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!

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Frequently Asked Questions

IT services are crucial for registered investment advisors to streamline operations, enhance data security, comply with regulations, leverage technology tools, and provide efficient client services.

We provide a range of IT services tailored for registered investment advisors, including network infrastructure setup and management, cybersecurity solutions, data backup and recovery, software support, compliance tools, and IT consulting.

By leveraging IT services, your registered investment advisor firm can experience increased productivity through automated processes, secure data management, efficient client communication, seamless reporting, and reliable IT support.

Absolutely! We specialize in data security and compliance for registered investment advisors. We implement robust security measures, data encryption protocols, conduct regular audits, and ensure compliance with industry regulations.

We prioritize client data confidentiality and privacy by implementing strong security measures, utilizing encryption protocols, limiting access to sensitive information, and adhering to data protection best practices.

Yes, we have experience working with software solutions designed for registered investment advisors. We can help you select, implement, and integrate portfolio management systems, financial planning tools, and client relationship management (CRM) software.

Yes, we specialize in providing secure and compliant cloud solutions for registered investment advisors. Our cloud services enable secure data storage, remote access to client information, and scalability to meet your firm’s needs.

Yes, we have extensive experience working with registered investment advisors and understand the specific IT needs and compliance requirements of the industry. Our expertise allows us to provide tailored IT solutions to meet your firm’s requirements.

Our IT services can enhance client experiences by implementing secure client portals for document sharing, facilitating online access to account information, enabling electronic signatures, and providing efficient communication channels.

Getting started is simple! Reach out to us through our website or give us a call. Our team of IT experts will schedule a consultation to assess your specific needs and develop a customized IT solution for your registered investment advisor firm.