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.

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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?

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

The RIA WorkSpace team is friendly, helpful, and knowledgeable about your industry.

Backup and disaster recovery

Feel confident knowing your emails, files, and apps are backed up and recoverable in the event of a disaster.

Day-to-day operating

With file storage, hosted Office 365 email, and the Microsoft Office 365 suite, your team works with tools they know from wherever they work.

Security and compliance

Our plans are built around the unique security and compliance needs of the financial industry.

There’s more you can count on

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

Frequently asked questions

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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.