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  • Managing texting risks for RIAs and financial advisors

    Managing texting risks for RIAs and financial advisors

    Texting has become a common way to communicate in nearly every aspect of life. It’s no different for registered investment advisory (RIA) and financial advisory firms. Employees often find texting to be the fastest way to connect with clients, answer questions, or share updates. But while texting is quick and convenient, it can also open the door to risks such as data breaches, compliance violations, and regulatory fines.

    Finding the right balance between staying connected and staying compliant is critical for RIAs and financial advisors. 

    The risks of unregulated texting in RIA firms

    Texting might seem harmless, but without proper oversight and controls, it can expose your firm to:

    Data security vulnerabilities

    What happens if an employee’s phone is lost or stolen, and it contains sensitive client information? Or, what if an unsecured text message is intercepted? These scenarios can lead to serious data breaches, putting both your firm and clients at risk.

    Legal and reputational risks

    Text messages can be easily forwarded and shared, making it difficult to control the dissemination of information. This increases the risk of compliance violations, such as sharing confidential or misleading information with clients.

    Additionally, if a client’s personal or financial information is compromised through texting, it can damage your firm’s reputation and lead to legal consequences.

    Compliance violations and fines

    The financial industry operates under strict recordkeeping requirements from regulatory bodies such as the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Text messages are considered electronic communications and must be retained for compliance purposes. Failing to do so can result in regulatory fines and penalties.

    Risk of using personal devices

    The use of personal devices for business communication adds another layer of complexity. Monitoring, archiving, and retrieving text messages from employees’ personal phones can be difficult and time-consuming. It also blurs the line between personal and business communication, making it challenging to enforce compliance policies and procedures.

    Best practices for secure and compliant texting in RIA firms

    To effectively manage texting risks, your RIA or financial advisory firm should follow these best practices:

    Create clear policies

    Develop clear guidelines on when and how texting can be used. Make sure all employees understand and adhere to these rules to maintain compliance and professionalism. 

    Use approved platforms

    Implement a company-approved texting platform for business communication. This allows for better control and monitoring of text messages, ensuring compliance with recordkeeping requirements.

    Conduct employee training and ensure accountability

    It’s one thing to have rules, and it’s another to ensure they’re followed. Regular training sessions can help employees understand the risks and how to stay compliant. Plus, keeping training up to date ensures you’re ready for new challenges as they arise.

    Enable monitoring and archiving

    Set your team up for success with tools that allow you to monitor and archive texts without crossing privacy lines. For example, Microsoft solutions make it simple to stay on top of regulatory requirements.

    Explore alternatives to texting

    Sometimes, texting isn’t the best option. Encourage your team to use secure collaboration tools such as Microsoft Teams or encrypted client portals. They’re just as fast, but far more secure.

    How MSPs can help manage texting risks for RIA firms

    Managed IT services providers (MSPs), such as RIA WorkSpace, are experts in implementing and maintaining secure technology solutions for financial firms. MSPs can help your RIA or financial advisory firm manage texting risks by:

    • Assessing your current texting policies and identifying potential vulnerabilities
    • Implementing secure platforms and tools for compliant communication
    • Providing training and support to ensure compliance with regulatory requirements
    • Helping monitor and archive text messages for recordkeeping purposes

    By partnering with an MSP, you can ensure that your firm stays connected with clients while also mitigating potential risks associated with texting.

    Related reading: Why an assigned IT team is key to your RIA’s success

    Texting can be a great tool for staying connected with your clients, but it’s not without its risks. By using secure platforms, setting clear policies, and leaning on experts when needed, you can stay compliant and maintain the trust of your clients. So, before you hit send on that next text, make sure you’re taking the necessary steps to protect yourself and your clients.


    CalI RIA WorkSpace today to learn more about how we can help secure your business communications and overall operations.

  • Copilot Pro vs. Microsoft 365 Copilot: Which AI assistant is right for you?

    Copilot Pro vs. Microsoft 365 Copilot: Which AI assistant is right for you?

    Copilot Pro and Microsoft 365 Copilot are two cutting-edge artificial intelligence (AI) assistants that are shaping the future of work by streamlining tasks and boosting productivity. In this blog post, we’ll delve into their features, benefits, and limitations to help you choose the right AI assistant for your business’s needs.

    What is Microsoft Copilot?

    Microsoft Copilot is a free AI tool that enhances user experiences on Windows 10 and 11 by automating tasks in system apps such as Photos and Snipping Tool. It’s also available as a mobile app and web-based tool for generating images, writing content, or conducting quick research.

    The free version of Microsoft Copilot includes features such as:

    • Access to GPT-4 and GPT-4 Turbo during nonpeak hours
    • Use of pictures, voice, and text for conversational searches
    • AI image generation, up to 15 daily boosts
    • Specialized GPTs such as Cooking Assistant and Vacation Planner

    Unfortunately, the free version doesn’t integrate with Microsoft 365 apps, such as Word, PowerPoint, or Outlook, limiting its usefulness for business tasks.

    What is Copilot Pro?

    Introduced in early 2024, Copilot Pro builds on the free version by expanding its capabilities for users subscribed to the Microsoft 365 Family and Personal plans. It’s ideal for those seeking enhanced AI tools for writing, coding, and image creation.

    Key features of Copilot Pro include:

    • Enhanced access to GPT models – available during peak hours with up to 100 daily boosts for image creation
    • 365 app integration – assists with tasks performed in Microsoft 365 apps, such as summarizing email threads in Outlook, comparing documents in Word, and simplifying data analysis in Excel
    • Custom GPT creation – allows users to create personalized AI assistants with simple prompts

    Copilot Pro is easy to deploy, even for those who do not have advanced technical skills. However, it doesn’t integrate with Teams, making it less suitable for businesses needing team collaboration tools.

    What is Microsoft 365 Copilot?

    Microsoft 365 Copilot offers comprehensive integration with productivity apps and organizational data through Microsoft Graph, enabling team collaboration and automation at an enterprise level.

    The following are some of the features of Microsoft 365 Copilot:

    • Email and meeting summaries – summarizes emails in Teams and Outlook and extracts key points from meetings
    • Document and presentation creation – streamlines drafting Word documents and designing PowerPoint presentations
    • Graph-grounded chat – synchronizes apps and data for seamless project updates and workflow management
    • Security and compliance – ensures data safety with advanced security features and General Data Protection Regulation (GDPR) compliance
    • Copilot Studio – enables businesses to create custom GPTs, automate workflows, and pull information from multiple sources

    This tool is available as an add-on for Microsoft 365 Business and Enterprise plans, making it a better fit for organizations looking to enhance productivity across teams.

    Choosing the right AI assistant

    To determine the best AI assistant for your needs, consider the following factors:

    User role and needs
    If you’re an individual or a freelancer, Copilot Pro can be a valuable tool for boosting personal productivity. It can help you with tasks such as creating content, coding, or designing presentations. If you’re a business owner or leader looking to streamline team workflows, manage projects, and boost overall organizational productivity, Microsoft 365 Copilot is a better fit.

    Integration needs
    If you need deep integration with Teams, Microsoft Graph, and all 365 apps, Microsoft 365 Copilot is the way to go. However, if you only require integration with Word, Excel, and PowerPoint, Copilot Pro will suffice.

    Customization options
    Microsoft 365 Copilot offers advanced customization options for developing organization-specific GPTs and workflows. Copilot Pro provides more basic customization options.

    Security and compliance
    Microsoft 365 Copilot offers enterprise-grade security features and compliance with GDPR and other regulatory standards, making it a safer choice for handling sensitive business data. In contrast, Copilot Pro provides standard security measures suitable for individual users.

    Technical expertise
    Copilot Pro doesn’t require extensive technical knowledge to set up and use. Microsoft 365 Copilot, on the other hand, requires more advanced configuration and technical expertise.

    Budget
    Copilot Pro is affordable for personal use at $19 per month with no annual commitment. Microsoft 365 Copilot, costing $296 annually per user, is better suited for businesses that can justify the investment.

    By carefully considering your specific needs, you can choose the right AI assistant. If you need more help, our IT experts can provide personalized guidance in choosing and implementing the best solution for your specific needs.

    Published with permission from TechAdvisory.org. Source.

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  • Own Your IT Hardware: A Smarter Choice for RIAs

    Own Your IT Hardware: A Smarter Choice for RIAs

    When it comes to managing your RIA’s IT infrastructure, one question can make a significant financial and operational impact: Should you own your IT hardware, or should you rent it through your IT provider? While renting—sometimes referred to as hardware-as-a-service (HaaS)—might sound convenient, it can cost your firm much more in the long run and come with unnecessary complications.

    Let’s break down the key considerations and best practices for owning IT hardware, tailored for RIAs and financial advisor firms with 5 to 25 employees.

    The Hidden Costs of Renting IT Hardware

    Some IT providers bundle hardware like network firewalls, switches, and wireless access points into their service agreements, offering them as part of a monthly subscription. While this may seem like a hassle-free solution, it often leads to:

    1. Excessive Costs: Renting IT hardware over a two- or three-year period can cost you two to five times the upfront price of purchasing the equipment. For example, hardware that costs $5,000 upfront may end up costing $15,000–$30,000 when rented over a multi-year agreement.
    2. Vendor Dependency: When hardware is owned by your IT provider, it can create complications if you decide to switch providers. In some cases, providers may even remove or disable their equipment, leaving you scrambling to replace it.
    3. Lock-In Contracts: Providers that rent hardware often require long-term contracts, locking you into a two-, three-, or even five-year commitment. This lack of flexibility can be a major obstacle if your needs change or the relationship with your provider doesn’t work out.

    Why Owning Your IT Hardware Makes Sense

    By owning your IT hardware, your firm can avoid unnecessary expenses, maintain flexibility, and retain control over its technology infrastructure. Here are the key benefits:

    1. Cost Savings: Purchasing hardware outright is almost always cheaper than renting it. For example, a one-time cost of $5,000 for a network firewall, switch, and wireless access point with a three-year subscription is far less than paying for bundled hardware over a multi-year period.
    2. Greater Independence: Owning your equipment ensures you’re not tied to a specific IT provider. If you need to switch providers, you won’t have to worry about losing access to your hardware or dealing with service disruptions.
    3. Long-Term Flexibility: When you own your IT hardware, you can upgrade it on your terms and choose the best equipment for your needs. You’re not locked into a specific vendor’s tech stack or timeline.
    4. Full Transparency: Buying your hardware provides clarity on costs. Instead of bundled agreements where service and hardware costs are combined, you’ll know exactly what you’re paying for.

    Best Practices for RIAs and Financial Advisors

    If you’re considering upgrading your IT infrastructure or starting a new provider relationship, keep these best practices in mind:

    1. Ask for Transparency: Request a breakdown of hardware and service costs if your provider offers a bundled package. This can help you identify how much you’re paying for the hardware versus the management and maintenance services.
    2. Purchase Instead of Rent: Insist on purchasing the recommended hardware yourself. Work with your IT provider to ensure the equipment is compatible with their systems and meets your needs.
    3. Plan for Upgrades: Network equipment typically lasts three to five years. By purchasing hardware with a three-year subscription for software and security updates, you’ll be covered for the lifecycle of the equipment.
    4. Focus on Value-Added Services: The real value of an IT provider is in managing, monitoring, and maintaining your infrastructure—not reselling or marking up hardware.

    The Bottom Line

    For RIAs, owning your IT hardware is not just a cost-saving measure—it’s a way to maintain control, flexibility, and independence. Renting hardware may seem convenient in the short term, but the long-term financial and operational drawbacks far outweigh the perceived benefits.

    Want to learn more about how to optimize your IT infrastructure? Listen to RIA Tech Talk Podcast Episode 18: Why Owning Your IT Hardware Could Save Your RIA Money 

  • Outdated Scanning Practices Are Putting Your Firm at Risk: Why It’s Time to Switch to Scan-to-SharePoint

    Outdated Scanning Practices Are Putting Your Firm at Risk: Why It’s Time to Switch to Scan-to-SharePoint

    As a Registered Investment Advisor (RIA) or financial advisory firm, you understand the importance of safeguarding sensitive client data. But what about the tools and processes your team uses every day? If your firm is still relying on the outdated scan-to-folder method for document scanning, you may be exposing your business to unnecessary risks.

    Here’s what you need to know about why scan-to-folder is a security liability and how transitioning to scan-to-SharePoint can protect your data while improving efficiency.

    The Problem with Scan-to-Folder

    Scan-to-folder is a method where documents are scanned directly to a shared folder on a local computer or server. While it’s a familiar process, it’s also inherently insecure. Here are some of the key risks:

    • Static Credentials: Scan-to-folder requires creating a dedicated user account with a fixed username and password. These credentials are rarely updated, making them an easy target for cybercriminals.
    • Firewall Vulnerabilities: To enable scanning, Windows Firewall is often disabled. This leaves your network exposed, making it easier for hackers to gain access.
    • Insecure Connections: The scan-to-folder method typically requires opening SMB sharing ports (e.g., port 445). These ports are often targeted by attackers, especially on older printers that don’t support modern security protocols.

     

    When these vulnerabilities are combined, they create an environment ripe for exploitation—one where a single weak point could lead to a costly data breach.

    Why Scan-to-SharePoint Is the Better Option

    Fortunately, there’s a more secure way to handle scanned documents: scan-to-SharePoint. This approach integrates with Microsoft SharePoint Online and uses secure, encrypted connections to ensure documents are transmitted safely. Here’s why this method is a game-changer:

    • Stronger Security: Scan-to-SharePoint eliminates the need for static credentials and doesn’t require disabling firewalls or opening insecure ports. It uses Microsoft’s secure channels and the latest encryption standards to protect your data.
    • Regulatory Compliance: As a financial advisory firm, you’re subject to strict regulatory requirements. Scan-to-SharePoint supports compliance by ensuring that documents are stored and transmitted securely.
    • Seamless Integration: SharePoint is already part of many firms’ Microsoft 365 environment. Scanning documents directly into SharePoint makes it easier to organize, access, and share files while maintaining robust security.

    Real Risks, Real Consequences

    Many firms are unaware of the risks associated with scan-to-folder—until it’s too late. One common issue occurs when a shared folder is configured incorrectly, creating a gap in your network’s security. Hackers can exploit these gaps to infiltrate your system, access sensitive information, or even disable your network.

    For RIAs and financial advisory firms, the stakes are high. A single breach could compromise client trust and lead to financial and reputational damage.

    Why This Matters for Your Firm

    Firms with 5 to 25 employees often operate with limited IT resources, meaning there’s little room for error. By transitioning to scan-to-SharePoint, you’re not only addressing a significant security gap but also investing in a smarter, more efficient way to handle your documents.

    Next Steps

    If your firm is still using scan-to-folder, it’s time to reevaluate your approach. Switching to scan-to-SharePoint is not only a best practice—it’s a necessity for protecting your clients, your data, and your business.

    Need help making the transition? At RIA WorkSpace, we specialize in helping financial advisory firms implement secure, efficient IT solutions tailored to their unique needs. Contact us today to learn more about how scan-to-SharePoint can work for your firm.

     

  • Integration Checklist for Your IT Provider: Optimizing Your RIA’s CRM and Email Setup with Redtail and Microsoft 365

    Integration Checklist for Your IT Provider: Optimizing Your RIA’s CRM and Email Setup with Redtail and Microsoft 365

    This checklist builds on the best practices shared in our blog, Optimizing Your RIA’s CRM and Email Integration: Best Practices with Redtail and Microsoft 365. Use it to support your integration process so you can maximize both platforms without security or compliance concerns. 

    Step 1: Preparation

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      Review your current email hosting setup (e.g., Redtail-hosted email) and compare it to the advantages of Microsoft 365, as discussed in the blog.
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      Assess your CRM usage and storage needs to determine the right integration approach.
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      Identify key team members who will use Redtail CRM and Microsoft 365 integration daily.

    Step 2: Transition Email Hosting to Microsoft 365

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      Set up Microsoft 365 accounts for all users, as recommended for better security and functionality.
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      Migrate your existing emails from Redtail or other providers to Microsoft 365.
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      Verify that no email history is lost during the migration, as explained in the blog.
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      Enable Multifactor Authentication (MFA) to protect Microsoft 365 accounts.

    Step 3: Integrate Microsoft 365 with Redtail CRM

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      Set up email journaling to ensure all communications are automatically recorded in Redtail.
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      Configure Redtail CRM to retrieve email history from Microsoft 365 instead of hosting emails directly.
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      Test the integration to confirm email history and communication records are accessible within Redtail CRM.

    Step 4: Implement Security Features

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      Activate Microsoft 365’s email encryption to secure sensitive communications, as highlighted in the blog.
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      Configure Data Loss Prevention (DLP) policies in Microsoft 365 to detect and protect sensitive client information.
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      Enable advanced security features like anti-phishing and malware protection in Microsoft 365.

    Step 5: Enable Single Sign-On (SSO)

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      Set up SSO between Microsoft 365 and Redtail CRM to streamline user login processes.
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      Test SSO to ensure seamless functionality, as discussed in the blog’s best practices section.
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      Provide team members with training on using SSO effectively.

    Step 6: Archive Emails and Maintain Compliance

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      Configure email archiving in Microsoft 365 for long-term storage and improved accessibility, as recommended.
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      Conduct regular audits of your email archive to ensure compliance with industry regulations.
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      Confirm that archived data is easily searchable and securely stored.

    Step 7: Train and Onboard Your Team

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      Host training sessions to educate team members on the benefits and usage of the integration.
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      Share tips from the blog, such as securely managing email and recognizing phishing attempts.
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      Assign a point of contact for troubleshooting and ongoing support.

    Step 8: Monitor and Optimize

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      Periodically review the integration’s performance and effectiveness.
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      Collect feedback from team members to identify areas for improvement.
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      Stay updated on new features and best practices from Microsoft 365 and Redtail CRM, as they evolve.

    Optional Enhancements

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      Explore third-party tools to enhance integration and automation between Redtail and Microsoft 365.
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      Set up workflows in Redtail CRM using triggers from email communications for better client follow-ups.

    By following this checklist and applying the insights from our blog, you’ll set up a secure, efficient, and scalable CRM and email integration. Need help getting started? Contact our team for personalized guidance.

  • Optimizing Your RIA’s CRM and Email Integration: Best Practices with Redtail and Microsoft 365

    Optimizing Your RIA’s CRM and Email Integration: Best Practices with Redtail and Microsoft 365

    Efficient client relationship management (CRM) and secure email hosting are crucial for Registered Investment Advisors (RIAs). Properly integrating Redtail CRM with Microsoft 365 can streamline operations, enhance security, and support your compliance efforts. Here are some best practices so your RIA can get these tools work seamlessly together. 

    Understanding Redtail CRM and Email Hosting

    Redtail CRM is a popular choice among RIAs for managing client relationships. However, many smaller RIAs also use Redtail for email hosting and document management, which might not be the best setup as they grow.

    • Redtail CRM is primarily designed as a CRM tool, not an email hosting service.
    • Microsoft 365 offers superior email hosting capabilities, including advanced security features like malware protection and phishing resistance.

    Best Practices for Email Integration

    1. Separate Email Hosting
    • Use Microsoft 365 for email hosting instead of Redtail. This setup provides better security and functionality.
    • Integration between Microsoft 365 and Redtail ensures that all client email history is accessible within Redtail without hosting emails there.
    2. Single Sign-On (SSO)
    • Implementing SSO with Microsoft 365 simplifies login processes, reducing the need to manage multiple passwords. It also enhances security by minimizing password reuse.
    3. Email Archiving
    • Use Microsoft 365 for email archiving, which is more efficient and cost-effective than using Redtail for archiving.
    • Set up journaling to ensure all email communications are recorded in Redtail, keeping client interactions organized and accessible.

    Common Misconceptions

    1. Fear of Losing Email History

    Moving email hosting to Microsoft 365 does not mean losing email history. Proper integration ensures that all historical data remains accessible in Redtail.

    2. Redtail Retriever and Zimbra Integrations

    Redtail Retriever and Zimbra are older methods for calendar and contact synchronization. Modern direct integrations with Microsoft 365 eliminate the need for these tools, making the process smoother and more efficient.

    Enhancing Security and Compliance

    1. Email Encryption

    Microsoft 365 offers robust email encryption, ensuring sensitive information is protected. Redtail’s secure email option is not equivalent to full encryption.

    2. Data Loss Prevention (DLP)

    DLP in Microsoft 365 automatically detects and encrypts sensitive information, providing an additional layer of security. This ensures compliance with industry regulations.

    Use Cases: Real Benefits in Action

    Let’s consider an example of a mid-sized RIA firm: 

    Challenge: They were using Redtail for both CRM and email hosting but faced issues with email security and archiving. 

    Solution: By transitioning to Microsoft 365 for email hosting and integrating it with Redtail CRM, they improved security, enabled SSO, and streamlined their email archiving. 

    Result: Enhanced operational efficiency and peace of mind, knowing their client communications were secure.

    Quick Tips for Optimizing Your Integration

    1. Enable Multifactor Authentication (MFA) for all Microsoft 365 accounts.
    2. Regularly audit your email archive for compliance purposes.
    3. Train your team on spotting phishing attempts and using secure email practices.

    Ready to Upgrade Your Tools and Support?

    Redtail CRM and Microsoft 365 are both great choices for an RIA or financial advisor.  When they work together seamlessly you’ll be more efficient and secure while getting the benefits from both systems. 

    Want to learn more? Check out our Redtail and Microsoft 365 Checklist or request a free quote to get started with RIA WorkSpace.

  • Guide to Macs for RIAs: Everything You Need to Know

    Guide to Macs for RIAs: Everything You Need to Know

    As a Registered Investment Advisor (RIA) or financial advisor, your choice of technology can have a significant impact on your productivity, security, and compliance. While PCs have long been the default option for many firms, more RIAs are asking: Can I run my business on Macs?

    The short answer: Yes, you can. Macs have come a long way in terms of compatibility, security, and usability in professional environments. This guide explores the benefits of Macs for RIAs, potential challenges, and how to make Macs work seamlessly in your office.

    Why RIAs Are Considering Macs

    Macs have always been known for their sleek design and user-friendly interface. But for years, their closed ecosystem made them a poor fit for financial professionals. Today, that’s no longer the case. Here’s why RIAs are rethinking Macs:

    • Improved Compatibility: Modern financial advisor software like Redtail, eMoney, and Orion works seamlessly on Macs.
    • Better Security: Macs have robust built-in security features that can be enhanced to meet compliance standards.
    • User Preference: Many RIA team members prefer the Mac operating system, citing its ease of use and aesthetics.

    Listen In: RIA Tech Talk Podcast: Macs for Financial Advisors: Can they meet your RIA’s needs?

    Key Benefits of Macs for RIAs

    1. Compatibility with Financial Applications
      Most financial advisor software is now web-based, meaning it works equally well on Macs and PCs. Tools like Microsoft Office 365 and Google Workspace are fully compatible with macOS, ensuring your team can collaborate effectively.
    2. Enhanced Security
      Macs are equipped with built-in security features, such as secure boot and FileVault encryption. With additional tools like Microsoft Defender for Endpoint, you can ensure compliance with regulatory requirements.
    3. Mixed Tech Environments
      It’s common for RIAs to have a mix of Macs and PCs in their office. With the right IT support, both systems can coexist, allowing team members to work on their preferred platform without compatibility issues.
    4. Seamless Integration with iPhones and iPads
      For RIAs already using iPhones and iPads, Macs integrate effortlessly into the Apple ecosystem, enabling secure access to files, email, and financial tools across devices.

    Potential Challenges with Macs

    1. IT Provider Support
      Not all IT providers are experienced in supporting Macs. It’s essential to work with a provider who understands macOS and its integration with financial software.
    2. Server-Based Applications
      Some older financial software requires a server-based setup, which may need specialized configurations to run on Macs.
    3. Cost
      Macs typically have a higher upfront cost compared to PCs. However, their longer lifespan and lower maintenance needs can offset this over time.

    How to Set Up Macs for Your RIA

    To ensure a smooth experience, here are some best practices for implementing Macs in your RIA:

    1. Invest in Proper IT Support
      Partner with an IT provider who has expertise in Macs and financial software. They can ensure your systems are secure, compliant, and productive.
    2. Use Native Applications
      Microsoft Office for Mac and other native applications work seamlessly on macOS, avoiding the need for virtual desktops or “dumb terminals.”
    3. Implement Security Measures
      • Enable encryption with FileVault.
      • Use endpoint security tools like Microsoft Defender.
      • Configure devices to meet IT compliance standards.
    4. Ensure Compatibility
      Test your financial software to confirm it works smoothly on Macs. Most web-based tools will have no issues.

    Making the Switch

    If you’re considering Macs for your RIA, start with a hybrid approach. Introduce Macs for team members who prefer them, while maintaining PCs for others. With the right IT setup, you can create a productive, secure, and compliant environment that works for everyone.

    Whether you’re a diehard Mac fan or just exploring your options, Macs can be a viable choice for your RIA. The key is working with an IT partner who knows how to support mixed environments and prioritize compliance.

    Need help with Macs at your RIA?  Schedule a discovery call today.

  • Why managed IT is the perfect holiday gift for your business

    Why managed IT is the perfect holiday gift for your business

    The holiday season brings both opportunities and challenges for businesses, with increased customer demand often paired with the risk of IT disruptions. Managed IT services provide the support needed to navigate these scenarios, keeping your operations running smoothly during this critical time. Let’s explore the basics of managed IT, its importance during the holidays, and how to select the right managed IT services provider (MSP) for your business.

    What are managed IT services?

    Managed IT services involve outsourcing your business’s technology needs to a dedicated team of IT experts who will monitor, maintain, and secure your IT systems to optimize performance. These professionals resolve technical issues, implement proactive cybersecurity measures, and manage your IT infrastructure so you can focus on achieving your business’s goals.

    Why are managed IT services essential during the holidays?

    Without proper IT support, the unique challenges the holiday season brings can frustrate customers, damage your reputation, and lead to lost revenue. An MSP can help you address the common issues that arise during the holidays, which include:

    • System overloads: Spikes in online traffic or transactions can overwhelm your infrastructure, causing slow performance, crashes, or downtime during critical sales periods.
    • Cybersecurity threats: Cybercriminals often take advantage of the increased online activity and distractions during the holidays to launch cyberattacks, such as phishing and ransomware, targeting vulnerabilities in systems and networks.
    • Limited resources: The holiday rush can leave your IT team stretched thin and unable to address IT emergencies promptly, which can lead to costly downtime and serious business disruptions.
    • Increased risk of data loss: The fast-paced and high-pressure environment of holiday operations can lead to increased chances of system failures and accidental data loss, particularly for businesses without robust backup and recovery plans in place.

    Key benefits of having managed IT services this holiday season

    Fortunately, for all the tech-related problems that come with the holidays, managed IT services can ensure you have a smooth holiday season, free from IT worries. With the right MSP, you can count on the following benefits:

    • Scalability: Managed IT services allow you to quickly scale up IT resources, such as server capacity and network bandwidth, to meet increased demand without investing in costly in-house infrastructure.
    • Simplified IT: With their expert IT support, MSPs can manage your IT infrastructure for you, alleviating the stress during this busy time so you can focus on your year-end business goals.
    • Enhanced cybersecurity: To counter the surge in holiday cyberthreats, MSPs offer robust protection such as regular updates to prevent vulnerabilities and constant monitoring to detect unauthorized activity. This helps keep your business and customers secure throughout the season.
    • Cost savings: Hiring and equipping a full-time IT team can be costly. MSPs provide access to a team of experienced IT professionals at a significantly lower cost. Additionally, with an MSP’s predictable monthly service fees, IT budgeting becomes more predictable, helping you avoid unexpected technology expenses during the holiday rush.
    • Business continuity: MSPs offer 24/7 monitoring to keep your systems running smoothly. They also help you create robust disaster recovery plans to minimize downtime in case of unexpected failures.

    How to select the right managed IT services provider

    Partnering with the right MSP is vital to experiencing smooth operations during the busy holiday season. When choosing an MSP, the first step is assessing the provider’s experience and proficiency in supporting businesses like yours, particularly during periods of high demand. It’s imperative to check that they offer tailored solutions and that their services can align with your specific business needs.

    You should also prioritize providers that deliver 24/7 support and quick issue resolution to minimize downtime. Additionally, inquire about their disaster recovery plans, cybersecurity measures, and ability to scale resources for holiday traffic. Lastly, consider their pricing structure to guarantee it fits your budget while still meeting your technology needs.

    Discover all the ways managed IT services can make a difference for your business, not just during the holidays, but all year round. Reach out to our experts today to explore tailored solutions for your needs!

    Published with permission from TechAdvisory.org. Source. 

  • Macs for Financial Advisors: Can They Meet Your RIA’s Needs? RIA Tech Talk Episode #19

    Macs for Financial Advisors: Can They Meet Your RIA’s Needs? RIA Tech Talk Episode #19

    In this episode of RIA Tech Talk, we tackle a question that’s been popping up more and more: Can an RIA run successfully on Macs? While many RIAs default to Windows for compatibility with financial software, there’s a growing interest in using Macs for their security features, user-friendly experience, and overall longevity.


    Listen To The Audio


    Read The Transcript

    Here are the highlights of this podcast episode:

    1. Why Some RIAs Hesitate to Use Macs

    Common concerns include compatibility with financial software and misconceptions about Macs’ security and functionality.

    2. Productivity and Software Compatibility

    For many RIAs, web-based tools like Google Workspace and Microsoft 365 work smoothly on Macs. With cloud solutions, critical applications like CRM and portfolio management run seamlessly, especially when using advanced tech that lets apps appear as native icons on Macs.

    For older or server-bound software (e.g., customized QuickBooks Enterprise), special setups like cloud servers with remote apps are required to make them accessible on Macs.

    Many RIAs use a combination of Macs and Windows computers without compatibility issues, especially with cloud-based applications.

    3. Benefits of Using Macs in an RIA

    Macs have built-in security features, including encryption and malware resistance. Many RIAs take additional steps like implementing Defender for Endpoint for added protection.

    Macs are valued for their intuitive interface and smooth user experience, which can reduce stress and boost productivity.  Although Macs may have a higher initial cost, their durability can mean a lower total cost over time.

    4. Finding Mac-Friendly IT Support

    It’s important to work with an IT provider experienced with Macs, as many IT providers are still primarily focused on Windows.

    Some firms use Macs for front-office tasks and Windows for back-office needs, allowing flexibility without compromising performance.  Macs integrate well with iPhones and iPads, enabling seamless access to RIA tools and files across devices.

    Listen To The Audio:

    Read The Transcript:

    Hello and welcome to the RIA Tech Talk Podcast brought to you by RIA Workspace. Space. I’m Todd Darroca and alongside me as always is David Kakish. And together, we’re on a mission to simplify the complex world of technology for RIAs just like yours. In the podcast, we’ll be your tech guides breaking down those often confusing tech topics into plain old practical terms. And so we hope you join us in each episode as we dive into the latest tech trends, share our expert insights, and help you navigate the ever changing world of RIA technology. Today, David, what is our focus today?

    Alright. Well, listen, Todd. Good to have you, and good to have the listener on. And today, we are gonna basically talk about, can I really run my RIA on MAX? We’re gonna you know, the title of this the title of today’s podcast is MAX for Financial Advisors.

    Can they meet your RIA’s needs? And I’m always surprised at how often I get that question, because I think there’s some you and I were kinda chit chatting a little bit before the podcast. There’s some historical context where Yeah. It was a it was a closed you know, Max, we’re a closed system.

    For many years, Macs did not work with financial advisor software. And then, I guess the other thing is, a lot of times when people say, oh, yeah. It works with Macs. It means it’s turning it into a dumb terminal, and it works with the Mac. Right?

    So for those of you that are Mac users or even if you’re not a Mac user and you wanna say, hey, can I really run a Mac, using Mac with my RIA?

    And can I be secured? Can I be productive? That is the question that we are gonna answer today. So that’s kind of what we’re gonna focus on.

    And so hopefully, at the end of this, David, people will be able to breathe a sigh of relief, hopefully.

    So before we get into that though so yeah.

    So tell me a little bit more about, you know, you hear this question a lot. And so why what’s what’s gonna add value to the RA who’s listening to us? Why is this important? What’s gonna do what’s this gonna do to help them do their jobs?

    Yeah. Yeah. Sure. So the typical RIA, think, you know, ten employees. Right? It’s almost always the case that there’s two people that are, like, diehard Mac users.

    They’re like, hey. I wanna use Macs. And then companies are like, no. We’re worried about security.

    We’re worried about IT compliance. We’re worried about you being productive and so on. And and also, hey. Our IT provider doesn’t support Macs and, you know, things of that sort.

    So it’s a pretty it’s a pretty big challenge for some RIAs. And, again, there there is some good historical context. By the end of this session, you’re gonna learn like, hey. Can my RIA use a Mac?

    Is it secure? Is it productive? Am I gonna have any compatibility problems? Right? And we’re not, you know, on we tend to be pretty agnostic.

    Again, neither Microsoft or Apple is paying us. I just wanna put that out there. You know?

    Wouldn’t that be cool if Apple did care about this? Like, here you go, David. Here’s a big check promoter. Yes.

    Yes. Yes. So quick disclaimer. Yes. Neither neither Microsoft or Apple is paying us. We’re pretty agnostic, and we’ll share about the we’ll share that.

    So I guess to kinda jump right on in, you know, why why are some RIAs hesitant to use Macs? And it’s a very, legitimate concerns because the concern is like, hey. Is it compatible with the financial software that we use?

    Is it secure?

    Will it integrate really well? And, you know, does things like that. So I I think to answer that question, I I first wanna talk about the productivity suite. And when I talk about the productivity suite, it’s basically saying, hey. Are you using Microsoft Office? Are you using, like, the Google Works space? Right?

    Lots of RIAs, I’d say over eighty percent of them are using the, Microsoft ecosystem. But just really quick, I’ll talk about the Google Workspace. It’s all it’s all a web based, platform by Google, so that’s gonna work really well out of Mac. Right? There’s no problem there. I’m really gonna focus on Microsoft Office because that’s the dominant player. That’s the player that we support.

    If Microsoft Office is set up correctly, it can work really well with your MacBook. Okay? And what I mean by that is, MacBook, Mac, really, you know, any Mac out there. And as a matter of fact, I would even go and say iPads and iPhones and things like that too.

    But just kinda focusing on the Mac, if you’re you’re you’re gonna be using and the Mac users know this. You’re gonna be using Office for Mac. You’re gonna be using Finder inside of which is equivalent to, like, file explorer, and that’s gonna work extremely well if it’s set up correctly, and it works really well with the Microsoft ecosystem. And as a matter of fact, if I’m not mistaken, Todd, you are a Mac user.

    Right? So you were you you recently switched, and you started using Office for Mac. Yeah. Yeah.

    How how was that experience? I guess, let me ask you that.

    It it was it’s good now. After I figured out how the desk to get the desktop app to, like, sync over and all that stuff, it’s fine. I think I I don’t like using the web based or the web browsers because it’s I have to open up a browser and then keep it up all the time. But, no, I think the desktop acts apps, and again, I remember Microsoft Office, you couldn’t get it for Mac. And again, this was when I was in college, you know, ten, fifteen, someone years ago.

    Yeah. You couldn’t do Office on a Mac until they finally gave you a CD to so, yeah, so far it’s good. Yeah. So far it’s pretty seamless. Nothing crazy. It does go to my phone and my iPad. So, yeah, it’s it’s pretty solid.

    Yeah. Listen, the quick the quick and by the way, I didn’t realize you’re that old. You used to use CDs. Some some of our younger listeners, they may not know what a CD is.

    Oh, yeah. I mean, I remember it came in this it came like a DVD case and it basically had like yellow lined paper as the cover. And it said Microsoft Word or Office Suite and it had the old logos when Apple used to make like these bubble letters or bubble icons. Oh, yeah. Yeah.

    Yeah. Yeah.

    Oh, yeah. And we got a discount at since I was in college, you got a discount, man. That was a huge discount, and it saved me some money. But, yeah, I remember that. I had to freaking get a separate CD, like, CD player.

    I don’t know what you call it now.

    But, yeah, CD ROM. CD ROM. Yeah.

    Yeah. Yeah. Yeah.

    Our our younger listeners don’t know what that is. But so so so anyways, you know and and also to be fair, there was a history of, like, Microsoft and Apple, you know, not working well together and stuff like that. Here’s the deal, and I’ll dive into the details.

    If Microsoft Office is set up correctly on your Mac, it works it works flawlessly. And as a matter of fact, I’m traveling, and today I am actually using my MacBook, to record this. And it works seamless. It works really well for me.

    So the, so I’m talking about the Office Suite. Office Suite for Mac works really well. You use finder. We have finders, you know, working with SharePoint.

    And again, on my computer, on my MacBook, I go to finder, open up the files. I work I do everything I need to. I use Word for Mac, Excel for Mac, you know, and so on. Now let’s talk about the financial applications like Orion, Redtail, eMoney, Advizon, you know, just, you know, all the different, financial applications that are specific to the RIAs.

    Most of these applications are actually web based, and so what we set up our clients with is single sign on for web based applications. And so you open up a browser and then you can access all these applications securely. And as a matter of fact, even if you did not have single sign on, you could still open up, you know, Safari or Chrome or whatever your preferred browser is and access those web based applications.

    Now let’s talk a little bit about server based applications, and that’s like a small minority of RIAs. There’s maybe less than twenty percent that are using server based applications, and there might be a business reason they’re using that. Right? They might be using, like, an older version of Juncture that has a lot of customization.

    They might be using, like, QuickBooks Enterprise, and they wanna run that, on a server based application.

    That actually what we do with our clients there, we set that up really well. We basically, will set up what’s called a cloud server and then a technology called remote app. And then if I were using a server based applications, again, think of QuickBooks, enterprise.

    I would just it would be an icon on my Mac. And as a matter of fact, if I use Windows, it would be just an icon on my Windows. I would click on it. I would work. From my perspective as a regular user, it would feel like I’m using a web based application even though on the back end it’s sitting on a server. Now to be fair, this isn’t something that you as an RIA would know how to do. It would require somebody that knows what we’re doing.

    And I’d even say that most most even IT providers don’t even know how to set that up the right way. But, anyways, a small percentage of RIAs are using server based applications. And even if you are using a server based application, it will it will work really well with your Mac, because of the way that we set that up. So I wanna I wanna recap something very importantly. The this the the the platform that our clients are using, which is powered by Microsoft Office, Microsoft three sixty five, works incredibly well incredibly well on the Macs.

    It works natively.

    You use Office for Macs. You use Finder, and it’s all, native. You do not need to use something called parallels. You do not need to use a virtual computer.

    You don’t need to use a virtual desktop. You don’t need to use a cloud computer or terminal services or Citrix. You can, but if those solutions turn your back book into a dumb terminal and so, you know, many times IT providers will say, oh, yeah. You know, our solution will work really well with the Mac.

    You wanna say, well, how would I use that back? Can I open up Office for, Mac and work? If not, you’re essentially turned your MacBook into a dumb terminal or you turned it into a Windows computer. And if that’s the case, you might as well just go out and buy a cheap Windows computer and use it that way.

    And so the benefit of this platform in working inside of a Mac environment is you get the Mac operating system. Right? You want that that look and feel and the experience of a Mac, and it’s totally different than Windows. And, you know, honestly, at the end of the day, I’m pretty indifferent whether, you know, people get into the, you know, Mac versus Windows, and I go, listen.

    Oh, yeah. You can use both. Right? I mean, you can use both, and that’s okay.

    It doesn’t matter. And I’m the classic example. Right? I’m the strange guy, but four days a week, I use Windows, and then one day a week, I use a Mac book.

    So so I wanted I wanted to emphasize that because for the Mac users that are out there, they know exactly what I’m talking about about using the native applications within the Mac and not turning it into an empty shell or a dump terminal or a dump computer, you know, as as, we see out there. So, anyways, Todd, I wanted to give some context. I don’t know if you wanted to add anything else or if you had some questions for me about that.

    No. I’m just I’m agreeing with you on the interface and how I like to have it natively on the Mac. Yeah. I could you know, I like sometimes I’ll do on a PC, but there is something about the Mac, operating system and just how it looks, you know, interface wise that I just it’s it makes me less anxious.

    So I don’t know if that makes any sense. But yeah. No. I totally get what you’re saying, so I totally agree.

    Yeah. Well and then and then here’s the deal. Like I said earlier in the call, like, you’ll take a company with ten employees, an RIA with ten employees. I am positive that there are two of them that are diehard Mac lovers and Mac users, and they wanna use the you know, that Mac MacBook.

    And and the answer to that, that’s cool. You know, you could and by the way, I should say this. That’s very typical. You’ll have ten employees, and two of them are using MacBooks, and then everybody else is using Windows.

    It’s okay. You can mix and match. You don’t have to buy a MacBook for everybody, you know, if you don’t want to.

    Sure. Sure.

    So let’s talk about the security advantages and other benefits, of using Macs in an RIA. Let’s let’s dive in there.

    Yeah. So I think I think the user experience and ease of use, right, the people that are very familiar with the Mac, that’s a huge benefit for them. Right? Like, that’s what they want.

    They want the Mac experience. They wanna be able to use that. You know, the total cost of ownership. Right?

    You can debate, well, you know, a Mac is more expensive, but it lasts longer versus a Windows. And I’m not gonna get into that because people can do the numbers really. You know? Financial advisers are smarter at money than me, so they can they they can run those numbers, and that’s okay.

    Just just like I said before, don’t lease or, you know, don’t rent, hardware. You know? But that’s a separate topic altogether.

    You know, some security advantages. There are there is some really great built in security features, from Apple, but we still take that above and beyond. So we wanna make sure that there’s encryption on these MacBooks. We wanna make sure we have the security wrap around, you know, what’s something called Defender for endpoint.

    So we go ahead and, you know, we do that. But I think I think the biggest benefit in terms of using a Mac is the user experience. Right? That this is what people want. And, again, to be fair, Apple does a really good job of having some additional built in security mechanisms.

    But in my opinion, that’s not enough. We even take that a step further for the RIA, so we secure that, you know, with some additional tools. So, you know, just a little bit on that.

    Nice. And and so we’ve got all these new, you know, security advantages, user experience. And so a lot of times and this kinda go back to when we talked about Microsoft Office. It’s the compatibility between, you know, the the programs or the or the, you know, web based and all that stuff. So how how well is Mac now playing, in the world of, you know, apps and software and all that good stuff? Is it still compatible? Is are there still kind of a wall up between them and and others?

    Yeah. I you know, it it works really now now, again, I’m talking about the in the RIA space. Right? In the medical space or in other space, it might be totally different. But for me, I’m focused on, you know, the listener who typically is a financial adviser or, you know, works works in an RIA.

    There are really no limitations. I mean, you could use a MacBook and you can be fully productive.

    And not you know, those those old days of, like, oh, I opened up a document in Word, and now it’s in Windows. There are, you know, Word in Windows and Word in Apple, and that was a legitimate concern. Oh, yeah. Yeah.

    Yeah. And it was a pain in the butt. You know? People the younger people today do not appreciate some of the things that we had to deal with.

    And, some of us, like, hey. We we need to be productive as a business. Right? Like, I care less that you like a MacBook.

    Like, that’s cool that you like a Mac. Go use it at home. Here at work, we use Windows because we don’t wanna be dealing with, you know, compatibility issues, and we wanna be productive and streamlined.

    I can tell you that’s gone. You know? There’s not like, you’re still gonna have the typical, oh, I, you know, I didn’t do this or this is happening or this or that. But but, like, the those major like, I remember, you know, getting a Word document from somebody who used a Mac, It was like, I needed to be I needed to decrypt it somehow to open it on a on a Windows machine and vice versa. It was ridiculous.

    And I remember too, like yeah. If and I think it was when and when Excel went to XLX, and then, like, you tried to get it on your Mac, and then you had to get it back to the XLX, it was just I remember having to go through a web, like, a a website to convert my Mac document into the right Yes. Microsoft Word and then send it over. And then they’d have to send it back to me.

    Yeah. I I remember that all the way in college. It was so annoying. I don’t know.

    I can’t even remember when Mac decided and Microsoft struck that deal to be like, look. Let’s let’s kinda come together on this. But, yeah, that was a godsend when it happened. Yeah.

    I I think I think it’s when when Steve Jobs and Bill Gates became friends again.

    Maybe. Maybe.

    They stopped poaching each other’s employees.

    So That’s right. That’s right. So so the way the way that it’s set up on a Mac. Right? This is most of our clients, and this is even how I’m set up and we’re set up. You’re using the Microsoft three sixty five. You know, your files are sitting on SharePoint.

    Everything is, you know, everything is sitting in that environment here is in the Microsoft ecosystem. So on the one end, you’ve got, you know, what’s called the Microsoft tenant or your private network at Microsoft. And on the other end, you have the computers or the Macs, and it doesn’t really matter. A Mac plays really well with Microsoft, and a Windows computer plays really well with Microsoft.

    Right? But that’s kind of the typical setup that’s there, and and it works really well. And like I said, I jump between a Windows computer four days a week and then a MacBook one day a week, and it works really, really, really well. I’m fully productive.

    I don’t miss a beat. You know, the the biggest challenge going from Windows to a Mac is just knowing all the shortcuts. Right? Like, I’m a power user on a Windows, and then I just have to learn sort of the Mac way.

    But that’s not that’s not a limitation of the Mac. That’s a limitation of David because I don’t know what those shortcuts are on the Mac. You know? Because I’m traditionally, I’m much more of a Windows user than a Mac user.

    So as a matter of fact, Todd, you might know all the shortcuts and, you know, maybe I’ll ask you for a cheat sheet afterwards.

    You know, I I know a couple, but I will say what’s wild is when I do see Mac power users and they’re able to just, like, you know, like, quickly click two button two buttons keyboard buttons and then, like, just kinda shift through apps on their screen and it goes right there. Specifically, developers, those are the like, they are crazy when they know these shortcuts on a Mac. I remember watching my old boss, Nicole, do this, and it was just so snappy for her just to switch between apps and and programs. I was just yeah.

    I still have to, like, go down to the dock and figure out where they are, like, spend my whole window to get that stuff there. But yeah. Yeah. I know.

    Yeah. Yeah. Yeah. So I’m I’m sorta like that on a window. Like, I’m a power user on Windows, and I know all the shortcuts, and I’m like, well, I don’t need to use the mouse.

    But on a on a Mac, when I’m using it, I’m like, hang on. You know, I’m like the old guy. Like, hang on.

    Where do I go and find this and that?

    And, again, it’s not a Mac limitation. It’s a David limitation. You know?

    For sure.

    So I know, like, when when I used to be in big corporate America, there was always this, but, you know, compatibility off, obviously. But it was hey. Like like you were talking about, we’re all on a Mac or we’re all on a PC because, you know, we wanna be able to seamlessly, you know, service all these pieces of equipment and hardware and all that good stuff. Yep. What is it what are you seeing now as far as how IT is supporting? Like like you said, if you’ve got ten RIAs and two of them probably are gonna use a Mac, how do IT, you know, teams deal with that? Or what have you seen so far?

    Yeah. So I think, so the first part of that question is what I’m seeing out there. And then the second part of that is you wanna make sure you work with an IT company that actually does know how to support Max. And I I’m actually surprised at, you know, the number of IT companies out there that still don’t support Max.

    I feel like they’re still stuck in the eighties. You know? So but that’s a separate topic. So I think I think most of our environment most of our clients and this is pretty typical.

    Again, ten employees, two to three of them really prefer to use a MacBook, and they’re gonna use that. Right? And we’ve got some clients where the leadership team is using a MacBook, but then the regular employees are using a, you know, a Windows computer.

    We have some clients where a lot you know, and and a lot of them are only using Windows, and that’s fine. And then we have some not not a lot, probably less than twenty percent that are using all Macs. Right? So it’s Mac across the board. But, again, even in those environments where it’s all Macs, it’s not like they’re using, you know, Microsoft iCloud or, I’m sorry, Apple iCloud and the Apple and I forget what Apple calls their, you know, version of, like, Word and Excel and PowerPoint.

    So Pages Yes. Numbers Yes. And Keynote.

    Yes. Yes. Yeah. I don’t use those. I don’t use those. I use the app.

    Use them all the time.

    You do? Okay. Alright.

    Oh, yeah. Cool. Okay. Yeah.

    Yeah. So our clients that are using, you know, like, the Microsoft Office suite and and then a a MacBook, they’re really using the Microsoft Office suite. And then as, you know, as part of that not saying you can’t use anything else, but that’s, you know, that’s how they’re using that. Works works really well and, you know, from that perspective.

    But I think I think going back to if you if you work with an IT company or an MSP out there, you definitely wanna ask the question and say, hey. Look. Do you support Max? Right?

    And I’m sure they will tell you one way or the other. And if they don’t, you may wanna find, you know, a part of it that actually does support Max because, again, you know, it’s it’s very common to go ahead and do that. So yeah.

    Nice.

    Alright. And so let’s if I and you’re you’re obviously in the field quite a bit, you know, traveling and talking people.

    Can you share some examples of real life or real world experiences of seeing, you know, the Mac RAs running Macs successfully in their, infrastructure alongside PCs and, you know, kind of the best practices you’re seeing with them and also any kind of challenges Sure. That you’ve seen them come across that they’ve overcome.

    Yeah. I mean, I think I think that going back to what we had talked about earlier, I think the biggest question is, like, we’re okay if we have two or three people that wanna use Max. However, we wanna make sure we’re making a smart decision. We wanna make sure that these two or three employees are fully productive and we’re not dealing with compatibility issues. Right?

    You know, and again, because you and I were joking around about the history of it. Right? Most of our clients remember the history of it. It’s like, dude, I we got better things to do than to deal with, like, you know, can I open up this Word document or not? Because it was, you know, or used on a Mac. So we’re way past that. Again, if you’re using if you’re using the Google productivity suite or the Microsoft productivity suite, both of those are gonna work incredibly well with a Macs and MacBooks.

    We we’re big fans of the Microsoft Office suite, nothing against Google, but, you know, that’s you know, we’re fans of that. Works incredibly well. And I think what generally happens is the people that are smart Mac users, or have had an experience where they use Mac as a dump terminal. And I don’t do this on purpose, but they’re like, hey.

    How do you do that on your Mac? Right? So I’ll bring in my Mac, and I’ll just do a quick demo with them. And they’re sort of blown away because now they’re like, oh my goodness.

    I can open up Outlook for Mac, and I can work. You know?

    Yeah.

    I’m not using a quote, unquote, Windows computer or, you know, using my Mac as a dumb terminal. Right?

    And they’re blown away. And it always shocks me because this is what I’m used to. Right? But I need to come from their world where they’re like, oh, yeah. The Mac the best analogy is, like, you know, people that are Mac users are like second class citizens.

    Mhmm.

    Oh, yeah. I remember that.

    Yeah. Welcome to our world. You could still you could be first class. You know? It’s okay.

    You could you don’t you don’t have to be a second class citizen. You can still you know, you can use a MacBook, and you can be as productive, and you can, access all that right there. Now as a bonus, what I will say too is I I use an iPhone. I use an iPad.

    Right?

    I can access the Microsoft applications. Again, if it’s set up correctly, I can access, the Microsoft applications for work, and I can be secure, and I can be productive.

    And really, you know, the big ones the the two big ones is people wanna be able to access access email on their iPhone or on their iPad. That’s kind of the big one. Yeah. And then the second one is, like, hey.

    My files and stuff like that. And what’s really nice, the way we set that up for our clients is if you wanna use your iPhone and access company resources, we need to make sure that your iPhone meets a minimum IT compliance. So if your password is one two three four, sorry. You can’t access company Outlook.

    Right? And then, so you need to have enough, complexity to go ahead and access that. And then once you access work resources on your iPad or on your iPhone, it’s a separate logical container that’s separated from your personal one. And then if somebody works at your RIA and then leaves, right, we can do a remote wipe on everything that’s work related on their iPhone, on their iPad, and stuff like that.

    So I I didn’t necessarily wanna get into an iPhone and iPad, but this is kind of a bonus thing. And then, again, the same would apply if it was like an Android or, you know, a a different type of tablet. But but just, again, to just recap, the way that we set up our clients and the way that our clients are working and even if you’re not a client of ours, it’s okay. If you’re using the Microsoft Office suite or if you’re using the Google productivity suite, this is gonna work really, really, really well on your Mac and or Macs will work really well.

    The two things to look out for. Right? The two you know, catch number one is, are you using any server based applications? Right?

    And and if you are, you wanna be careful work with an IT partner that can kinda get you set up the right way. So that’s catch number one. And then catch number two is just make sure your IT provider is comfortable supporting you if you decide to have some employees on a Mac. Right?

    Those are the kinda two, I got you know, those those are the two things to look for that are red flags. Other than that, it works fantastic. And I would, you know, I would highly recommend that if that is your preference, you know, is using a MacBook.

    So So there you go.

    Everybody can take a breath. We are now in twenty twenty four, and Max and and the Microsoft world will play well together. So that’s great. And do you have any, of this literature and and other resources, like, on the website that we can put in the show notes, David, that the, the listeners can read up on or, you know, get some more information on how that works back and forth?

    Yeah. We’ll definitely include the, this this podcast in the well, actually, you know what? Just go to the learning center, right, and type in Mac book or type in Apple in the search, and you’re gonna get you’re gonna get a lot of literature around that. That’s probably the easiest thing to do. So to go to w w w dot r I a workspace dot com, and then click on the learning center, And then just type in Apple or or Mac, and then you’ll get a a lot of literature that’s around that. And then you can just kinda, you know, poke around on on what you’re interested in learning. So yes.

    Awesome. Well, David, as always, it was fun taking the trip with you today, especially between the Macs and the Microsoft worlds. I’m sure people have plenty of comments of that. So please join our conversation, put it in the show notes, send us an email. We always love hearing from you guys. And as David said, you know, go to the learning center at, riaworkspace.com and just, search whatever kind of topics you want or for this one, just search in Mac or Apple and you’ll get some great resources there. So as always, thank you so much for taking the time out of your day to listen to the RIA Tech Talk Podcast brought to you by, of course,  RIA Workspace.

    And so for David and myself, thanks so much. We’d love to hear from you. So feel free to send us a note or an email. And always, stay tuned for more RIA Tech Insights in our next episode. We’ll see you guys later. Have a great day.