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Top 3 Los Angeles Investment Advisor Technology Problems

Each year, Los Angeles investment advisors spend significant amounts of money on technology programs and services. It is an investment driven by a variety of factors: Regulatory mandates Changing business needs Requests by auditors or regulators ...

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How Registered Investment Advisors in Los Angeles Use Technology

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

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

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 LA RIAs

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 Los Angeles Investment Advisors

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

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?

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

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

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?

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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