Your RIA might not have hundreds of employees, but you manage millions of dollars in assets for your clients. Its not good enough to have the kind of IT a typical business with 5, 10, or 25 employees has. RIAs like you need enterprise level security and IT systems to protect your clients and your business. The good news is, the “enterprise level” systems that used to only be accessible to bigger companies with big budgets are now also available to smaller firms like yours.
Answer these 4 questions and get your IT risk and security exposure score in under 5 minutes.