Our Advisor Virtual Desktop, powered by ITEGRIA, paired with the new MyRIACompliance® Cybersecurity Dashboard provides an advanced technology solution for RIA firms to protect against cyberattacks and boost productivity, all while maintaining strict regulatory compliance standards. The MyRIACompliance® dashboard provides automated digital compliance reports for the firm to review and document to help prepare for a regulatory audit. Let us help you keep your RIA firm productive, secure and compliant so you can focus on servicing clients to grow your business.
Detailed Compliance Reporting
MyRIACompliance® Dashboard
IT Support and Educational ResourcesVirtual Desktop Infrastructure ("VDI") is a desktop virtualization technology
where the operating system runs and is managed in an on-premises or cloud
data center. The virtual desktop environment is delivered over a network to the user’s device, such as a desktop, laptop, or tablet, which allows the user to interact with the operating system and its applications, eliminating
dependency on physical office space and physical computers.
The solution is built upon the National Institute of Standards and
Technology ("NIST") information security framework which focuses
on five functions: identify, protect, detect, respond, and recover. The
Virtual Desktop's Elite and Standard solutions address specific RIA
compliance needs including data backup, disaster recovery,
cybersecurity, and other record keeping technologies.
As a Qualified Technology Partner ("QTP"), ITEGRIA provides a 360-degree, comprehensive approach to your firm’s technology needs through the
Advisor Virtual Desktop. The Virtual Desktop delivers a fully personalized and familiar desktop experience, with all the security and simplicity of centralized management for your firm. Wherever you are in the world, you can count on VDI to empower you with fast, compliant, and secure access to your desktop environment, on virtually any device.
"Our firm has been very happy since making the transition to the ITEGRIA Virtual Desktop. We love the added security and ease of use the virtual desktop offers. We had a knowledgeable ITEGRIA team member on site”
“In our almost five years with ITEGRIA they have been the most solid vendor relationship that our company has ever had. We recently switched to their Virtual Desktop and have never been happier. The increased speed is very noticeable and we are now able to be more effective and efficient than ever.”
“Just a brief note on behalf of Additive to thank you for the smoothness of the entire transition process, culminating in today, and, what seems like a fantastic offering/ fit for us and beginning to a partnership with you. We really enjoyed and appreciated having Danny on site, who was exceptionally knowledgeable, useful, and easy to work with. Frankly/ summarily, as I sit here at noon, we are light years ahead of where I expected to be when I left my house this morning (knowing today was migration day). Thanks so much again.”
| Elite | Standard | |
|---|---|---|
| Technology and Network | ||
| Robust Virtual Desktop | ||
| Microsoft Office 365 Subscription (Outlook, Word, Excel, PowerPoint) | ||
| Workspaces Streaming Protocol | ||
| PC over IP Protocol | N/A | |
| Web Collaboration File Sharing | N/A | |
| Active Directory-Based Network File Sharing | N/A | |
| Dedicated Private Cloud Business Application Server | N/A | |
| Dedicated Virtual Private Network for Physical Device Access | N/A | |
| Cybersecurity | ||
| Anti-Malware/Anti-Virus | ||
| Multi-Factor Authentication | ||
| Cybersecurity Patch Management | ||
| Active Agent Web-Based Device Management and Monitoring | ||
| Active Agent Local Device Management and Monitoring | N/A | |
| Basic Security Monitoring | N/A | |
| Advanced Security Monitoring | N/A | |
| DNS Security Filtering (Basic) | N/A | |
| DNS Security Filtering (Customizable) | N/A | |
| Local Administrative Access (Self Services) | N/A | |
| Administrative Access Restricted (Supported) | N/A | |
| Basic Disaster Recovery Backup | N/A | |
| Advanced Disaster Recovery Backup | N/A | |
| Single Sign On Portal | N/A | |
| Compliance Reporting | ||
| Access to MyRIACompliance Reporting Software | ||
| Computer Hardware Cloud Asset |
||
| Computer Audit Cloud Asset |
||
| Asset Summary Cloud Asset |
||
| Software List Cloud Asset |
||
| Patch Compliance Cloud Asset |
||
| Access Logs | ||
| Computer Hardware Physical Asset |
N/A | |
| Computer Audit Physical Asset |
N/A | |
| Asset Summary Physical Asset |
N/A | |
| Software List Physical Asset |
N/A | |
| Patch Compliance Physical Asset |
N/A | |
| Premier Support | Basic Support | |
|---|---|---|
| Support Features | ||
| Specialized RIA Support Desk | ||
| Virtual Desktop Support | ||
| Microsoft Office 365 Support | ||
| RIA Technology Vendor Liaison | ||
| Bring Your Own Software Support | N/A | |
| Local Area Network Support | N/A | |
| As Needed Onsite Support | N/A | |
| Chat Based Support | ||
| Phone Based Support | N/A | |
| Email Based Support | N/A | |
| Support Cloud-based Assets | ||
| Support Local Office Infrastructures | N/A | |
| Availability of Dedicated Support Teams (POD) | N/A | |
| RIA Vendor Management | N/A | |
| Cybersecurity | ||
| Anti-Malware/Anti-Virus | ||
| Multi-Factor Authentication | ||
| Cybersecurity Patch Management | ||
| Active Agent Web-Based Device Management and Monitoring | ||
| Active Agent Local Device Management and Monitoring | N/A | |
| Basic Security Monitoring | N/A | |
| Advanced Security Monitoring | N/A | |
| DNS Security Filtering (Basic) | N/A | |
| DNS Security Filtering (Customizable) | N/A | |
| Local Administrative Access (Self Services) | N/A | |
| Administrative Access Restricted (Supported) | N/A | |
| Basic Disaster Recovery Backup | N/A | |
| Advanced Disaster Recovery Backup | N/A | |
| Single Sign On Portal | N/A | |
| Compliance Reporting | ||
| Access to MyRIACompliance Reporting Software | ||
| Computer Hardware Cloud Asset |
||
| Computer Audit Cloud Asset |
||
| Asset Summary Cloud Asset |
||
| Software List Cloud Asset |
||
| Patch Compliance Cloud Asset |
||
| Access Logs | ||
| Computer Hardware Physical Asset |
N/A | |
| Computer Audit Physical Asset |
N/A | |
| Asset Summary Physical Asset |
N/A | |
| Software List Physical Asset |
N/A | |
| Patch Compliance Physical Asset |
N/A | |
• Fast - Complete access to all data, tools, & applications anywhere. High speed internet for fast performance on virtually any device.
• Compliant - Regulatory audit support with proactive documentation and reporting to address SEC and state-specific guidelines.
• Secure - Defense technologies such as multi-factor authentication, web filtering, and vulnerability management. Establish access rights and control access to your network, data, and applications.
• Dashboard - The interactive dashboard enables RIA firms to review and automatically document technology compliance reports.
• Reporting - The dashboard also offers detailed reporting of cloud and physical assets and activity to strengthen your firm's cybersecurity program by proactively identifying vulnerabilities and inefficiencies.
• Educational Resources - Exclusive access to valuable research and resources from leading Cybersecurity and information technology experts.
• MyRIACompliance users can seamlessly integrate and review quarterly meeting topics and monthly virtual desktop reports within the MyRIACompliance Calendar and Compliance Log, allowing firms to easily demonstrate regulatory compliance to auditors.
Our innovative solution is designed exclusively for both state and SEC-registered RIA firms of all sizes. The virtual desktop and dashboard addresses the unique technology, cybersecurity, and compliance needs for RIA firms.
The solution can be customized to your firm’s unique needs by pairing it with our MyRIACompliance® platform. MyRIACompliance users will benefit from the integration capabilities which streamline action items including scheduled quarterly meeting reviews and maintaining detailed technology reports in the compliance log.
• Designed exclusively to address the unique technology, cybersecurity, and compliance needs of an RIA firm
• Separate and secure desktop workspace accessible from anywhere using any PC or Mac device
• Backup and Disaster Recovery
• Comprehensive reporting for compliance audits
• Knowledgeable Technology Support Team experienced in the RIA industry
• Conveniently and securely access all data, tools, and applications from any device
• Fast performance on virtually any device
• Friendly and familiar user experience regardless of physical device used
• Reduce network risk with built-in antivirus software, patch management, and vulnerability scanning
What is the benefit of a Qualified Technology Partner ("QTP")?
How do we scale our cloud network as our company grows?
How do we show auditors that our cloud network is compliant?
ITEGRIA provides technology-related compliance reports and documentation to ensure that your firm can always demonstrate that you are meeting regulatory requirements. In the event of an audit, ITEGRIA is by your side, supporting you with any additional document requests and answering questions for auditors, relative to your technology environment.
To view more frequently asked questions, please click here.
The Virtual Desktop is powered by these industry-leading solutions:
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1. The VDI Elite subscription is a minimum of three users per month. The VDI Standard subscription is a minimum of two users per month.
*All registered trademarks or logos are property of their respective owners and are in no way formally affiliated with RIA in a Box.
