We believe that RIAs are the small giants in the financial services industry. We love working with RIAs with 5-30 employees and understand that your requirements for productivity, security, and IT compliance are exponentially more important than another business of the same size. Your local IT provider treats you like every other business and doesn’t understand why you require a more proactive, enterprise-level approach.
We have been working with RIAs since 2007 and understand the IT needs of operations like yours.