Build a Comprehensive Third Party Provider Strategy

A comprehensive evaluation of current and prospective third-party vendors including managed service providers (MSPs), development firms, and implementation partners coupled with guidance on strategic implementation.


We supported a mid-sized RIA as it worked to improve the quality of support and security they receive as their technology footprint and organization grows. 

How We Solved It

This project required a detailed assessment of the RIA’s technology footprint, including its on premise and cloud tech stacks, user distribution and future needs. We used our network of managed service providers to match the right vendor to their specific technology support needs. 

Value Delivered

The outcome of this project was a more efficient, secure, stable technology operating platform with better security and employee onboarding and support for RIA now and as it grows.

Need help building a comprehensive third party provider strategy? Contact us to design your digital client journey.