Get Your Own Personal IT Team

IT for RIAs and CFPs

They Sell $$$ Tech. We Help You Integrate IT.

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. 

  • Learn how to give your clients the “Amazon” experience 
  • Be prepared for audits 
  • Increase efficiency to gain more market share 
  • Improve process to shift focus back to clients

Receive the Best Customer Service

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. 

  • Protect and Recover Data. Our team manages vital behind-the-scenes work. You likely have anti-virus software. But what about patching? What about PC monitoring and regular log checks? Don’t worry. We take care of the unpleasant tasks every week. 
  • Minimize Downtime. When we notice a repeat issue, we’ll fix the root cause. 
  • Reduce headaches. Most of the time, we can remote into your PC saving you hours. However, our local team is ready to be onsite when needed. 
Chris Meacham, Virtual CIO for Manufacturing Companies in CT

How Safe Is Your Client Data?

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. 

  • Multi-Factor-Authentication (best practices and ease of use)
  • One password solution 
  • Anti-virus software
  • Patching 
  • Email spam filters and policies 
  • Ransomware protection
  • Zero-trust policies 
  • Security training 
  • Disaster recovery 

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