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Cloud Technology Blog for RIAs and Broker-Dealers

Cloud computing saves time, creates time for growing RIAs

The leaders of growing RIA practices cited “the need to work on and in the business simultaneously” among the leading threats to their business. In a survey conducted by WealthManagement.com, this challenge came out ahead of market competition, managing clients, pressure on fees, and losing staff.

9/14/15 10:30 AM / by Justin Kapahi posted in Financial, Cloud Computing, Practice Management

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10 Things to Consider Before Moving Your IT To the Cloud


Cloud computing is providing RIAs and Broker-Dealers with a cost-effective, low-hassle means of enhancing the capabilities of their IT infrastructure at the same time as resolving business-critical issues, such as regulatory compliance, security and remote access.

8/31/15 12:21 PM / by Justin Kapahi posted in Financial, Cloud Desktop, Cloud Computing

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5 Ways Cloud Computing Will Help Your RIA Or Broker-Dealer Business To Grow


The business world is usually quick to adopt new technologies that enable it to be more innovative, efficient, and profitable. All manner of industries are reaping precisely these rewards following their investment in the latest in information technology: cloud computing. IT infrastructure and services delivered over the Internet – the basis of cloud computing – are helping businesses to accelerate growth by facilitating more flexible and productive ways to work at the same time as reducing the expense and distraction of managing technology.

8/28/15 9:38 AM / by Justin Kapahi posted in Financial, Cloud Desktop, Cloud Computing

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