Product infographic carousel
Product infographic images
Product Infographic captions
-
1
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.
-
2
Our pricing is straightforward: $155/ employee/ month. We recommend a Microsoft 365 Enterprise subscription. A one-time setup fee depends on your specific needs.
-
3
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.
Product Description
About this Product
All-in-one IT and cloud support for RIA and financial firms—proactive service, enterprise security, and a responsive help desk, powered by Microsoft.
About RIA WorkSpace
We are a team of professionals focused on providing cybersecurity, 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.
Other Products from RIA WorkSpace
Product Details
Contact Us
Phone
Website
Social Media
More info about us
Category
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.