RIA Managed IT and cloud services tailored to 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
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
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.
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 Cloud and Managed IT Service plan includes:
A dedicated, assigned team with fanatical support and day-to-day operating
- Phone, email, and remote-control support
- Experience with financial 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
- 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
See what our clients have to say
What I like best is your knowledge and response level. The biggest benefit for us is that we feel you actually understand our issues and are responsive. We don’t ever feel as if we have asked a dumb question.
Everyone is really helpful and has gotten to know us well. Each time something breaks, or isn't working ... you fix it in no time flat. The biggest benefit for us is not having to hire someone in our office when we don't need someone every single day.
Excellent tech people, very responsive, very knowledgeable. Quick response time. Multiple tech people available if needed for specific tasks. Very friendly and knowledgeable.
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 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.