Collaboration
and File Sharing Solutions for RIAs
Collaborate on documents and easily share files with others at your RIA
Elevate your RIAs’ collaboration and productivity
If you’re seeking ways to enhance collaboration among your staff and require a file storage solution that can be accessed by your team from anywhere, RIA WorkSpace’s expertise in cloud technology can assist you. With our vast experience in deploying cloud solutions for businesses and partnerships with leading vendors, we can deliver top-notch collaboration and file sharing solutions tailored to meet your specific business needs.
We begin by offering a free evaluation of your current IT environment to assess your readiness for cloud adoption. Based on our findings, we’ll recommend suitable cloud platforms and solutions that align with your business objectives. We’ll then install and configure all the necessary software for you to ensure a quick and seamless transition. Following setup, we’ll provide ongoing monitoring, management, and updates to ensure that your new cloud system continues to deliver maximum value to your business.
Boost collaboration and simplify file sharing with RIA WorkSpace’s cloud solutions
With cloud solutions from RIA WorkSpace, you’ll be able to:
- Collaborate with others on documents, SharePoint sites, Teams, and Channels
- Access and sync files across PC, Mac, and mobile
- Securely share documents and control who can access them
- Share files to external contacts with guest access
Frequently Asked Questions
How can I securely work on files with people outside my RIA?
Secure collaboration can be done with the use of built-in access controls on the Microsoft cloud suite. The system will allow you to grant either authenticated or unauthenticated access to files you wish to share. The best way to maintain control would be to only grant authenticated access to select users. To learn more about this, click here.
Can I remove access to a document?
Yes, you can. Access controls will allow you to grant and revoke access to anyone at any time.
Can multiple people work on a document at the same time?
Yes, they can. Collaborators will also see one another in the document in real time, so they can track each other’s progress and leave comments where needed.
Does your Managed Service Package include helping us set up Teams?
Yes, our package includes Teams setup.
RIA WorkSpace’s collaboration and file sharing partners:
Strengthen collaboration and improve file sharing for your team
With RIA WorkSpace, your team will be able to finish more tasks, even when they’re out in the field