RIA security: Comparing Microsoft 365 Business Basic and Microsoft 365 E5

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Business Basic vs. E5:
Which is the right fit for RIAs?

When it comes to the security needs of registered investment advisors (RIAs), there’s no room for compromise. As an RIA, you handle sensitive financial information and your clients trust you to keep their data secure. That’s why choosing the right productivity suite is crucial for your business operations. Let’s take a closer look at Microsoft 365 Business Basic and Microsoft 365 E5 to see how their features stack up against each other.

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Microsoft 365 Business Basic:
A solid foundation for productivity

Microsoft 365 Business Basic is a great option for smaller businesses with basic productivity needs.


Security highlights

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Microsoft 365 E5:
A comprehensive security solution

Microsoft 365 E5 is the top-tier offering in the Microsoft 365 suite, providing advanced security and compliance features for businesses with more complex needs.


Security highlights

Why choose E5 over Business Basic?

While Business Basic offers a solid foundation for productivity, E5 takes it a step further with advanced security features designed specifically for RIAs and financial advisors. Here are some key reasons to consider upgrading to E5:

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Elevate your RIA’s security with Microsoft 365 E5

Make the smart choice for your RIA business by upgrading to Microsoft 365 E5. With its advanced security and compliance features tailored for businesses like yours, you can focus on providing top-notch wealth management services to your clients without worrying about data breaches or compliance issues. Get started today and take your RIA’s security to the next level with Microsoft 365 E5.

Don’t know where to start? We’re here to help!

Learn more about how Microsoft 365 E5 can benefit your RIA firm and get assistance with setting up your subscription.