as you said, you covered today, David. So let’s remind listeners and watchers what they need to think about when it comes to these document storage solutions. We’ve got four categories. First category is Microsoft, Google, and Citrix. Those big players out there that you should keep in mind. The second category in that storage area is the RIA, specialty players like Red Tail Imaging, net documents, and Laser Fish. And you were saying that these are slowly going to the side now because of the integrations that the category one companies are doing by making it a lot simpler

David Kakish

Because these companies are focused on A CRM or portfolio management or something very specific. This has just been another product that they introduced, but that’s not their core competency and their core focus. So that piece is kind of really disintegrating quickly. Action. Got it.

Todd W. Darroca

Okay. Category three, we’ve got the big cloud players like box.com, Dropbox and Ignite. And then the last category, category number four is that onsite storage, the servers onsite site that some of the RAs still use out there and some companies who are not RAs do still use it. And obviously David, your final recommendation is for those to use Microsoft SharePoint for a variety of reasons. But the big reason is, David,

David Kakish

You’re paying for it already. There’s a lot of enterprise security that you can do with that, and then you could use hyperlinks that you probably weren’t aware that you can do. Those are probably the three main reasons. And then I should say, hey, if you want, we talked for quite a while about this, but we have a much shorter article on our website and we’ll link it in the show notes. That’s basically saying, what’s the best document storage for your RIA? And we put, it’s much more summarized there, so you can get the gist right there. But then also if you are using OneDrive, we are going to link it in the show notes while your RIA should ditch OneDrive and use SharePoint instead. There’s very specific articles and those are much more concise. You can look at that and you can see what that is. Hopefully, Todd and I are also entertaining you beyond just talking Tech,

Todd W. Darroca

And if we are, hey, leave us a review and subscribe. And I will tell you as a marketing guy myself, leaving those reviews really do help with the algorithms that we have to play with Apple and all those stitchers and all that stuff. So please leave us a review, and as always, we do want to hear from you. So if there’s an episode that you’d like us to focus on of a specific topic, just send it over in the notes or email us and we’d love to hear from you and get your feedback. So hey, we do want to say thank you again for listening to the RIA Tech Talk podcast. Make sure you hit that like and subscribe button, and of course it’s brought to you by ria, a workspace. And so for more podcasts and resources, go to www.riaworkspace.com and check out the learning center where the show notes will be. Excuse me. The documents that we talked about will be in the show notes, but also on that resource center. And so again, for David Kish and the whole entire team here, we want to say thanks for joining us and we hope you stay tuned for our next episode

 

About RIA Tech Insights. We’ll see you next time guys. Thanks so much.

David Kakish

Thank.

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