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RIA Operators

1k members • Free

2 contributions to RIA Operators
Cybersecurity Tech Stack - VPN Needed?
Currently we are using RIAWorkspace for IT and Microsoft Defender/Advisor Armor for cybersecurity. What are other operators using and does your stack include a VPN? I'm also down to Dashlane, 1Password, and Keeper for a PW management tool. What has been the group's experience with these?
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Start Here
*It has been a while since we started this community, so we thought it is a great opportunity for everyone to reintroduce themselves! For those of you who are new WELCOME to the RIA Operators community. The goal of this community is to connect with other RIA Operators, Owners, Founders and CSA’s to learn and grow from one another. Start by checking out these links: - Classroom - Calendar - Monthly Value Calls - Work with Simplicity Ops We want this space to be a network of resources for you. So, please comment below and introduce (or re-introduce) yourself. Let us know: 1. Where are you from? 2. What type of Advisory firm do you work at? 3. What’s your biggest pain point right now in your firm? See you in the comments!
2 likes • 5d
Hi all! I'm based out of Salt Lake City UT and I work at Sorenson Impact Advisory where I am CCO and Director of Client Experience and Operations. I've been in the industry for many years but this is my first time at a small multi family shop; previously I was at a state endowment fund and before that dually registered bank in their asset management division. My biggest pain point is navigating a new shop with multiple different systems and a start up mentality. Although a challenge I am loving it!
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Andrew Morales
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3points to level up
@andrew-morales-6767
Compliance and operations in Utah. If you're in town lets grab lunch!

Active 5d ago
Joined Oct 1, 2025
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