RIA Cybersecurity Services
Get peace of mind that your device is safe no matter where you’re working from.
Stay ahead of cyberthreats with RIA WorkSpace
Considering the ever-increasing threat of cybercrime, RIA and financial advisory firms cannot afford to be complacent. At RIA WorkSpace, we understand the unique cybersecurity needs of RIAs and financial advisors, which is why our cybersecurity solutions have been customized to cater to wealth management needs. Trusting us with your cybersecurity means getting access to advanced security solutions that protect your device no matter where or when you use it. You’ll no longer have to pay for third-party encryption tools, your archiving will be more secure and convenient, and your insurance liability will be significantly reduced.
Are these issues a concern for your organization?
- Our remote employees’ devices are vulnerable to cyberthreats.
- Our employees are not prepared for the latest cyberthreats.
- We are vulnerable to data breaches or ransomware attacks.
- We are concerned about the possible financial and reputational damage our organization will suffer in the event of a security breach.
Case Study: Resolving IT Frustrations for a Growing RIA
What Happened When One RIA Decided Enough Was Enough with Phishing Attempts
Phishing emails pose one of the biggest cybersecurity threats to RIAs. In this case study, learn how a growing RIA partnered with RIA WorkSpace to strengthen their phishing defenses. Through employee training, advanced filtering tools, and comprehensive security measures, this RIA now feels more protected.
It wasn’t just the persistent phishing attempts that brought this firm to RIA WorkSpace. Find out more about their story below.
Learn More About Cybersecurity and IT Solutions for RIAs
Mitigate security risks with advanced RIA cybersecurity solutions
RIA WorkSpace understands that security and productivity are key to RIA and financial advisory firms regardless of their size. With significant sums at stake, any security incident could be costly, not only financially but also to an RIA’s or a financial advisor’s reputation. When you partner with RIA WorkSpace, you gain enterprise-class security from IT experts specializing in the wealth management industry. From advanced security solutions to keep your devices protected to employee security awareness training and cybersecurity insurance, all your bases will be covered. With risks efficiently monitored and mitigated, your RIA or financial advisory firm will be free to focus on the things that matter, such as business growth and better service for clients.
How you will benefit:
- Next-generation antivirus, intrusion prevention, and behavior analysis for your endpoints
- Enhanced security and increased productivity with secure single sign-on to safeguard third-party web-based applications
- Security awareness training, simulated phishing campaigns, and dark web monitoring
- Additional security measures, such as multifactor authentication and the option to protect certain apps so they are accessible from company-compliant devices only
- Cybersecurity insurance put in place by RIA WorkSpace, significantly reducing insurance liability
- Email encryption and archiving — essential for any RIA or financial advisory firm
Frequently Asked Questions about Cybersecurity for RIAs
RIAs face evolving threats like phishing scams, ransomware attacks, and data breaches. These risks target sensitive client information and can lead to reputational damage and financial loss. Here’s a link to a blog about some of the recent threats we’ve seen specifically targeting RIAs.
Educating employees about phishing tactics and implementing email security tools, like encryption and advanced spam filters, can significantly reduce the risk of falling victim to these attacks. Ongoing employee training is crucial as they are the first line of defense.
Endpoint security ensures that all devices used within your RIA, including laptops and mobile devices, are protected from cyber threats. This is essential for preventing unauthorized access and safeguarding client data.
Regular security audits, secure communication practices, data encryption, and employee training are vital steps to support SEC compliance and protect sensitive client information.
It is recommended to conduct security audits at least annually. However, more frequent checks may be necessary depending on changes in technology, regulations, or the size of the firm.
It’s easy to stay ahead of cyberthreats
With solutions and services customized to the needs of RIA and financial advisory firms,
RIA WorkSpace can get you on track in no time.
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.