Which is the best password manager for an RIA?

January 8th, 2021

RIAs deal with highly sensitive information. This means that every measure must be taken to ensure that sensitive data is never stolen, lost, or leaked, including creating passwords for the various accounts RIAs use. However, creating, remembering, and managing complex passwords for every app you use is not the funnest thing we do every day.

Know the risks from public charging kiosks

December 28th, 2020

When your phone’s juice runs out and you’re nowhere near your charger, a public charging kiosk can look pretty promising. But what you might not know is that recharging phones at public charging stations can make you a victim of juice jacking.

What is juice jacking?

While newer phones can be charged wirelessly, older models still need power cords to power up their batteries.

Two-step and two-factor authentication: What’s the difference?

December 15th, 2020

Every RIA should have a strong cybersecurity posture to keep cybercriminals from infiltrating their network. One way to do this is by implementing a strict authentication process using two-step or two-factor authentication. These two processes are so similar that many confuse one with the other.

OneDrive and SharePoint for RIAs: Which one to use?

December 9th, 2020

File management solutions are a must for RIA firms, especially given the scope and sensitivity of the information you handle. Most RIAs are using Microsoft tools like OneDrive or SharePoint as they are easy to use, cost-effective, and secure.

But OneDrive and SharePoint are not the same.

Microsoft Teams or Google Meet. Which is best for your RIA?

December 4th, 2020

Microsoft and Google have been competing on almost every front, and both have made big strides in machine learning, cloud computing, and productivity software. In terms of communication solutions, the tech powerhouses are also neck and neck with Microsoft Teams and Google Meet.

How RIAs keep private data safe with data retention

November 27th, 2020

Data retention and archiving can be a headache for RIAs. It means more time and effort spent meeting compliance rules. This is on top of fulfilling duties to clients and achieving your other business goals.

Which is why RIAs ought to use tools that not only improve productivity but also allow them to manage and protect important client information easily.

Microsoft 365: New Office 365 features for the same price

May 22nd, 2020

On April 21, Microsoft rebranded its Office 365 (O365) Home and Personal plans as Microsoft 365 (M365) Personal and Family subscriptions. The company’s officials describe the new bundles as "the subscription for your life to help you make the most of your time, connect, and protect the ones you love, and to develop and grow.

Master OneNote in no time

May 22nd, 2020

OneNote is a useful but underutilized program that comes with Microsoft Office. With OneNote, you can create and share digital notebooks that contain handwritten or typed notes, drawings, screen clippings, audio commentaries, and more. This takes your note-taking to another level, allowing you to integrate multimedia as well as share notes and collaborate with other users.

Keep your home network safe in 10 simple steps

April 23rd, 2020

Practical tips to better secure your home network.

Change the default name of your home Wi-Fi
The first step towards a safer home Wi-Fi is to change the SSID (service set identifier). SSID is the network’s name. Many manufactures give all their wireless routers a default SSID. In most cases it is the company’s name.

4 virtualization myths you shouldn’t believe

October 4th, 2019

Explaining the concept of virtualization is no easy task and failed attempts to do so have left it with a less-than-ideal reputation. We want to set the record straight about virtualization’s many benefits by dispelling four of the most common misconceptions about it.