Case Studies Archives - workplace

Security and regulation drove this RIA to Workplace

Posted by Case Studies Registered Investment Advisors No Comments

Hardy Reed, LLC, a Mississippi-based RIA with offices in Tupelo and Oxford, was founded in 2006 when Scott Reed and John Hardy broke away from a well-known brokerage to found their own firm. Their team serves clients across the country, offering investment consulting and advanced planning to individuals, as well as guidance to nonprofit organizations and retirement plan sponsors. Hardy Reed also was one of the first RIA firms to receive certification from the Center for Fiduciary Excellence (CEFEX). With mobility, access and security issues, Hardy Reed turned to Workplace to modernize its technology setup.

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How one family office saved time, money and a lot of hassle by moving to Workplace

Posted by Case Studies Family Offices No Comments

CWP Management, Inc., is a busy family office based in Chicago, IL. It looks after the financial affairs of 10 households and 31 family members across 3 generations, but an aging IT infrastructure was weighing down on its President’s time and budget. When disaster struck and their data center was compromised, CWP used the opportunity to migrate to Workplace.

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How Workplace was the perfect partner for this Broker Dealer

Posted by Broker-Dealers Case Studies No Comments

Spire Investment Partners is an SEC Registered Investment Advisor and a FINRA Licensed Broker Dealer headquartered in McLean, VA. with affiliates located throughout the United States. For years Spire outsourced their IT to a traditional managed services provider. As user needs changed and their business expanded, they turned to Workplace to improve security and compliance controls, while improving overall user experience and productivity.

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