milissa.gravois
Acronym
RIA WorkSpace
Product ID
RIAWorkSpace_ITSvcs
Description
Integrated IT platform with expert RIA support and fast service
Images
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Details
- Many clients reach out to us because they're frustrated with poor service or their current IT provider doesn't understand the unique challenges of RIAs.
- Our pricing is straightforward: $155/ employee/ month. We recommend a Microsoft 365 Enterprise subscription. A one-time setup fee depends on your specific needs.
- We have a dedicated team focused on onboarding new clients. An onboarding engineer will hold your hand from A to Z during the process and facilitate the handover to the day-to-day support team.
Features
All-in-one IT and cloud support for RIA and financial firms—proactive service, enterprise security, and a responsive help desk, powered by Microsoft.
Vendors
Management Style
Schwab Products
Section