RIA Investment Firms

San Diego Computer Consulting supports many RIA firms by providing robust client management software and ensuring strict security compliance. We work hand in hand with our clients to create a safe and secure environment.  RIA firms are working with big money.  Our clients and their transactions must be completely safe.  We work with our financial clients to install the most stringent security and protective IT services.  The key to top-tier security is to layer multiple high-security and protective AI solutions.  These services constantly monitor and verify all the IT services that a financial firm uses.  We pair this with regular security audits, password changes, and multi-factor logins to keep the RIA firms we service at the forefront of IT security.

We understand that there are critical machines in the office that the practice relies on to provide scheduled services to clients.  Those machines are indispensable and the client data on them is highly confidential.  We encrypt your firm’s workstations and laptops to ensure that data is protected and cannot be removed.  Encrypting workstations is critical for compliance with many security regulations that RIA and financial firms must meet.  Protecting your client’s data from theft is a top priority.  With Sophos device encryption, if one of your firm’s workstations is lost or stolen, the data on the hard drive cannot be extracted without a unique encryption key.  Managing that encrypted set of keys is easily done through our suite of Sophos solutions.  We have had many instances where our encryption service has saved an RIA client from a costly data breach.

San Diego Computer Consulting® offers several secure email encryption services.  We find that Sophos and Proofpoint offer the best service and security. Using secure email gives RIA firms the ultimate level of security in private email messaging. When you select email encryption for one of your messages, your clients’ will receive a message directing them to a secure online mail server.  They will put in their unique login and you will correspond through this site.  This added level of security makes these emails extremely resilient to interception.  Certain email communication is subject to regulatory compliance, and email encryption is a key tool to meet these requirements.

San Diego Computer Consulting is a reseller of Microsoft Office 365. As a Microsoft Cloud Solution provider, we offer these products with enhanced support and security services.  For Microsoft’s email service, we offer several layers of email security that will keep your accounts safe from cyber threats.

Purchasing Office 365 through San Diego Computer Consulting saves you time and avoids the hassle of managing security configurations yourself.  With our email service, we offer additional protective layering on your business email that will ensure the safety of your accounts from nefarious cyber-crime attacks.  San Diego Computer Consulting is an IT Consulting shop.  We provide a variety of add-on solutions for your email including Compliance Archive, Secure Email, and Email Data Archive. Our team specializes in setting up and tailoring these solutions to fit the specific needs of your business, ensuring optimal performance and security.  Let us handle the complex setups and configurations so you can focus on your core business operations.

Unplanned computer network incidents can paralyze your business. SDCC can help you build a Business Continuity Plan.  We can assist your practice in defining the worst-case-scenario protocol, and help avoid or fix any disastrous situations before they do damage to your firm. Whether your office faces a natural disaster such as flooding, or a confidential client database file that becomes corrupt and unusable, our solutions are designed to minimize downtime, so you can get back to serving your clients as soon as possible.  Rest assured knowing you have a plan of action for any crisis that may bubble up.

Backups are critical!   Preserving your data integrity is critical in today’s hyperconnected world.  Between remote workers and mobile devices, data is accessed everywhere, making it imperative to maintain its integrity and security at all times.   Making sure that remote data is intact and secure is of paramount importance.  The key to this is ensuring your data is always backed up.   At San Diego Computer Consulting we are experts in helping to backup your secured data no matter what medium you use.   We are experts in imaging Windows servers for nightly backup.   We can backup your SharePoint, Office 365, Gmail, and G-Drive.  With our backup services, if your data is deleted, accidentally or nefariously, we can restore it almost immediately.  Our backup services have saved our clients from potential devastating loss many times.  We strongly recommend backups for all of our clients’ sensitive data, and setup a backup plan specific to a firm’s needs.