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What’s The Best Document Storage Solution For My RIA?

In this episode of RIA Tech Talk, What’s The Best Document Storage Solution For My RIA? There are a lot of options for document storage and an online search will provide lots of reviews and recommendations. However, it’s important to consider the solution based on the specific needs of an RIA or financial advisor firm. An RIA is very different than a bank or a hospital, and review sites don’t really help when it comes to industry specfic requirements. Document management solutions for RIAs can be categorized into four main groups. 1. The Big Players • Microsoft, Google, and Citrix offer solutions like OneDrive, SharePoint, and Citrix ShareFile. • While SharePoint stands out as a winner for RIAs due to its enterprise-grade features and integration capabilities, others like OneDrive may not meet the specific needs of an RIA. 2. RIA Specialty Players • Redtail Imaging, NetDocuments, Laserfiche, and similar solutions have historically been popular in the RIA space. • However, there's a noticeable trend of RIAs transitioning away from these specialty solutions towards more versatile platforms like SharePoint or Box.com. 3. Big Cloud Players • Dropbox, Box.com, and Egnyte are renowned for their user-friendly interfaces and robust collaboration features, making them attractive options for RIAs seeking seamless document management. 4. File Servers • Surprisingly, many RIAs still rely on traditional file servers or network-attached storage for document storage, despite the prevalence of web-based applications in other areas of their operations. And the winner is In our view, the best option for RIAs is Microsoft SharePoint. Don't let old perceptions cloud your judgment; SharePoint has evolved into a powerhouse for document management. It integrates seamlessly with RIA CRMs and industry software, offers enterprise-grade security features, and facilitates real-time collaboration. In conclusion, SharePoint ticks all the boxes for RIAs seeking an efficient, secure, and integrated document storage solution. If you're not using SharePoint yet, dive into our detailed guide on selecting the best document storage solution for your RIA and start exploring SharePoint's capabilities today. READ: What’s the best document storage for your RIA https://www.riaworkspace.com/blog/wha... If you're currently on Microsoft OneDrive, discover why SharePoint might be the better choice for your RIA's needs.