Our experience providing managed IT services to Registered Investment Advisors uniquely positions us to maintain data security and compliance.

Registered Investment Advisors have unique challenges. Before engaging with Core Managed, we’ve seen Registered Investment Advisors struggle with a variety of issues such as:

  • Data transfers between software platforms
  • Regulations Compliance
  • Document Management
  • Remote Access
  • File Sharing (Both internally and with 3rd parties)
  • Cybersecurity
  • Complicated setups including VPN and terminal servers

Many of the Registered Investment Advisors we have met do not have a proactive strategy around IT.  They don’t know what they have, and they don’t have a plan.  They need a roadmap to align technology with business goals.

Core Managed provides just that. Our vCIO team conducts a quarterly audit to identify risks, vulnerabilities, and problem hardware. They meet with you to bring you the items that matter most.​

Your RIA firm can not only have a plan, but also peace of mind. What this means to you is that you can focus on growing your RIA and serving your clients because you have a comprehensive IT strategy that scales. 

In addition to long range planning provided by a dedicated vCIO, our Registered Investment Advisor clients enjoy rapid response to help desk issues.

We provide expert support for: 

  • Tamarac
  • Redtail
  • eMoney
  • AdvisorEngine
  • Orion Advisor Solutions
  • QuickBooks Enterprise
  • QuickBooks Online
  • Great Plains
  • SharePoint, OneDrive and Teams
  • Microsoft Outlook

It’s time to level up the technical operations at your Registered Investment Advisor. It starts by scheduling a discovery call by clicking here. We can’t wait to meet you!

Get In Touch

Raleigh Registered Investment Advisors Google Ad Landing Page