How a Technology Plan Helps Los Angeles RIAs (SlideShare)

How a Technology Plan

Helps Los Angeles RIAs

Courtesy of FPA Technology Services, Inc.

http://www.TechGuideforLAInvestmentAdvisors.com

Sponsored by

Craig PollackFounder & CEO

Many companies have

had the negative experience

of investing in new hardware

and software only to discover

the following:

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• It is incompatible with

the existing equipment

or IT infrastructure

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• No proper training for staff

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• Upgrade and support costs

are higher than expected

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A well-written technology plan

will help a Los Angeles

investment firm articulate what

is needed and communicate

those details to all employees

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Assess Company Needs

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When putting together

a technology plan,

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the employee or employees

responsible must determine

IT requirements from every

level of the investment firm

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Once products (computers,

software) and/or services

(cloud storage) have been

obtained,

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goals need to be set

for features such as

network availability, firewall

performance, and reliability

of new software

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Select Adaptable Technologies

Whenever Possible

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A solid plan needs to take into

account where the company

will be in six months, a year,

and beyond,

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so IT staff can seek out

technology that will

support those goals

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Develop a Business

Contingency Plan

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That way, company

applications and data remain

available to both employees

and clients in the event of a

natural or man-made disaster

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Develop a Strong Support Base

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All technology plans need

to identify support services

and the parties responsible

for them

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Examples include:

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• Help with installing and

upgrading hardware,

software, and applications

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• Troubleshooting

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• Ensuring that critical

operations can carry on

without disruption

during maintenance

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• Security protocols

for protecting company

and client information

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By addressing current

shortcomings and future goals,

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a well-rounded plan ensures

that technology will always be

a company asset instead

of a hindrance

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Bottom Line

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Developing a budget

supported technology plan

and reviewing it at

regular intervals can ensure

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that company hardware and

software solutions continue to

provide maximum value

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Does your firm have

a technology plan in place?

Sponsored by

Do you feel that it has

contributed to operational

strength and stability?

Sponsored by

Let us know your thoughts

in the Comments box below

Learn How to Protect Your Firm’s Technology

With the Right IT Service Provider

Download Your Free Guide

Investing in High Net Worth Clients:

The LA Investment Advisor’s Guide to Using

Technology to Manage and Grow Your Firm

Now at http://www.TechGuideforLAInvestmentAdvisors.com

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