Managed IT and Cloud Services Tailored to RIAs and Financial Advisors
Rest easy knowing all your IT needs are taken care of with RIA Workspace’s comprehensive IT and cloud solutions and support.
Why work with RIA WorkSpace
We understand the financial impact that productivity losses can have on an RIA or a financial advisory firm, as well as the importance of high-level cybersecurity regardless of company size. With our enterprise-level security, customized platform, strategic IT consulting, and fast support, your firm’s IT headaches will be a thing of the past.
Do these problems sound familiar?
- We’re working outside of office hours to make up for lost productivity.
- We’re certain our productivity would be higher with reliable IT.
- We are paying for Microsoft 365 but hardly use any of its features.
- Our IT provider’s slow response to support requests is hampering our productivity.
- We’re struggling to connect and collaborate remotely.
- We require robust security solutions, as we handle extremely high-value investments. We cannot afford any security incidents.
RIA WorkSpace can solve all your IT problems
Fundamentally, small- and medium-sized RIA and financial advisory firms have similar IT challenges to large enterprises, but with limited resources. With the increasing complexity of IT, these firms are actively seeking partners to help them keep their IT operations running smoothly and securely. Without an IT partner that truly understands the wealth management niche and knows what’s at stake, many RIA and financial advisory firms experience business stagnation as they continue to struggle with unreliable technology and insufficient cybersecurity that leads to cyberattacks, as well as financial losses and reputational damage. You don’t have to be one of those companies.
We provide an all-in-one IT solution for small- and medium-sized RIA and financial advisory firms in the form of a Managed IT and Cloud Platform powered by Microsoft. Tailor-made for RIAs and financial advisors, our platform offers proactive IT services, enterprise-class security, and responsive IT support. We also offer complete help desk services to ensure that you always have the IT support you need.
How you will benefit:
Simplicity – With one platform that seamlessly integrates all your IT solutions, you’ll rest easy knowing IT is taken care of.
Strategic consulting – Leverage the insights of an IT partner that specializes in and knows the unique IT challenges facing RIAs and financial advisors.
Top-notch customer service and response times – Get fast support and great customer service, as opposed to being ignored or underserved because you don’t have hundreds of employees.
Your Managed IT and Cloud service plan includes:
A dedicated, assigned team with fanatical support and day-to-day operating
- Phone, email, and remote-control support
- Experience with wealth management apps and technology
- Fanatical help desk
- Technical Account Manager
Backup and disaster recovery
- 7-year file retention
- 30-day rolling backup
- Email and files running at multiple data center
Day-to-day operating
- Word, Excel, PowerPoint, OneNote, Skype, Teams, Outlook with 100 GB mailboxes
- Archiving, journaling, encryption, and more
- Up to 5 devices per user
- Up to 500 GB of file and folder storage per unit
Security and compliance
Our plans are built around the unique security and compliance needs of the financial industry.
- Multifactor authentication
- Data loss prevention
- Restriction of access outside the office
- Compliance and usage reports
- Antivirus and anti-malware
- Encryption
- Mobile device management and security
There’s more you can count on
- Initial 27-point network audit – An initial network audit to detect problem areas
- Guaranteed 1-hour response to technical problems
- Annual Technology Review – Every year, we discuss your network performance and look for access to better support for your firm.
- 24/7 Network monitoring – We watch your entire network to detect and address problems before they become issues
- Monthly executive summary report
- Security patch updates
- Vendor management
- Virus and spyware identification, removal, and cleaning
- Secure single sign-on – Securely sign into all your web-based applications
- Hosted email with Office 365
- Acceptable use policy
- 7-Year file retention
Our Managed IT and Cloud Platform powered by Microsoft
includes custom configurations for the specific needs of financial advisors.
Managed IT Services
Cloud Services
Cybersecurity
Business Continuity
IT Compliance
Frequently asked questions
Making the change to a true IT partner is easy
We tailor our services to your exact needs. Get in touch and let’s discuss how technology can better serve your business.
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.
Explore more about these technologies
SharePoint for RIAs and Financial Advisors
LEARN MORE