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.

What is the RIA WorkSpace Platform?

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?

Leverage RIA Cloud Services to drive innovation and growth

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 gives small- to medium-sized RIA and financial advisory firms 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 is taken care of.

How you will benefit:

Streamlining your cloud services is easy

We understand the IT needs of RIAs and financial advisors. Get in touch to find out how the RIA WorkSpace Platform powered by Microsoft can transform your business.

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.