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.

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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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