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Valuable Technology Insights
for Los Angeles Businesses

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How Registered Investment Advisors in Los Angeles Use Technology

Aug 13, 2015

In 2014, Maximizer CRM polled over 900 registered investment advisors, all of whom were categorized based on net worth, practice income, and rate of new client acquisition. The poll showed 56% of the “top” RIAs indicated that their technology ...

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How a Technology Plan Helps Los Angeles RIAs

Aug 08, 2015

Practically all companies today rely on technology to conduct business and serve clients. Because computers and the Internet are so critical to daily operations, it is important for Los Angeles RIAs to have a technology plan in place. Properly ...

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Los Angeles RIAs Top Cyber Security Concerns

Aug 04, 2015

A recent study by the Depository Trust & Clearing Corporation, revealed that cyber security is the number one concern for 46% of all financial institutions in the US. Internet-based threats brought about more worry than market policies, new ...

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How Paperless Document Management Increases Efficiency for RIAs

Jul 31, 2015

Keeping up with the daily influx of paperwork is a constant challenge for Los Angeles RIAs. Customer correspondence, invoices, receipts- they all create a mountain of documents that can make it nearly impossible to find a particular item or file. To ...

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How VMware Horizon View Improves ROI for RIAs

Jul 27, 2015

Virtual desktop infrastructures (VDIs) are becoming a more common resource in Los Angeles investment firms, and it’s easy to see why. Static desktop PCs are converted into virtual workspaces that can be accessed anytime and from anywhere. Both ...

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Wireless Mesh Networks: the Only Wireless Solution for LA RIAs

Jul 21, 2015

As satellite offices and telecommuting become more mainstream for Los Angeles RIAs, traditional networks pose certain problems. A handful of wireless hotspots or wired connections will not be able to meet the needs of a geographically diverse ...

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Do Los Angeles Financial Planners Need Image Based Backups?

Jul 17, 2015

For Los Angeles financial planners, reliable and secure backup methods are an industry mandate. Regulatory bodies require that all company and client records be copied and stored at a secure remote location and retrieved whenever reviews are needed. ...

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Dual Factor Authentication Tips for Los Angeles Investment Advisors

Jul 10, 2015

Dual factor authentication (DFA) is a security protocol that requires Los Angeles investment advisors to provide two ways of identifying themselves to access information or assets. It uses two of the three potential authentication categories listed ...

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3 Mobile Device Policy Tips for Los Angeles RIAs

Jul 06, 2015

Mobile devices are now a central part of workplace communications. They allow Los Angeles RIAs to interact with clients and grow the firm from anywhere. However, the convenience and flexibility are also risky because smartphones and tablets can ...

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LA RIAs: Have You Planned for Windows Server 2003 End of Life?

Jun 19, 2015

Are you aware of the Windows Server 2003 End of Life (EOL) date on July 14, 2015? After that point, support ends. Is your Los Angeles investment advisor firm still running Windows Server 2003? Be aware that new threats and vulnerabilities will not ...

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3 Wireless Network Security Tips for Los Angeles RIAs

Jun 15, 2015

As Los Angeles RIAs conduct business remotely, wireless network security is a big priority. Transmitting confidential client data over public Wi-Fi networks could spell disaster for a financial advisor. Cyber-criminals and other unauthorized users ...

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