PODCAST: What’s Your RIA’s Cloud Security Score?


It doesn’t have to be difficult to get a cyber security assessment for your RIA.

If you’re on the Microsoft platform, this podcast will tell you how to easily get a snapshot of your RIA’s Cloud Security Score. It’s free and accessible to all companies on the Microsoft platform.

Get your Security Score from Microsoft here:


If you’re happy with your score, congratulations. If you’re not, in this podcast we share 5 things you can do to improve it. Three tips to do easily and quickly and two tips that might take a few days to complete.

This podcast is specifically for RIAs and Financial Advisors with between 5 and 25 employees.

If you have any questions about your firm’s cloud security score, or would like our help with your security, please contact us today.

Join David Kakish, President of RIA WorkSpace in this podcast.

David’s fundamental belief is that small and mid-size firms have similar IT and technical challenges as large enterprises, but with limited resources. He wants to help.

Connect with David on LinkedIn

You might also be interested in


Email Security Checklist for RIAs

8 security protections your RIA needs to have in place, especially if you’re using Microsoft Email.

Read More


Request a Free Quote

Find out what fast, friendly, no-excuse IT will cost your RIA with a no strings attached quote.

Get a Quote Now


The 5 Minute IT Risk Scorecard

Take a few minutes to answer these questions and get your IT risk score instantly.

Get Your Score

Ready to learn more about how RIA workspace can move your business forward? contact us today and get a free quote!

Get a FREE Quote