Eliminate your IT headaches with specialized IT solutions for your RIA
Find out what enterprise-class security, a seamless platform, strategic IT consulting, and fast support could do for your RIA
Eliminate IT Headaches
Maximize Security
Improve Employee Productivity
Have you been frustrated
with IT providers who:
- Don’t respond in a timely manner?
- Don’t fix problems the first time?
- Overpromise and underdeliver?
- Leave you at risk of irreparable financial and reputational damage?
- Don’t understand the unique cybersecurity and IT compliance challenges of your RIA or financial advisory firm?
- Don’t keep up with your growth?
Why choose RIA WorkSpace as your technology partner?
We understand the RIA niche. Our competition does not.
Security, productivity, and IT compliance are paramount for your RIA regardless of its size. With significant sums at stake, your time is highly valuable and downtime is unacceptable. That’s why each of our wealth management firm clients is assigned a dedicated team of financial-industry IT experts, working as a trusted partner who prioritizes your needs.
Since 2007, RIA and financial advisory firms have trusted RIA WorkSpace for enterprise-class security, cloud, and managed IT solutions. We provide comprehensive IT support for small and medium-sized RIA and financial advisory firms to ensure your operations run flawlessly. With RIA WorkSpace, you also get the RIA WorkSpace Platform powered by Microsoft, designed specifically for wealth management. Improve the reliability, performance, and security of your IT systems and boost your productivity.
What you get when you work with us:
Access to a team of friendly IT professionals highly familiar with wealth management technology solutions
A cloud platform powered by Microsoft, built specifically for RIA productivity and security
24/7 monitoring and unlimited support
Solutions customized to your RIA or financial advisory firm, no matter its size
Our Managed IT and Cloud Platform powered by Microsoft
includes custom configurations for the specific needs of financial advisors.
Managed IT Services
Cloud Services
Cybersecurity
Business Continuity
IT Compliance
Frequently asked questions
We exclusively serve the wealth management industry, which means our solutions are custom-built to meet your specific regulatory and operational needs better than a general IT provider.
Absolutely. Our experienced team brings deep experience in managing, supporting, and integrating the industry's leading wealth management applications and tech stacks.
Your data is never lost. We implement automated 7-year file retention and disaster recovery plans that align with FINRA and SEC requirements to ensure your business operations can be restored swiftly and securely from the cloud.
We provide guaranteed response times and an assigned team to manage your requests, delivering proactive IT support for small and medium-sized RIA and financial advisory firms that keeps your team productive.
Yes. We include comprehensive backups as a standard feature, ensuring you have reliable 7-year file retention and disaster recovery plans that align with FINRA and SEC requirements without needing to purchase expensive third-party add-ons.
General MSPs lack deep financial industry regulatory knowledge. As the best IT partner for small and midsized RIAs, we understand the nuances of compliance, saving you time and drastically reducing your firm's liability.
Not at all. We use a highly efficient, proven onboarding process that minimizes disruption, giving you immediate access to seamless IT support for small and medium-sized RIA and financial advisory firms.
Making the change to a
true IT partner is easy
Get in touch and let’s discuss how technology can better serve your business.
1
Discovery call
Tell us your technology goals and struggles in an initial conversation. We’ve been providing specialized technology solutions for RIAs and financial advisors since 2007. We understand your challenges and will answer your questions.
2
Strategic technology plan
We assess your current infrastructure and develop a roadmap to make it more efficient, reliable, and secure. You can hire us to execute this plan or implement it on your own.
3
Onboarding and progress
We have an efficient and proven transition process. Your new dedicated IT team will start implementing changes on a priority basis with immediate benefits and minimal disruption.
Start getting the most from Microsoft 365 by accessing these overlooked features
- They are using only a small fraction of its features.
- They are wasting money on third-party tools that are already in Microsoft 365.
- The third-party tools are inferior and don’t meet the security needs of an RIA firm.
Does your RIA need support for your tech stack?
We know the tools that matter most to the wealth management industry. Having the right tech stack to support your RIA doesn’t have to be complicated.
- Secure, unified access with single sign‑on (SSO) and role‑based permissions
- Faster, more reliable connections to your critical applications
- Consistent user experience across devices and locations
- Compliance‑ready security built into every login and workflow