Cloud and Managed IT Services for RIAs

Perfect for an RIA that wants a one-stop shop for everything IT related, The RIA WorkSpace service plan makes it easy to manage your IT budget with a fixed monthly fee, Improve the reliability and performance of your IT systems and feel secure knowing the platform is customized for your industry.

Your Cloud and Managed IT Service Plan Includes:

A Dedicated, Assigned Team With Fanatical Support and Day-to-Day Operating

The RIA WorkSpace team is friendly,helpful, and understand your industry

  • Phone, email, and remote-control support
  • Experience with financial apps and technology
  • Fanatical Help Desk
  • Chief Information Officer and Technical Account Manager

Day-to-Day Operating

With files, storage, hosted Office 365 email, and the Microsoft Office Suite, your team works with tools they know from wherever they work.

  • Word, Excel, PowerPoint, OneNote, Skype, Teams, Outlook with 50GB mailboxes
  • Archiving, journaling, encryption, and more
  • Secure single sign on for web-based apps
  • Up to 5 devices per user
  • Up to 100GB of file and folder storage per user

Backup and Disaster Recovery

Feel confident knowing your emails, files, and apps are backed up and recoverable in the event of a disaster.

  • 7-year file retention
  • 30 day rolling backup
  • Email and files running at multiple data centers

Security and Compliance

Our plans are built based on the unique security and compliance needs for your industry.

  • Multi-factor authentication
  • Data loss prevention
  • Restrict access outside the office
  • Compliance and usage reports
  • Antivirus and antimalware
  • Encryption
  • Mobile device management and security


There's more you can count on

  • Initial 27-point Network Audit
    An initial network audit to detect problem areas.
  • Annual Technology Review
    Every year we discuss your network performance and look for areas to better support your firm.
  • Guaranteed 1-hour Response to Technical Problems
  • Monthly Executive Summary Report
  • Security Patch Updates
  • Vendor Management
  • Secure Single Sign on
    Securely sign into all your web-based applications
  • 24/7 Network Monitoring
    We watch your entire network to detect and address problems before they become issues.
  • Virus and Spyware Identification, Removal, and Cleaning
  • Hosted Email With Office 365
  • Acceptable Use Policy
  • 7-year File Retention

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