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 work with RIA WorkSpace
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 clients is assigned a dedicated team of financial-industry IT experts, working as a trusted partner who prioritizes your needs.
Since 2007, small- and mid-sized RIA and financial advisory firms have trusted RIA WorkSpace with their enterprise-class security, cloud, and managed IT solutions. With RIA WorkSpace, you 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.
Access to a team of friendly IT professionals specialized in technology solutions for wealth management
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
Making the change to a
true IT partner is easy
We tailor our services to your exact needs.
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.
SCHEDULE YOUR 30-MINUTE DISCOVERY CALL
See what our clients have to say
The best technology investment we ever made
The best technology investment we ever made was bringing in an IT Partner dedicated to the needs of a regulated investment firm. Chicago-based RIA Workspace has been a phenomenal partner for us. The firm built out a full custom Microsoft Cloud environment ensuring we get the most out of all the different software we use, and collaborates with our outside counsel to implement, test, and document a first-class cyber security program across all our hardware and software.
Christopher Davis, Hudson Value PartnersFeatured in Investment News Magazine
You actually understand our issues and are responsive
What I like best is your knowledge and response level. The biggest benefit for us is that we feel you actually understand our issues and are responsive. We don’t ever feel as if we have asked a dumb question.
Dee Dee SilversteinNew Vernon Wealth Management
You fix it in no time flat
Everyone is really helpful and has gotten to know us well. Each time something breaks, or isn’t working … you fix it in no time flat. The biggest benefit for us is not having to hire someone in our office when we don’t need someone every single day.
Larry LevinTrading Advantage
Very responsive, very knowledgeable
Excellent tech people, very responsive, very knowledgeable. Quick response time. Multiple tech people available if needed for specific tasks. Very friendly and knowledgeable.
Marty YoumaraSF Investments
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Start getting the most from Microsoft 365 by accessing these overlooked features
Most RIA firms with Microsoft 365 subscriptions are making three mistakes:
- 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.
Our podcast walks you through the most commonly overlooked and underutilized tools in Microsoft 365, with a special emphasis on creating seamless technology solutions for RIA productivity and security
LISTEN TO THE RIA PODCAST