ĪTEGRIA® Virtual Desktop And Dashboard

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

The ĪTEGRIA® Virtual Desktop Infrastructure (VDI) paired with the new MyRIACompliance® 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

Secure and Powerful Technology Environment

The virtual desktop provides RIA firms with a faster, more secure environment focused on mobility and flexibility. Access from anywhere in the world on any laptop or desktop with a MacOS or Windows operating system.

Detailed Compliance Reporting

Efficiently provide clients with digitized compliance reporting creating a more defined and documented regulatory trail for potential auditors.

MyRIACompliance Dashboard

Automated dashboard for virtual desktop reports, support documents, and other related content. 



IT Support and
Educational Resources

Enhance your firm's efficiency and security with hands-on IT support and exclusive access to leading industry experts and extensive educational resources.

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Cloud-Based Technology Solution Exclusively For RIA Firms

Elite Standard
Monthly Price1
$ 350
per user/mo

$ 250
per user/mo
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
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
Computer Audit
Physical Asset
Asset Summary
Physical Asset
Software List
Physical Asset
Patch Compliance
Physical Asset

Schedule a Demo Now


Support Packages

Premier Support Basic Support
Monthly Price
per user/mo

per user/mo
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

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.

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 Elite and Standard solutions address specific RIA compliance needs including data backup, disaster recovery, cybersecurity, and other record keeping technologies.

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


How the ĪTEGRIA®  Virtual Desktop Works for You

A leading-edge, 100% cloud-based network infrastructure technology delivered through a familiar desktop experience with fully personalized virtual desktops for each of your employees with the security and simplicity of centralized management for your firm.


Empower your employees with access to all of their tools and data from the office, home, or anywhere remotely. No data is stored at the office.

RIAB Itegria Virtual Desktop - Mobility & Flexibility, Permission Management



You control which users can access what data and manage devices, files and applications all in one place - ensuring Cybersecurity for your clients.

RIAB Itegria Virtual Desktop - All Applications, Documents, Folders, Calendar, Email



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
"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

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.

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RIAB Itegria Virtual Desktop