We have joined forces with True North Networks to bring enterprise-level technology solutions and support to RIAs, accounting firms and others.
We have joined forces with RightSize Solutions to bring enterprise-level technology solutions and support to RIAs, accounting firms and others.
Our parent company name has changed, but our hosting services, solutions and Obsessive Support® have not.
The inappropriate use of email can spell disaster for registered investment advisors (RIAs), particularly for firms with multiple offices or remote workers, and for those with employees who use personal devices to transact business.
There are measures that RIAs can take to protect themselves in the event of issues involving indiscriminate email usage or regulatory audits. An email policy is a start, but advisors are best served – and in compliance – when they actively monitor emails and enforce policy.
Active monitoring and implementation of cybersecurity protocols and procedures using leading edge technology keeps your business and your data safe and secure.
Get your IT questions answered, issues resolved and generally make your workday easier with support from our team. We call this Obsessive Support®.