RIA-WorkSpace-5Min-IT-Risk-Scorecard-eBook-Cover-r1

The 5-Minute IT Risk Scorecard (for RIAs)

You might think getting your IT risk score shouldn’t be difficult. We couldn’t agree more. That’s why we created the 5-Minute IT Risk Scorecard.

Read More

Microsoft-Teams-or-Google-Meet-featuredimg

Blog

Microsoft Teams or Google Meet. Which is best for your RIA?

Microsoft and Google have been competing on almost every front, and both have made big strides in machine learning, cloud computing, and productivity software.

Read More

RIAs

Blog

How RIAs keep private data safe with data retention

Data retention and archiving can be a headache for RIAs. It means more time and effort spent meeting compliance rules.

Read More

img-feature-it-priorities-rias

Blog

Setting the 2021 IT Priorities for Your RIA

Most of us will be happy to see 2020 in the rear-view mirror. Despite the challenges, 2020 did provide some clarity for IT priorities moving into 2021.

Read More

img-resource-01-how-tech-made-it-easier-to-WFH

Podcast

How to Work Remotely So You're Productive and Secure

Today you face unique and unprecedented challenges. COVID-19 has probably forced you and your employees to start working from home.

Listen Now

img-Top-5-IT-Security-Features

Podcast

Top 5 IT Security Features Your RIA Isn’t Using But are Part of Your Microsoft Subscription

Most RIAs are only using 20% of the features available in their Microsoft subscriptions. Don’t pay for 3rd party apps when Microsoft can do it for you.

Listen Now

img-feature-advanced-threat-protection-r1

Blog

Advanced threat protection features ideal for email security at RIAs

Email security is always important for RIAs. But we’re human and it’s easy to make mistakes as scammers get better and more sophisticated.

Read More

img-feature-workspace-cloud-computer

Solution Brief

Workspace and Cloud Computer Platforms for RIAs

Microsoft makes great products for small and midsized businesses. But it's not always clear which subscription is best for your RIA. Get the right platform for your RIA.

Read More

img-featured-why-its-time-for-your-ria

Podcast

Why it’s time for your RIA to step up your IT security game

Your RIA might not have hundreds of employees, but you manage millions of dollars in assets for your clients.

Listen Now

img-resources-email-encryption

Blog

How to send secure emails for RIAs

A look at why it’s essential to encrypt emails, especially for RIAs that regularly use email to communicate sensitive data.

Read More

img-featured-email-archiving

Blog

Email archiving at your RIA is about more than just compliance

Your email archiving solution should support your compliance AND help you deliver better service to your clients and make life easier for staff.

Read More

img-blog-why-your-ria-should-use-multi-factor-authentication-tools-from-microsoft

Blog

Why your RIA should use multi factor authentication tools from Microsoft

MFA offers better security than the most complex passwords. If you’re RIA is using Microsoft you already have the tools to configure it company-wide.

Read More

img-resource-featured-email-security-RIAs

Checklist

Email Security Checklist For RIAS

8 Security Protections Your RIA Needs to Have in Place Now (especially if you are using Microsoft email)

Read More

masthead-How-technology-made-it-easier-

Case study

How technology made it easier to work from home

Dee Dee Silverstein shares the story of SF Investments’ transition to a remote workforce

Read More

img-resource-02-10-myths-moving-to-cloud

Blog

10 myths about moving your RIA to the cloud

Dispel common misconceptions so you can fully understand and leverage the cloud for your RIA

Read More

img-resource-03-RIA-security-quiz

Quiz

RIA Security Quiz: how secure are you?

In just a couple minutes, you can better understand your security posture and get practical tips to help prevent a devastating cyberattack

Read More

img-resource-04-webinar-critical-security-threats

Webinar

Today’s most critical security threats for RIAs

Prepare your business by learning the cyberthreats of today and the security and compliance tools of tomorrow

Read More

img-resource-05-case-study-clouds-not-created-equal

Case Study

Not all clouds are created equal

Learn how an RIA like yours upgraded their cloud environment to overcome challenges and improve outcomes

Read More

img-resource-06-cloud-simplify-IT

E-Guide

Using the cloud to simplify your IT

Think the cloud is more trouble than it’s worth? It isn’t. Find out all the ways the cloud pays for itself many times over

Read More

img-resource-07-maximize-value-digital-workplace

Whitepaper

Maximize the value of the new digital workplace

Transform your workspace and operations to get the most out of mobile workers and virtual workflows

Read More

img-resource-08-attacks-arent-you-seeing

Whitepaper

What attacks aren’t you seeing?

Your network is at more risk than you know, but DNS-layer security can increase your protection against hidden threats

Read More

img-resource-09-RIA-guide-to-IT-support-r1

Whitepaper

The RIA’s guide to IT support services and fees

Make sure you don’t get roped into a bad deal with an MSP by knowing what to avoid and what to expect for fees

Read More

img-resource-10-managed-IT-eliminating-tech-pains

Whitepaper

Managed IT services eliminating technology pains for RIAs

MSPs eliminate your IT headaches, save you money, help you overcome business challenges, and more. Learn how in our free whitepaper

Read More

img-resource-11-DNS-layer-security

E-Guide

Nothing kills attacks earlier than DNS-layer security

Strengthen your first line of defense by learning how DNS-layer security proactively eliminates threats

Read More

img-resource-12-keeping-RIA-safe-r1

Whitepaper

Keeping RIAs safe: Combating cybercrime on a budget

Get a better understanding of your cyberthreat landscape, along with strategies and practical steps to stay safe and within your budget

Read More

img-resource-13-secure-file-sharing-r1

E-Guide

Secure file sharing for RIAs

Learn solutions for more secure, efficient, and compliant documentation and file sharing

Read More

img-resource-14-cloud-computing-top-12-features

Blog

Cloud Computing: Top 12 features RIAs should look for in a cloud computing platform and why they matter

This checklist helps you easily identify the specific cloud designs and features you need for a more successful RIA

Read More

img-resource-15-gambling-with-data-r1

Checklist

Are you gambling with your data?

This quick checklist lets you assess your network and data security risk, and covers some best practices and next steps to increase your protection

Read More

img-resource-16-business-continuity-plan

Template

Business Continuity Plan

See what elements to include, how to structure, and how to write your company’s business continuity policy in this template

Read More

img-resource-17-creating-hacker-proof-passwords

E-Guide

Creating hacker-proof passwords

Strengthen one of the most common attack vectors to better protect your business form cybercriminals

Read More

img-resource-18-outsourcing-not-dirty-word

Whitepaper

Outsourcing isn’t a dirty word: meet your IT team’s new best friend — managed services

MSPs work with your IT team to help them be more efficient and, deliver better results

Read More

img-resource-19-9-cybersecurity-best-practices

Blog

9 cybersecurity best practices every RIA firm should have in place

Safeguard your valuable digital assets with the latest tips to shore up your vulnerabilities

Read More

img-resource-20-RIAworkspace-10-steps-cloud

Whitepaper

RIAWorkSpace — 10 steps to the cloud

Know what to look for when you choose a cloud partner

Read More

img-resource-24-best-advisory-firms-charles-schwab

Whitepaper

Today’s best-managed investment advisory firms by Charles Schwab

The meaningful benchmarks in this study shed light on your firm’s strengths, development areas, and overall performance

Read More

img-resource-25-protecting-critical-data-systems

Whitepaper

What every RIA firm must know about protecting and preserving their company’s critical data and computer systems

Find out the most common and costly IT mistakes firms make and the steps to avoid them

Read More

img-resource-26-5-reasons-workshift

Whitepaper

Top 5 reasons to workshift

Discover how a mobile workforce, free to work when and where they prefer, makes your business more productive, efficient, and profitable

Read More

img-resource-28-bring-your-own-device-policy

Whitepaper

The 10 disaster planning essentials for a small to midsize RIA firm

Not sure how to effectively implement disaster planning solutions? These 10 essentials will get you started

Read More

img-resource-27-10-disaster-planning-essentials

Template

Bring your own device policy

Learn how to lay the groundwork with mobile device management policies that keep your digital assets safe and employees efficient

Read More

img-resource-29-internet-usage-policy-1

Template

Internet usage policy

Minimize risk and keep your company safe with clear, effective policies against detrimental internet behavior

Read More

img-resource-30-password-policy

Template

Password policy

Shield your business from one of the most common cyberthreats by staying up to date with best practices on password safety

Read More

img-resource-31-new-employee-computer-info-checklist

Template

New employee computer information checklist

Help new hires be successful from day one by obtaining important information, ensuring they have what they need, and performing other crucial steps in this checklist

Read More

img-resource-32-guide-to-business-continuity-plans

Whitepaper

An RIA’s guide to business continuity plans and disaster recovery

Get running again quickly after any disaster and avoid costly downtime, lost revenue, frustrated customers, and more

Read More

img-resource-33-managed-IT-improves

E-guide

Managed IT improves results and lowers costs

Get a detailed breakdown of how managed IT improves organizational performance and benefits your balance sheet

Read More

img-resource-21-RIAworkspace-cloud-desktop-brochure

Brocure

RIA WorkSpace — Cloud desktop brochure

Being able to access your desktop systems, software, and files, anywhere, anytime helps your workers be more productive and efficient

Read More

img-resource-22-RIAworkspace-disaster-recovery

Brochure

RIA WorkSpace — Disaster Recovery

Learn how the cloud desktop can quickly and reliably restore your data and infrastructure after any downtime event

Read More

img-resource-23-RIAworkspace-data-centers

Brochure

RIA WorkSpace — Data Centers

Off-site, secure, class A data centers mean your digital assets and operations are never at risk

Read More