Three Virtual Desktop
Challenges for RIAs –
and How to Overcome Them Smiley face

Join OS33 for a 30-minute webinar

April 8, 2021


This webinar will feature an opportunity for Q&As. 

If you are unable to attend or are unsure of your schedule, be sure to sign up and we will send you a link to watch on-demand at your convenience.

Since the pandemic hit, Registered Investment Advisors and Broker-Dealers firms have leaned heavily on virtual desktop technology to keep their employees and advisors secure and productive. What many have discovered, however, is that the remote application and desktop model is buckling under the demands of advisors’ new work style, leading to serious gaps in compliance and cybersecurity.

The areas where you are most exposed in your remote work environment

The best – and safest – way to conduct virtual meetings

How to most effectively secure mobile devices, while maintaining productivity


Morley Ivers

President & Board Director

A serial entrepreneur, Morley has two decades of experience developing and leveraging technologies to solve problems. He views the protection of sensitive information and cybersecurity as two of society's most pressing challenges.

Morley has leadership experience in both software and hardware companies. He is a Co-Founder and former President at Nucleus, a company that created, launched, and sold the first 3P far-field Alexa enabled device: Nucleus Intercom.

Previously, Morley was President and a Board Director at FanXchange (acquired by vivid). He is a Co-Founder and former President and Board Director at Maxwell Health, which was a fast-growing industry leader in health and insurance tech. Morley also was CRO for RecycleBank, which during his tenure was the Wall Street Journal's #1 venture capital-backed Cleantech company. He was also involved in the formative years of as VP of Business Strategy and an officer of the company through its IPO.  Morley is a graduate of The Richard Ivey School of Business, and is a proud Canadian and now American citizen.

Jeff Fisher

VP of Strategy

Jeff has more than 20 years of experience developing and implementing go-to-market strategies for several notable emerging and growth-stage infrastructure software companies. At OS33, Jeff leads a number of GTM elements of the Workplace solution, including product marketing.

Jeff has served as Vice President of Strategy and/or Alliances for several innovative enterprise software companies, including Softricity (acquired by Microsoft), Desktone (acquired by VMware), RES Software (acquired by Ivanti), and KEMP Technologies. In these roles, Jeff helped conceive and evangelize emerging product categories, such as Application Virtualization and Desktop-as-a-Service (DaaS) that are now multi-billion software markets. He was an integral member of executive leadership teams that raised more than $100 million in venture/growth capital and delivered more than $400 million in exit value to shareholders.

Earlier in his career, Jeff held technical sales and business development roles at Microsoft and Citrix. He earned a B.A. degree from Cornell University and an M.B.A. from Columbia Business School.