RIA WorkSpace
HQ Address
8770 W Bryn Mawr Ave, Suite 1300, Chicago, IL 60631, United States
Website Address
Business introduction
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
Founded in 2007, RIA WorkSpace is a division of InhouseCIO with headquarters in Chicago, Illinois, servicing RIA and financial advisory clients nationwide.
We are a team of professionals focused on providing security, cloud, and managed IT services and platforms customized to the wealth management industry. Our passion is to provide personalized enterprise-level IT services to small and medium-sized RIA and financial advisory firms that are largely ignored and underserved. We redefine wealth management IT services by utilizing “Fortune 500” strategies paired with our managed IT and cloud platform powered by Microsoft, which is tailor-made for RIAs and financial advisors to proactively manage and support their IT infrastructure. No matter the size of your RIA or financial advisory firm, we provide a complete solution offering proactive IT services, top-level security, and responsive IT support.
RIA WorkSpace Solutions
Business Continuity
Although often overlooked, business continuity is an essential part of any RIA or financial advisory firm’s success, as it assures you’ll meet the wealth management needs of your clients no matter the situation. Unfortunately, many small- to medium-sized RIA and financial advisory firms are not able to bounce back after......
business needs
Cloud Services
The RIA WorkSpace Platform powered by Microsoft is tailored to the needs of small- to medium-sized RIA and financial firms while maintaining an enterprise-level service. It provides RIAs and financial advisors with one easy-to-use cloud platform, eliminating the hassle of relying on multiple platforms and tools, in addition to facilitating collaboration and enhancing security, when......
business needs
Cybersecurity
Considering the ever-increasing threat of cybercrime, RIA and financial advisory firms cannot afford to be complacent. At RIA WorkSpace, we understand the unique cybersecurity needs of RIAs and financial advisors, which is why our cybersecurity solutions have been customized to cater to wealth management needs. Trusting us with your cybersecurity means getting access to advanced security......
business needs
IT Compliance
Your path to headache-free IT compliance For any RIA or financial advisory firm, compliance is imperative to maintaining its reputation and reassuring clients that all wealth management operations meet the required standards. This is no different for IT compliance. When you partner with RIA WorkSpace, the burden of IT compliance, often......
business needs
Managed IT Services
Why work with RIA WorkSpace We understand the financial impact that productivity losses can have on an RIA or a financial advisory firm, as well as the importance of high-level cybersecurity regardless of company size. With our enterprise-level security, customized platform, strategic IT consulting, and fast support, your firm’s IT headaches......
