RIA Complete
Transforming Business

IVDesk has built a specific, specialized practice related to the RIA industry based on our expertise in installing and running critical applications RIAs rely on every day. This practical experience and deep understanding make us the leading IT partners in your industry.

Complete SEC Compliance

Moving all your IT to our virtualized platform allows IVDesk to manage and monitor all of your compliance systems, operations and audits.

Complete Reliability & Redundancy

Our unique technical infrastructure and system management make downtime a distant memory. Your systems, software and data are always available – 24/7/365.

Complete Security

Our maximum security offering provides 100% protection but allows you to ease restrictions to accommodate individual user permission, preferences and other parameters.
“We’ve wanted to make this move to IVDesk for a long time – and it couldn’t have gone better.”
– Andrea Stimmel,
Chief Compliance Officer
Mairs & Power

Complete Mobile Access

The ability to work from anywhere, anytime on any digital device is a key enhancement to productivity. No more VPNs and access struggles. All your current data and apps are right there with the same familiar look as your desktop!  Registered Investment Advisors are facing SEC compliance along with auditing and security risks like never before. Even the largest firms have found the challenges overwhelming. Until now!  IVDesk addresses all of your SEC compliance, auditing and security requirements through a robust, vertically-focused IT solution called RIA Complete. Created specifically for today’s most progressive investment and wealth management firms, our completely virtualized service transforms IT from a tactical expense into a strategic business driver.  In addition to thwarting hackers and improving overall security, RIA Complete also ensures that you can access your data securely no matter what platform you are on or your location.

All Your Current Applications – Available Anywhere

Our complete, virtualized approach to IT already includes over 800+ popular business applications and also accommodates your custom
solutions. Don’t see one of your apps in the list below? Ask us.

Critical Applications Vendor

Advent Portfolio Exchange (APX) – Advent Software
Axys – Advent Software
FactSet – Factset
Investment View – Thomson Reuters
Junxure – Junxure
Laserfiche – Laserfiche
MorningStar Office – MorningStar
Moxy – Advent Software
PortfolioCenter – Schwab
Pro Tracker – Pro Tracker Software
QuickBooks – Intuit
Revenue Center – Advent Software
Schwab Data Delivery – Schwab
Telemet – Orion Telemet

Other Applications Vendor

Assemblage – Trumpet Software
Attach Plus – Trumpet Software
BNA Income Tax Planner – BNA
ByAllAccounts (Cust Integrator) – MorningStar
Dimensional Returns 2 – Dimensional
FileZilla – FileZilla
Gifts – MicroEdge
Global Relay Archiving – Global Relay
iRebal – TD Ameritrade
LaserApp – LaserApp Software
LastPass – LastPass
Mindmapper – SimTech Systems
MorningStar Direct – MorningStar
Number Cruncher – Leimberg
PlanGuru – NewHorizon
Principia – MorningStar
Retirement Plan Analyzer – Brentmark
RoboForm – Siber Systems
Sage 50 (Peachtree) – Sage
Sage ACT Premium – Sage
Smarsh Archiving – Smarsh
TOTAL Planning Suite – Money Tree Software
TSScan – Terminal Works
Yearli – Greatland Corp

Let’s Talk.
Tell us about your current IT systems and let us show you
how our completely virtualized approach can work for you.  Contact KDS Systems for an easy, no-hassle assessment of your needs.