Managed IT Services Provider

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As an independent fee-only financial planner, you need a reliable and efficient IT infrastructure to serve your clients effectively. However, managing complex IT systems shouldn't distract you from your core business.

This is where RiaFin Solutions steps in. We offer specialized managed IT services for NextCloud, Zoho Workspace, and Microsoft 365 - the essential tools that keep your practice running smoothly.

Tailored IT Solutions for Independent Financial Planners

At RiaFin Solutions, we understand the unique IT needs of independent fee-only financial planners. Our managed IT services focus on three key platforms essential for your practice:

1. NextCloud: Secure file storage and sharing
2. Zoho Workspace: Comprehensive business productivity suite
3. Microsoft 365: Industry-standard office applications and cloud services

We ensure these critical systems are always up-to-date, secure, and optimized for your specific needs, allowing you to focus on serving your clients.

Our Managed IT Services

NextCloud Management

• Setup and configuration of your private cloud
• Regular updates and security patches
• User access management
• Data backup and recovery
• Performance optimization

Zoho Workspace Management

• Implementation and customization of Zoho apps
• User onboarding and training
• Integration with other tools
• Regular updates and maintenance
• Security monitoring and access control

Microsoft 365 Management

• License management and optimization
• Email and calendar setup and maintenance
• SharePoint and OneDrive configuration
• Teams setup for client communications
• Security and compliance management

Why Choose Our Managed IT Services?

1. Specialized Expertise: Our team has deep knowledge of NextCloud, Zoho Workspace, and Microsoft 365, ensuring you get the most out of these platforms.

2. Security Focus: We implement robust security measures to protect your sensitive client data, helping you meet regulatory requirements.

3. Time-Saving: By managing your IT infrastructure, we free up your time to focus on financial planning and client relationships.

4. Cost-Effective: Our services help you avoid costly downtime and optimize your IT spending.

5. Scalability: As your practice grows, we ensure your IT infrastructure scales seamlessly to support your business.

Client Success Stories

• Case Study 1: How we helped a solo financial planner securely migrate to NextCloud, improving client data protection and accessibility.
• Case Study 2: Our role in optimizing Zoho Workspace for a growing financial advisory firm, streamlining their operations and improving client communication.
• Case Study 3: How our Microsoft 365 management services helped an independent advisor enhance collaboration and meet compliance requirements.

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Get Started Today

Ready to streamline your IT infrastructure and focus on what you do best – serving your clients? Contact us today to schedule a consultation with one of our Managed IT Services experts.

Let's work together to optimize your NextCloud, Zoho Workspace, and Microsoft 365 environments, enhancing your productivity and security.

Monthly Retainer Plans

Our managed IT services combine support for Microsoft 365, NextCloud, and Zoho One to provide comprehensive solutions for independent financial planners. Each plan includes full access to Zoho One's suite of over 45 business applications. Choose the plan that best fits your needs:

Key Zoho One Applications for Financial Planners

All plans include full access to Zoho One, featuring over 45 integrated business applications. Some key apps for financial planners include:

• Zoho CRM: Manage client relationships and interactions
• Zoho Books: Handle accounting and financial management
• Zoho Analytics: Gain insights from your business data
• Zoho Campaigns: Manage email marketing campaigns
• Zoho Meeting: Conduct secure video conferences with clients
• Zoho Sign: Facilitate electronic document signing

Add-On Services

Customize your plan with these additional services:

• Advanced Security Package: Enhanced cybersecurity measures and compliance monitoring. +$25/user/month
• Personalized Zoho Training: One-on-one training sessions for Zoho applications. +$150/hour
• Custom API Integration: Connect Zoho apps with other financial tools. Price varies

Contact us for custom enterprise solutions or specific platform management needs.