Managed IT Services for RIAs
Specialized IT services designed to meet SEC requirements, protect client wealth, and keep your advisors productive from anywhere
5.0
from 44 Google reviews
Managed IT Services
Why inefficient IT is costing your firm
In the wealth management industry, technology isn’t just a tool; it is the engine of your firm. When that engine sputters, the costs go far beyond a simple repair bill. Relying on an underperforming RIA IT provider means dealing with unstable systems that create a cascade of operational failures, such as:
- Missed market windows
- Reputational damage
- Advisor burnout and turnover
- Lost billable capacity
Schedule a Discovery Call
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.
IT solutions
designed for RIAs
We don’t believe in a one-size-fits-all approach. Our managed IT services are engineered to support the unique life cycle of wealth management, from initial client onboarding and financial planning to secure portfolio management and regulatory archiving. We provide a full suite of IT service for RIAs that cover every corner of your digital office, such as:
Cloud Hosting and Mobility
We offer secure cloud solutions that provide always-on access to your critical financial apps and CRM.
Managed IT Support
Our rapid-response help desk is ready to assist you with any technology issue.
Cybersecurity and Threat Protection
We implement a multilayered defense that includes multifactor authentication (MFA), encryption, and 24/7 monitoring to keep your data safe.
IT Compliance-Ready Infrastructure
We design your systems to meet audit standards from day one, complete with the detailed logs and reports required by regulators.
Business Continuity and Disaster Recovery
We implement SEC-compliant backup and recovery protocols to secure client data and keep your firm operational during local or regional outages.
Why RIAs choose RIA WorkSpace
Why settle for a generalist when you can have a specialist? Firm leaders choose RIA WorkSpace because we offer:
- Enterprise-grade security: We treat your client data with the same level of care you treat their investments.
- Industry expertise: We understand the RIA landscape inside and out. From IT compliance requirements to cybersecurity and infrastructure, we speak the language of advisory firms, not just IT.
Client testimonials
We take pride in supporting the mission-critical operations of firms across the country, allowing partners and principals to lead with confidence. See how our specialized IT services have transformed the daily operations and security posture of our industry peers
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
How do you protect mobile devices and tablets?
As part of our IT services for RIAs, we provide mobile device management (MDM) to secure and manage your advisors’ devices while they work on the go. With MDM, client data stays encrypted, and we can remotely wipe a device if it’s ever lost or stolen, ensuring security and peace of mind.
Can you support the platforms and software our firm already uses?
Yes. We regularly work with the core applications RIAs depend on, including portfolio management systems, CRM platforms, and financial planning tools. We make sure everything is properly configured, secure, and working together efficiently.
Can you help us standardize technology across multiple advisors or offices?
Yes. We help RIAs create a consistent IT environment across teams, whether you operate in one office or multiple locations. This includes standardized setups, secure access protocols, and unified system configurations so advisors can work the same way everywhere.
Do you help RIAs prepare for audits or cybersecurity reviews?
We help firms stay organized with their IT documentation, system configurations, and security practices so they are better prepared for audits, due diligence requests, or third-party security reviews.
Can you support advisor onboarding when we hire or acquire new teams?
Yes. We help streamline the onboarding for new advisors or acquired teams by setting up devices, access permissions, and system configurations so they can integrate into your environment with minimal downtime.
Managed IT Services
Upgrade your technology today
Don’t wait for a data breach or an audit failure to realize your IT is lagging. Partner with the managed IT provider that understands your business inside and out.
5.0
from 44 Google reviews
