Registered Investment Advisors (RIAs)

Why should an RIA consider hiring an IT company to help them with their technology? In reality, Registered Investment Advisors have a lot of their plate. Here are a few examples for how we can assist in addressing your unique needs.

• Expertise: IT companies specialize in technology and have the expertise to provide reliable and effective solutions. They can help an RIA identify areas where technology can be leveraged to streamline processes, reduce costs, and improve client experience.
• Cost-Effective: Hiring an IT company can be more cost-effective than hiring an in-house IT team. IT companies can offer services on a flexible and scalable basis, allowing RIAs to only pay for the services they need, when they need them.
• Security: With cybersecurity threats increasing every day, it’s essential for RIAs to protect their clients’ confidential information. IT companies can help RIAs implement security protocols, conduct regular audits, and provide training to staff to help prevent data breaches.
• Competitive Advantage: RIAs that leverage technology can gain a competitive advantage over those that don’t. IT companies can help RIAs implement tools that can improve efficiency and productivity, allowing RIAs to focus on growing their business and providing exceptional service to their clients.
• Compliance: RIAs must comply with various regulations, including data privacy and cybersecurity requirements. IT companies can help RIAs ensure compliance with these regulations and avoid potential legal and financial repercussions.

Why RIAs Need a Different Kind of IT Partner

RIAs aren’t just another small business. For example, you are required to uphold a fiduciary standard, manage sensitive client data, and document compliance; often while wearing multiple hats. At the same time, many firms rely on third-party custodians like Schwab, Fidelity, or Pershing to execute and hold client assets. Fizen supports this unique structure by providing:

• Technology aligned with SEC regulations
• Seamless support for custodian platforms
• Systems that reinforce your compliance program and written policies

Our solutions will help you

• Support custom vendor software
• Protect your data
• Allow employees to work remotely
• Support multiple locations
• Protect against the latest cybersecurity risks
• In addition, hiring an IT company is often more cost-effective than building an in-house team.

Furthermore, with cybersecurity threats escalating, it’s essential for RIAs to secure client data through tested protocols and trained staff.  Training our team is another way we make a positive difference in your business operations.

We are located in Tampa Florida, from which we coordinate and manage our Data Center, central IT Helpdesk and dedicated employees and partners from all over the world.

Ready to Hear More?

If you are looking for a new IT Support and Cloud Provider, give us a call.  You will find we have hired our staff not only based on their technical skills, but also based on their personalities.

Providing IT Services to other businesses can be challenging, our goal is to make the process enjoyable and rewarding.  We will do what is necessary to empower your technology to work for you.