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Managed IT Services for Registered Investment Advisers

Trusted managed IT support, cybersecurity services and regulatory compliance expertise for RIAs and other investment advisory firms

registered investment adviser services

Managed IT Services for RIAs

Registered investment advisers require continuous uptime and experienced IT support to ensure their investment operations are running at peak performance at all times.

Omega’s portfolio of managed IT services for RIAs is expertly crafted to help registered investment advisers access critical 24×7 IT support, mitigate growing cybersecurity threats, keep up with changing SEC cybersecurity requirements and leverage technology as a competitive differentiator.

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managed IT support for registered investment advisors

Managed IT Support for Registered Investment Advisers

RIAs and other investment advisory firms need access to a reliable and experienced managed IT service provider to enable their effective investment operations. Downtime is not an option, and thus you need to feel confident that your MSP is not only accessible, but has the knowledge and skills to resolve your IT problems before they hinder your productivity.

Omega Systems is an award-winning managed service provider to RIAs and financial services firms and consistently beats MSP industry benchmarks for call answer rate, customer satisfaction scores and other critical IT help desk metrics.

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RIA Cybersecurity Services

Securing investor data is one of your foremost responsibilities as an investment advisor, but keeping track of the latest cybersecurity threats, tools, and technologies requires constant attention. That’s where Omega Systems can help.

Our managed security bundle, Omega Shield, ensures that RIAs have access to enterprise-grade cybersecurity risk management with the layered defenses and built-in resilience your clients and regulators expect.

Essential

For organizations that need continuous security visibility and reliable threat detection

Includes these features:
  • Managed Detection & Response (MDR)
  • 24×7 SOC Incident Response
  • Multi-factor Authentication (MFA)
  • Email Authentication, Security & Backup
  • Extended Endpoint Detection & Response

Advantage

Expanded security oversight with proactive risk management and enhanced identity controls

Everything in Essential, PLUS:
  • Advanced MDR & MFA
  • Cloud Email Archiving
  • Enterprise Password & Credential Manager
  • Quarterly External Vulnerability Scan
  • Annual IT Security Assessment

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“Security standards are getting stricter, and it’s important for us to be ahead of the game.

With [Omega], we have 360-degree visibility of our security environment and a clear picture of everything that’s happening between the lines.”

A purple and blue web of light.

RIA Frequently Asked Questions

A: RIAs must follow SEC guidelines that mandate written security policies, vendor oversight, and customer data protection. Starting June 3, 2026, smaller investment advisers (managing under $1.5B AUM) must adhere to new amendments under Regulation S-P, which include formal incident response planning and security incident disclosure to customers.

A: RIAs can protect confidentiality by implementing encryption, limiting access rights, and training employees to spot phishing attempts. With AI-generated phishing emails on the rise, ongoing employee education is essential.

A: Regulators increasingly review security and technology controls during audits. Documented response plans, reliable IT support, and vendor assessments reduce risk.

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Access Trusted IT Solutions for RIAs and Investment Firms

With Omega Systems as your RIA MSP, your firm can experience an IT partnership that delivers more than just critical infrastructure. With passion, accountability and trust, our experienced professionals offer a superior managed IT relationship.

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managed IT support for registered investment advisors

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