IT for RIAs and CFPs
Let’s face it…software vendors want to sell their product. That’s why you need an unbiased advocate who understands the unique challenges of your investment business.
You may have purchased the most common RIA technology tools, such as eMoney, Redtail, and ClientWorks. However, you need the right integration strategy to capitalize on your technology.
As part of your personal IT team, you’ll have access to our virtual CIO. We strategize process and technology for you similarly to how you strategize financial security for your clients.
Meet with us twice a year or every quarter. You choose where you want to go.
When you call our helpdesk, a smiling human being answers the phone. In a short period of time, you’ll build a relationship with our helpdesk team. They’ll get to know your business, but they also get to know your team.
Most fixes are quick. However, rest assured. If it takes a little longer, we keep you in the loop until the issue is resolved.
We could all do more to protect our clients’ data. But there are only so many hours in a day. As your personal IT team, we’ll work with you to make sure you’re compliant.
Be proactive to avoid being reactive. Then prepare for the worst-case scenario to minimize downtime and protect your assets.
We use these tools to upgrade your cybersecurity.