Infrastructure addresses the basic building blocks of your advisory business’ technology. Our process ensures you have the right partners for security, telephony, business management software and general advisory technology licensing. We support your ongoing needs so that you maintain a smoothly-run and efficient technology ecosystem.
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.
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.
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.
Our approach helped an emerging RIA with limited to no internal technology support that was unable to adequately support growth of their business.
We assessed the RIA’s technology application support needs and created an internal technology support organization designed to support the user community. We then created the framework, roles and responsibilities, reporting lines and job requirements. Our final step was to interview and help hire people to fill the roles.
The RIA now has a team to provide technology and internal application support that confidently meets the needs of their growing business.
A turnkey advisor platform came to us when it needed to improve its overall cybersecurity program. Its firewalls were implemented, configured and monitored inconsistently and they didn’t have consistent cybersecurity education or policies.
After a careful assessment of the current state of the firm’s cybersecurity, we worked with its existing vendors to improve the implementation and monitoring of firewalls and brought in a new vendor specializing in cyber security policies, oversight and education to fill in the gaps in those areas.
With a stronger program that offers more consistency and better monitoring, the firm’s risk is reduced and more employees understand how to protect systems and data.
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