Advisor Virtual Desktop

Secure your environment anywhere, anytime, and on any device with our virtual desktop.

 

Designed to address the unique Technology, Cybersecurity,
and Compliance needs of RIA Firms 

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.

The Benefits Of The ĪTEGRIA®  Virtual Desktop

RIAB Itegria Virtual Desktop - 3 Screens

 

VDI icons_v

Secure & Powerful Technology Environment 

 

VDI icons_v copyDetailed Compliance Reporting

VDI icons_v copy 2MyRIACompliance® Dashboard

VDI icons_v copy 3IT Support and Educational Resources

FAST | COMPLIANT | SECURE

What is a Virtual Desktop Infrastructure?

Virtual 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, e
liminating
dependency on physical office space and physical computers.

Why use a Virtual Desktop?

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.

 

How Advisor Virtual Desktop Works for You

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.

Advisor Virtual Desktop Webpage

 

What Our Clients Have To Say

"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”
Maggie Mayer
McCarthy Grittinger Financial Group
“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.”
Brian Soucie
G&S Capital
“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.”
Jeff Engelberg
Additive Advisory and Capital
 

Cloud-Based Technology Solution Exclusively For RIA Firms

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
 
 

Support Packages

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")?

  • A QTP delivers an optimal technology environment for RIA firms; not only from an operational perspective, but also from a compliance and security perspective.

How do we scale our cloud network as our company grows?

  • Scaling your network is simple, quick, and efficient with Advisor Virtual Desktop. A virtual workstation will be created for each new employee, which will include the user access and rights that your firm assigns to them, as well as all the tools and applications they should have access to and they are ready to begin servicing your clients.

How do we show auditors that our cloud network is compliant?

To view more frequently asked questions, please click here

 

Key Partners

The Virtual Desktop is powered by these industry-leading solutions:

RIAB MyRIACompliance ITEGIRA Virtual Dashboard Key Partners - Microsoft 365
RIAB MyRIACompliance ITEGIRA Virtual Dashboard Key Partners - AWS
RIAB MyRIACompliance ITEGIRA Virtual Dashboard Key Partners - WebRoot
RIAB MyRIACompliance ITEGIRA Virtual Dashboard Key Partners - onelogin

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.

Want To Learn More?

 

 




Virtual Desktop Updated Screens-01-1