In the realm of investment advisory services, robust IT support forms the backbone of operational efficiency and regulatory compliance.

At Core Managed, we offer specialized managed IT services for Registered Investment Advisors (RIAs). Our extensive experience in this sector uniquely equips us to prioritize data security and compliance, critical elements for RIAs.

Overcome Distinct Challenges With IT Services For Registered Investment Advisors

RIAs face distinct challenges, and prior to partnering with Core Managed, many have grappled with issues such as:

  • Data transfers between software platforms
  • Regulatory compliance adherence
  • Document management complexities
  • Remote access hurdles
  • Internal and external file sharing difficulties
  • Cybersecurity threats
  • Complex setups involving VPNs and terminal servers

How We Tackle IT Services For Registered Investment Advisors

A prevalent issue we’ve observed is the lack of a proactive IT strategy among RIAs. Often, they lack an inventory of their IT assets and a strategic plan aligned with their business objectives. This absence highlights the necessity for a roadmap aligning technology with their goals.

This is precisely where Core Managed steps in. Our seasoned virtual Chief Information Officer (vCIO) team conducts quarterly audits to pinpoint risks, vulnerabilities, and problematic hardware. We engage with you to highlight the critical areas that demand attention.

By partnering with Core Managed, your RIA firm gains more than just a plan—it gains peace of mind. With our comprehensive IT strategy, you can redirect your focus toward expanding your RIA and providing superior client service, knowing that your IT infrastructure scales in line with your growth.

Furthermore, our dedicated vCIO offers long-term planning while ensuring rapid responses to help desk issues for our Registered Investment Advisor clients.

Expertise in IT For Advisors

We provide expert support for a range of platforms and software, including but not limited to:

  • Tamarac
  • Redtail
  • eMoney
  • AdvisorEngine
  • Orion Advisor Solutions
  • QuickBooks Enterpriseand Online
  • Great Plains
  • SharePoint, OneDrive, and Teams
  • Microsoft Outlook
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IT Services For Investment Advisors

We offer a variety of customized IT services specifically designed for registered investment advisors, encompassing:

Network Infrastructure Management

Establish and maintain robust network infrastructures, ensuring seamless operations and optimized performance for investment advisors' IT systems.

Cybersecurity Solutions

Implement comprehensive cybersecurity measures, safeguarding sensitive data and ensuring regulatory compliance within the investment advisory domain.

Data Backup & Recovery

Offer reliable backup systems and swift recovery protocols, ensuring the safety and accessibility of crucial information in any situation.

Software Support

Deliver specialized support for essential software used by investment advisors, ensuring smooth functionality and troubleshooting when needed.

Compliance Tools

Provide tailored tools and systems to aid in adherence to industry regulations, ensuring investment advisors' operations remain compliant and secure.

IT Consulting

Offer expert guidance and consultation to strategize and optimize IT infrastructures, aligning technology with business goals for investment advisors.

Ready to Elevate IT for Investment Advisors?

Elevate the technical operations of your Registered Investment Advisor with Core Managed. Initiate this enhancement by scheduling a call through the provided link. We’re eager to meet and assist you in reaching your IT goals.

Click here to get started!

Frequently Asked Questions

IT services play a pivotal role for registered investment advisors. This helps in –

  • Streamlined operations
  • Enhanced data security
  • Regulatory compliance
  • Leveraging technology tools
  • Efficient client services

We implement stringent security measures, encryption protocols, access controls, and compliance practices to safeguard sensitive client data against breaches or unauthorized access.

Yes, our IT for advisors include tools and support to ensure compliance with industry regulations, aiding investment advisors in meeting their legal obligations.

Our dedicated consulting team offers strategic guidance, aligning technology with business goals specific to investment advisors. This fosters growth and efficiency within their operations.

Absolutely, we bring extensive expertise collaborating with registered investment advisors, comprehending their distinct IT needs and compliance demands. This experience enables us to deliver customized IT solutions precisely aligned with your firm’s needs.


IT For Investment Advisors