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:
- NextCloud: Secure file storage and sharing
- Zoho Workspace: Comprehensive business productivity suite
- 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?
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Specialized Expertise: Our team has deep knowledge of NextCloud, Zoho Workspace, and Microsoft 365, ensuring you get the most out of these platforms.
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Security Focus: We implement robust security measures to protect your sensitive client data, helping you meet regulatory requirements.
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Time-Saving: By managing your IT infrastructure, we free up your time to focus on financial planning and client relationships.
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Cost-Effective: Our services help you avoid costly downtime and optimize your IT spending.
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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:
Essential
USD 129 / user / mo
Ideal for solo practitioners
- Microsoft 365 Business Basic
- NextCloud Basic (10GB storage)
- Zoho One (All applications)
- Basic setup and configuration
- Monthly security updates
- Email support
Professional
USD 179 / user / mo
Perfect for growing practices
- Microsoft 365 Business Standard
- NextCloud Pro (50GB storage)
- Zoho One (All applications)
- Advanced setup and integrations
- Weekly security updates
- Priority email and phone support
- Quarterly IT strategy sessions
Premium
USD 249 / user / mo
For established financial advisors
- Microsoft 365 Business Premium
- NextCloud Enterprise (100GB storage)
- Zoho One (All applications)
- Custom integrations and workflows
- Daily security monitoring
- 24/7 priority support
- Monthly IT strategy and optimization
- Compliance management assistance
All plans include managed updates, backups, and basic user training for included services.
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.
Get in touch with us today
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