Streamlined RIA Cloud Services by RIA WorkSpace
Rest easy knowing your firm’s cloud management needs are taken care of. We provide RIAs and financial advisors with one seamless cloud platform — it’s easy, it’s integrated, and it’s secure.
Unlock a better IT experience for your firm
- Streamline your operations with a single, secure Microsoft-powered cloud platform designed to replace disjointed tools and improve wealth management collaboration.
- Enable your entire team to work securely from anywhere with cloud and IT support for small and medium-sized RIA and financial advisory firms.
- Safeguard your cloud data effortlessly with 7-year file retention and disaster recovery plans that align with FINRA and SEC through RIA WorkSpace.
- Trust the best IT partner for small and midsized RIAs to securely consolidate your technology into one easy-to-use, compliant digital ecosystem.
How does the RIA WorkSpace Platform empower your firm?
The RIA WorkSpace Platform powered by Microsoft is tailored to the needs of small- to medium-sized RIA and financial firms while maintaining an enterprise-level service. It provides RIAs and financial advisors with one easy-to-use cloud platform, eliminating the hassle of relying on multiple platforms and tools, in addition to facilitating collaboration and enhancing security, when it comes to wealth management.
Are you facing any of these issues?
- We have to log in to multiple platforms and would prefer a more integrated solution.
- We are worried about data breaches when sharing files with clients.
- We lack reliable cloud backup and recovery.
- We are struggling to connect and collaborate remotely.
How can cloud services drive innovation for your RIA or financial advisory firm?
Considering their ever-changing IT needs, RIA and financial advisory firms require managed cloud services that simplify operations and drive business growth. With the RIA WorkSpace Platform powered by Microsoft, you gain access to a multitude of cloud solutions that have been customized to suit the wealth management environment. Partnering with RIA WorkSpace for IT support gives you access to an enterprise-level platform that is fully integrated. Gone are the days of logging in to several third-party tools and operating in silos. In addition to simplicity and improved collaboration, you’ll also have peace of mind that data backup and recovery are taken care of.
How you will benefit:
- Convenience and ease of using one integrated platform
- Increased security and productivity
- A secure platform that facilitates collaboration
- Peace of mind regarding data recovery and security
Frequently asked questions
Yes. The RIA WorkSpace Platform is built on Microsoft's enterprise-grade infrastructure, customized with specific security configurations for the financial industry.
Not with us. As the best IT partner for small and midsized RIAs, we use a proven, efficient onboarding process to ensure a seamless transition to the cloud with minimal downtime.
Yes, our Microsoft-powered cloud solution includes 7-year file retention and disaster recovery plans that align with FINRA and SEC requirements by default.
Yes. Our cloud platform lets your team securely access data and collaborate remotely, whether in the office or on the go.
Yes, our platform enables highly secure, encrypted file sharing, which is a defining feature of our IT support for small and medium-sized RIA and financial advisory firms.
Streamlining your cloud services is easy
We understand the IT needs of RIAs, financial advisors, and the wealth management industry Get in touch to find out how the RIA WorkSpace Platform powered by Microsoft can transform your business or check out our Cloud Plans & Pricing for detailed information.
1
Discovery call
Tell us your technology goals and struggles in an initial conversation. We’ve been providing specialized technology solutions for RIAs and financial advisors since 2007. We understand your challenges and will answer your questions.
2
Strategic technology plan
We assess your current infrastructure and develop a roadmap to make it more efficient, reliable, and secure. You can hire us to execute this plan or implement it on your own.
3
Onboarding and progress
We have an efficient and proven transition process. Your new dedicated IT team will start implementing changes on a priority basis with immediate benefits and minimal disruption.