Solution introduction
Streamlined RIA Cloud Services by RIA WorkSpace
Rest easy knowing your firm’s cloud management needs are taken care of. We provide RIAs and financial advisors with one seamless cloud platform — it’s easy, it’s integrated, and it’s secure
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 it comes to wealth management.
