img-featured-setting-the-2021

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

Read More

img-Featured-RIA-Cybersecurity-Essentials-Checklist

Guide

RIA Cybersecurity Essentials Checklist

Use this checklist to ensure you’re accounting for privacy concerns, compliance issues, and the policies and procedures critical to maintaining a secure RIA and a culture of cybersecurity.

Read More

img-blog-MS-365-10

Blog

RIA Tech Trend: Paperless onboarding

There are many ways for RIAs to go paperless these days, one of which is paperless onboarding. This technology aims to improve the way RIA firms collect and use data from new clients.

Read More

img-blog-MS-365-04

Blog

How to secure your RIA firm’s Microsoft 365 environment

RIAs are highly entrusted and work with sensitive and personal client information on a daily basis, so it’s crucial that they use secure solutions to process and store this data. Fortunately, most RIA

Read More

img-blog-Security-Compliance-11

Blog

How RIAs can secure access to web-based applications

Today’s RIAs are always on the go, so it’s no surprise that more and more RIA firms are relying on the cloud to stay in touch with clients, store data, and run business applications.

Read More

img-blog-Back-to-office-help-desk-VoIP-21

Blog

Does your RIA have a hybrid work environment? Make sure it’s secure

Remote working has proven to be invaluable in maintaining day-to-day operations during the pandemic, but many RIA practices are now y

Read More

img-featured-cryptocurrency-multiplier-scam-of-the-month

Blog

Cryptocurrency Multiplier – SCAM OF THE MONTH

Tyler was fascinated with the huge rise in bitcoin and other cryptocurrencies. He's recently been using his phone application to invest

Read More

img-featured-educating-kids-on-cybersecurity

Blog

Educating kids on cybersecurity

It’s never too early to start educating our youth on cybersecurity threats. If they are old enough to pick up a tablet or play with our devices

Read More

img-feature-cryptocurrency-investment-scams

Blog

Cryptocurrency Investment Scams

Cryptocurrency, also known as Crypto, is a digital currency that can be exchanged online for goods and services.

Read More

2367867448

Blog

Many RIAs fail to backup SharePoint. Change that with these tips.

Backing up SharePoint is a necessity to protect RIA firms from the risk of data loss. However, many RIAs don’t do regular or complete backups

Read More

1785478630

Blog

What are the IT costs for new RIA firms?

Managing the costs involved in starting your own RIA practice can be overwhelming. The toughest part is not knowing whether you’re

Read More

img-managed-it-iStock-532120766

Blog

Creating a breakaway RIA? Keep these IT tips in mind

Here’s the scenario: you’ve worked your tail off as a RIA, and you’ve come to the point where you feel the need to move on to bigger things.

Read More

img-security-iStock-879879058

Blog

Can your RIA lower cybersecurity insurance costs with advanced security and employee training?

In the face of rising cyberthreats, more and more RIAs are looking at cybersecurity insurance to protect them in the event of an attack.

Read More

img-feature-proper-device-disposal

Blog

Proper Device Disposal - SCAM OF THE MONTH

Diego is trying to upgrade his laptop which meant getting rid of his old laptop. Diego bought this laptop himself a few years ago and used it for work from home

Read More

1509895884

Blog

Look to Microsoft Defender for endpoint protection at your RIA

RIAs deal with such highly sensitive information that they cannot rely on just basic data protection for their network

Read More

img-cover-thumbnail-how-to-bookmark-important-content-in-microsoft-teams-chats

Video

How to Bookmark Important Content in Microsoft Teams Chats

The Microsoft Teams Chat app is great for sharing information and messaging your colleagues. But its easy for information to get lost in a

Read More

4127645921

Blog

The cost of a ransomware breach at your RIA

A breach or ransomware attach at your RIA will result in a cost to many different sides of your business. There are some obvious impacts, but there are also some often overlooked areas that you should be aware of.

Read More

Travel-Wi-Fi-Scam-of-the-Month-Banner

Blog

Man-in-the-Middle Attack – SCAM OF THE MONTH

Mina was traveling abroad and enjoying a life-changing cultural experience. She was always on the go, taking in

Read More

Blog-Img-Tips-Goals-Checklists_iStock-1127307386

Blog

Improving RIA compliance with Microsoft Compliance Manager

Not all RIA firms have the labor force and resources to focus solely on compliance like large corporations do.

Read More

img_Security_iStock-459434713

Blog

What is endpoint security and is your RIA on top of it?

Cybersecurity is critical for modern organizations but even more so for RIAs and other financial services providers

Read More

2078425470

Blog

Securing your RIA’s cloud apps

Are you aware of all the devices, apps, and other technology your staff use for work?

Read More

Microsoft-365-E5-provides-Identity-Protection-for-your-RIA

Blog

Microsoft 365 E5 provides Identity Protection for your RIA

The vast majority of security breaches today occur when attackers gain access to an IT environment using stolen identities or accounts.

Read More

Protecting-your-data-when-a-RIA-departs-the-company

Blog

Protecting your data when a RIA departs the company

When employees leave, they are required to return all the company-issued items in their possession. These include all the data they had access to in the course of their tenure.

Read More

Img-featured-vaccine-schedulers-scam-of-the-month-r1

Blog

Vaccine schedulers – SCAM OF THE MONTH

Each month, we highlight REAL examples of tactics criminals are using RIGHT NOW to take advantage of you and your colleagues. We hope this will better prepare you when the next scam hits.

Read More

1005176008

Blog

Check your RIA’s Cloud Security Score

As a registered investment adviser (RIA), you must protect the data and privacy of your clients.

Read More

2334377429

Blog

Staying SEC-compliant with Microsoft’s email archiving

SEC compliance is a critical aspect of any RIA practice in the United States.

Read More

img-featured-cant-view-the-content

Blog

“Can’t view the content? Please click Enable Editing.” SCAM OF THE MONTH

Each month, we highlight REAL examples of tactics criminals are using RIGHT NOW to take advantage of you and your colleagues. We hope this will better prepare you when the next scam hits.

Read More

img-managed-it-iStock-515912392

Blog

Is your RIA setting up a satellite office? Here are some IT tips you need to know

Remote working is a rising trend in the US RIA industry today. Many financial services and investment management companies are growing or expanding their operations or staff are permanently looking to work from home.

Read More

3245411838

Blog

Comparing Microsoft Azure and Amazon WorkSpaces for RIAs

RIAs benefit greatly from a reliable cloud infrastructure. It gives your RIA the flexibility and security you need to be successful and compliant. Microsoft has long been the industry standard - and for good reason. Azure is packed with features and security that RIAs demand.

Read More

3671196903

Blog

Real-time collaboration with Microsoft 365

In the RIA industry, effective team collaboration dictates success. Teams that work well together are more productive and profitable than lone wolves and fragmented squads. Working with tools that facilitate effective collaboration help maintain high levels of work quality and customer service.

Read More

892

Blog

IM archiving and compliance tips for RIAs

Today’s RIAs are always on the go, so they rely more than ever on the convenience of chat apps to stay in touch with clients and colleagues. This is critical because sometimes responding in a timely manner spells the difference between investment success and failure.

Read More

773

Blog

Should your RIA migrate away from Dropbox?

Dropbox is a popular file hosting service for personal users, but as with any freemium cloud service, it has also become a popular storage option for businesses.

Read More

Blog-Img-Office-Cloud_iStock-502688653-1

Blog

Microsoft Data Loss Prevention tools for RIAs

Microsoft provides a host of productivity and data management solutions for RIAs.

Read More

img-Hiring-an-IT-Services-Company-for-your-RIA

Blog

Hiring an IT Services Company for your RIA? Here are the things you should know.

Whether you’re negotiating a contract renewal for your current IT services company

Read More

img-thumbnail-email-encryption

Video

Microsoft Office 365 encryption for RIAs

How to send an encrypted email. Opening an encrypted email.

Watch Now

img-featured-the-5-minute

Scorecard

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

3757637726

Blog

Which is the best password manager for an RIA?

RIAs deal with highly sensitive information. This means that every measure must be taken to ensure that sensitive data is never stolen, lost, or leaked, including creating passwords for the various accounts RIAs use.

Read More

OneDrive-and-SharePoint-for-RIAs

Blog

OneDrive and SharePoint for RIAs: Which one to use?

File management solutions are a must for RIA firms, especially given the scope and sensitivity of the information you handle.

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-blog-whats-your-ria-cloud-security-score-02

Podcast

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.

Listen Now

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

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

Brochure

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