Connecticut RIAs - Make IT Safe and Easy
Maintain a Productive, Secure and Compliant Practice
with Technology Services from RIA Tech Advisors
Connecticut RIAs -
Make IT Safe and Easy
Maintain a Productive, Secure and Compliant Practice with Technology Services from RIA Tech Advisors
Connecticut RIAs - Make IT Safe and Easy
Maintain a Productive, Secure and Compliant Practice with Technology Services from RIA Tech Advisors
14,721+
Members Join
214+
Mentors
25+
Years Experienced
189+
Award Won
The Best for Your Clients, The Best for You
Just as your prospects and clients seek the clarity and guidance that allows them to feel confident, informed, and in control of their futures – we understand your RIA firm requires the same.
You require more than one-off services and technology advice. You want a professional partnership that offers personalized business-tech planning for every part of your RIA business. It’s not a generalist you need, but an RIA technology specialist.
Over the past 20 years, we’ve helped RIA firms manage the challenges of launching firms, adding new employees while ramping their productivity, and scaling along with the economy. We’ve identified appropriate cloud systems and data storage structures so even the newest team members can work comfortably and safely, and we’ve collaborated with compliance teams to ensure networks and applications remain secure.
Maintaining a productive, secure, and compliant practice is of utmost importance to you, and a mission for us.
The Best for Your Clients, The Best for You
Just as your prospects and clients seek the clarity and guidance that allows them to feel confident, informed, and in control of their futures – we understand your RIA firm requires the same.
You require more than one-off services and technology advice. You want a professional partnership that offers personalized business-tech planning for every part of your RIA business. It’s not a generalist you need, but an RIA specialist.
Over the past 20 years, we’ve helped RIA firms manage the challenges of launching firms, adding new employees while ramping their productivity, and scaling along with the economy. We’ve identified appropriate cloud systems and data storage structures so even the newest team members can work comfortably and safely, and we’ve collaborated with compliance teams to ensure networks and applications remain secure.
Maintaining a productive, secure, and compliant practice is of utmost importance to you, and a mission for us.
What we offer
Scope Of Services
Designed with You in Mind
Cybersecurity
Safeguard sensitive data and operations with our robust cybersecurity solutions.
Whether it's implementing security appliances, crafting disaster recovery plans, devising incident response policies, or delivering cybersecurity training, let us fortify your firm's digital defenses.
Productivity
Supercharge your RIA firm’s productivity. RIA Tech Advisors specializes in streamlining processes, integrating fintech applications, and offering responsive tech support when you need it most.
Enhance productivity, reduce operational complexity, and gain a competitive edge.
IT Support
Experience dedicated RIA tech support tailored to your needs. Our proactive and skilled experts provide swift, hassle-free assistance.
Count on the same knowledgeable team, well-versed in your RIA business and its systems, ensuring your technology runs seamlessly.
Compliance
Elevate your RIA Firm’s Compliance with services surrounding personally identifiable information (PII), secure authentication and communications, computer encryption, and much more.
Ensure regulatory adherence and safeguard client data with comprehensive solutions.
Client Satisfaction
Always Responsive. Always Kind. Always a Solution.
Client Satisfaction
Always Responsive. Always Kind. Always a Solution.
What we offer
Scope Our Services
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IT Support
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Productivity
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Cyber Security
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ComplianceCourse
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Certifications
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Community
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Funding
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Start Up
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FREE Ultimate RIA Security Checklist
(In Simple Terms)
By Downloading Your RIA "State of Security" Guide, You'll Learn...
After Downloading Your RIA "State of Security" Guide, You Will Understand...
The Current Threat Landscape for Small and Medium Businesses.
Why Your Firm may be a Particularly Appealing Target to Cyber Criminals.
Connecticut's own battle with Sabotage and Extortion.
The Impact of Mobile and Remote Devices on Your Firm's Security Posture.
Why a Multi-Faceted Approach is Needed to Secure Your Data and Devices.
Your Secret Weapon, Predictive Intelligence
The Current Threat Landscape for Small and Medium Businesses.
Why Your Firm may be a Particularly Appealing Target to Cyber Criminals.
Connecticut's own battle with Sabotage and Extortion.
The Impact of Mobile and Remote Devices on Your Firm's Security Posture.
Why a Multi-Faceted Approach is Needed to Secure Your Data and Devices.
Your Secret Weapon, Predictive Intelligence.
I'm Ready To Learn More!
FREE Ultimate RIA Security Checklist
Secure Your RIA Business Today!
Are you an RIA looking to fortify your IT infrastructure? Unsure about the security measures you need to implement? Navigate the complex landscape of technology, compliance, and productivity seamlessly.
The Ultimate RIA Security Checklist is your definitive guide. From business-class firewalls and cybersecurity training to ensuring the protection of sensitive PII and fostering efficient inter-app integration, our checklist has got you covered.
Benefits of Utilizing the Checklist:
Robust Security: Protect your client's information and your business reputation.
Stay Compliant: Ensure you're always on the right side of the regulatory fence.
Boost Productivity: By eliminating security worries, your team can focus on what they do best.
Join the ranks of successful RIAs who have secured their operations with our checklist. Your clients deserve the best - and so do you!
FREE Ultimate RIA Security Checklist
Secure Your RIA Business Today!
Are you an RIA looking to fortify your IT infrastructure? Unsure about the security measures you need to implement? Navigate the complex landscape of technology, compliance, and productivity seamlessly.
The Ultimate RIA Security Checklist is your definitive guide. From business-class firewalls and cybersecurity training to ensuring the protection of sensitive PII and fostering efficient inter-app integration, our checklist has got you covered.
Benefits of Utilizing the Checklist:
Robust Security: Protect your client's information and your business reputation.
Stay Compliant: Ensure you're always on the right side of the regulatory fence.
Boost Productivity: By eliminating security worries, your team can focus on what they do best.
Join the ranks of successful RIAs who have secured their operations with our checklist. Your clients deserve the best - and so do you!
Testimonials
What Our Clients Say
“It enables our business to run regardless of where we are because of continuity - built-in redundancy and disaster recovery.”
Parker E.
Odyssey Advisors
"You’ve had a lot to do with Northstar’s success and I can’t thank you enough."
Robert L.
Northstar
“Exemplary service from the Now IT Works Team – Thank you! ”
Ashley S.
Delta Wealth
AI Tools: Can One Click Put Your Business at Risk?
Your team is already using AI tools you didn't approve. One click could expose client data and put your RIA at risk. Here's how to harness AI safely before regulators come asking uncomfortable questio... ...more
Technology
October 27, 2025•6 min read
Is It Safe to Use My Windows 10 Computer Now That Support Has Expired?
Still using Windows 10? That "disconnected" computer might be your biggest risk. One USB drive is all it takes. Here's what smart RIA firms are doing right now before it's too late. ...more
Technology
October 24, 2025•6 min read
Our Blog
AI Tools: Can One Click Put Your Business at Risk?
Your team is already using AI tools you didn't approve. One click could expose client data and put your RIA at risk. Here's how to harness AI safely before regulators come asking uncomfortable questio... ...more
Technology
October 27, 2025•6 min read
Is It Safe to Use My Windows 10 Computer Now That Support Has Expired?
Still using Windows 10? That "disconnected" computer might be your biggest risk. One USB drive is all it takes. Here's what smart RIA firms are doing right now before it's too late. ...more
Technology
October 24, 2025•6 min read
Guaranteed Satisfaction!
Your satisfaction is our top priority. We are confident that our managed services will meet and exceed your expectations as an RIA firm. We stand behind our commitment to delivering exceptional service and want you to have complete peace of mind when partnering with us.
90-Day Satisfaction Guarantee
If, within the first 90 days of working with us, you are dissatisfied with the level of service we provide to your RIA firm, we will gladly cover the migration fee to your next managed service provider.
Guaranteed Satisfaction!
Your satisfaction is our top priority. We are confident that our managed services will meet and exceed your expectations as an RIA firm. We stand behind our commitment to delivering exceptional service and want you to have complete peace of mind when partnering with us.
90-Day Satisfaction Guarantee
If, within the first 90 days of working with us, you are dissatisfied with the level of service we provide to your RIA firm, we will gladly cover the migration fee to your next managed service provider.
Let's Start a Conversation!
Let's Start a Conversation!
Office:
142 East High Street
East Hampton, CT 06424
Call Us Today:
Toll Free: (800) 305-6615
Service Hours:
Monday – Friday
8:00 AM to 5:00 PM
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