Setting Up Technology Systems At A New RIA
When you leave a big brokerage to go independent, you’re suddenly responsible for buying your own hardware and software.
You must make decisions about technology systems that previously were purchased for you by IT professionals. How do you cope?
At this webinar, you’ll learn:
- Email, forms, and phone
- Setting up your office network
- Coordinating compliance systems
- Security solutions for hardware and software
- Integrating your applications
- VOIP phone systems
- How to access your office network remotely
Speaker Brian Edelman is chief executive officer at New Jersey-based Financial Computer Services (FCS), an IT consulting firm that focuses on computing, networking, and application needs of financial professionals. Before founding FCS in 1994, Edelman worked as a financial planner and chief technology officer at Planned Financial Concepts (PFC).
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