RIA WorkSpace

IT management today has very efficient tools that let us manage everything remotely. That includes managing onsite servers, network hardware, and individual devices. You may have experience with an IT technician remotely accessing your device to help you troubleshoot a problem. Just like that technology, IT professionals can access everything they need to access with these remote tools.  https://lnkd.in/gJ8yDp8B

Check out the success story of a growing RIA's IT transformation with RIA WorkSpace. From poor customer service and disorganized IT to streamlined processes, improved security, and efficient document management with SharePoint, explore the journey to IT freedom for the Director of Operations and 13 employees. https://lnkd.in/gyQ_Dz8P

Thinking about switching to Macs but worried about compatibility with financial advisor software? Here’s the good news: Macs work seamlessly with Microsoft Office and most financial applications—without needing to turn them into "dumb terminals." With the right IT setup, you can stay secure, productive, and fully integrated. Curious how? Check out the latest episode of RIA Tech Talk for all the details https://lnkd.in/d9bw5BTY

Are you renting your IT hardware? It might be costing your RIA more than you think! In our latest episode of the RIA Tech Talk podcast, we dive deep into the real cost of renting versus owning your IT hardware. Tune in as we explore: ·      What Hardware as a Service (HaaS) is and why it’s promoted ·      The hidden costs and downsides of renting IT equipment ·      The long-term benefits of owning your IT hardware https://lnkd.in/gHxEy4wU

Microsoft 365 Business Basic vs Microsoft 365 E5. Do you know which one is best for your RIA?  https://lnkd.in/gsrV76YS

Data security is crucial for RIAs. Ensure your CRM software offers robust security features and complies with industry regulations. What security measures does your current CRM provide?  https://lnkd.in/g3WmtZAa

Case Study: Meet this RIA with 13 employees and multiple locations. They came to us because their Director of Operations was spending far to much time managing IT and their IT provider. IT was time for a change.  https://lnkd.in/gyQ_Dz8P

Starting a new RIA? Worried about feature parity and remote work dynamics? Discover how RIA WorkSpace helped a budding firm achieve its goals with tailored IT solutions, surpassing expectations with advanced security measures and seamless collaboration tools. https://lnkd.in/gaW2gyNp

Aside from a technician being physically present, someone who provides on-site support can’t really offer any service that a remote IT provider can’t. Keep in mind that even if the firm is 5-minutes away, they know that they can resolve your issue quicker remotely then to visit your office to fix it. And if they do come to your office to fix it, not only would it likely take longer because of travel time, but they may just use the same tools that a remote team would.  https://lnkd.in/gJ8yDp8B

If your IT is disorganized and inefficient, you aren't getting the IT features you want and need, you're not confident about your IT compliance, PLUS you're spending alot of time managing your IT service provider, it's clearly time for a change. That's the story of this RIA and why they started working with us.  https://lnkd.in/gyQ_Dz8P