IT Support and Outsourced IT
for Financial Firms
We handle the technology and cybersecurity so you can focus on your clients and growing your AUM
5.0
from 44 Google reviews
IT Support
IT can be the hidden friction holding your firm back
Most financial advisors don’t realize their technology is a bottleneck until they try to scale — or until an auditor walks through the door. Generic IT solutions often leave wealth management firms vulnerable in ways that aren’t immediately obvious, such as:
- Disorganized audit trails: Many firms can’t produce the detailed reports and activity logs SEC exams now require. Without automated documentation, you’re forced to scramble during audits.
- Siloed software inefficiencies: Your CRM, custodian portals, and portfolio tools must work together. When siloed, teams waste hours on manual entry and time-consuming, less secure workarounds.
- Service disruption risk: Slow response times during critical incidents can affect your ability to serve clients, process requests, and maintain consistent day-to-day operations.
Book your consultation today.
Your reliable managed IT partner
At RIA Workspace, we provide a purpose-built technology ecosystem designed specifically for the wealth management industry.
As a dedicated IT provider for RIAs, we understand the intersection of technology, finance, and regulation. We take the burden of tech management off your plate so you can focus on fiduciary duties and client relationships. Whether you are an established advisory firm with a growing team or a multistate organization, our managed IT for RIAs ensures your technology is a competitive advantage, not a liability.
Our specialized services
We understand that your technology stack is the backbone of your client experience and your primary defense against regulatory scrutiny. That’s why we offer:
Cloud Hosting and Mobility
We provide proactive IT support for financial advisors, with 24/7 monitoring and a responsive support team experienced with the platforms you use, including portfolio management and custodial systems.
Cybersecurity
We implement multilayered defenses, including MFA, advanced threat detection, and end-user training to make your firm a difficult target for cybercriminals.
IT Compliance
We provide specialized IT support for registered investment advisors who must navigate SEC and FINRA requirements. We build compliance into the foundation of your network, implementing everything from automated activity logging to secure data retention.
Cloud Services
We design and manage secure cloud environments that allow your team to work from anywhere without sacrificing security. Your data is always protected, continuously backed up, and readily available when you need it.
Business Continuity
We prioritize your firm’s uptime so you never miss a trade window. Our business continuity planning includes robust disaster recovery protocols that keep your operations running even during local outages or system failures.
Why leading wealth managers choose RIA Workspace
Your firm deserves a technology partner that understands the stakes of wealth management. We don’t just manage your network; we help protect your reputation by ensuring your technology is secure, reliable, and built to support the high standards your clients expect. We offer:
- Industry expertise: We speak your language. We understand custodial integrations, portfolio management software, and the pressure of market volatility.
- Proactive management: We identify and resolve vulnerabilities before they become outages.
- Scalability: Whether you are a small company or a multibillion dollar firm, our IT support services scale with your growth.
Testimonials from satisfied clients
Discover what leading wealth managers are saying about our IT support services.
The improvement from our previous IT provider to RIA Workspace is not incremental, it’s a logarithmic improvement.
– Rick Thoreson,
Thoreson Steffes Trust Company
The best technology investment we ever made was bringing in an IT Partner dedicated to the needs of a regulated investment firm. Chicago-based RIA Workspace has been a phenomenal partner for us. The firm built out a full custom Microsoft Cloud environment ensuring we get the most out of all the different software we use, and collaborates with our outside counsel to implement, test, and document a first-class cyber security program across all our hardware and software.
– Christopher Davis,
Hudson Value Partners
Argenis ROCKS! His communication was excellent, and his response times were fantastic. It is clear to me that a detailed, step-by-step process is followed during the onboarding process. It shows, don’t make any changes to it! The experience was a 9.9 out of 10.
– Harold Philipsen,
Tenzing Financial
Frequently asked questions
Do you understand SEC and FINRA cybersecurity requirements?
Yes. IT compliance is at the heart of everything we do. Meeting these standards means implementing risk assessments, multifactor authentication, secure email archiving, ongoing employee cybersecurity training, incident response planning, and continuous monitoring of your network and endpoints.
How is your help desk different from a local IT guy?
A local generalist may know how to fix a printer, but can’t provide specialized IT for RIAs. We provide an IT help desk for RIA firms that understands your specific software stack and the critical nature of your data.
Can you help us migrate to a more secure cloud environment?
Absolutely. We specialize in helping firms outsource IT wealth management functions to secure, private cloud environments that enhance mobility and security.
What is the onboarding process like?
We perform a deep-dive audit of your current tech, identify gaps, and create a roadmap that transitions your firm to our managed platform with zero downtime.
Managed IT Services
Stop settling for generic IT
Partner with the experts who treat your firm’s data with the same level of care you bring to your clients’ portfolios.
5.0
from 44 Google reviews
