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How OS33’s customer service excellence enabled a smooth breakaway transition for Atlanta Consulting Group

Atlanta Consulting Group, a registered investment advisor (RIA) to institutional clients and family offices, throughout the United States, broke away from its parent company Raymond James in January 2018 to become an independent firm. While excited to embark on this new adventure, the group knew that the move was going to be a big undertaking.

“We are financial consultants by trade, not a technology company, so we wanted to find a firm that could handle all our IT needs during the process,” said Gary Schafer, COO at Atlanta Consulting Group. As such, the advisor turned to Workplace by OS33 to fulfill all of its security, compliance, and productivity enablement needs.

“We couldn’t be happier with the decision we made,” said Schafer. “The OS33 team succeeded 100 percent in fulfilling all our demands.”

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