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Description

This episode of the RIA Tech Talk Podcast take a closer look at the confusion and best practices around Bring Your Own Device (BYOD) and what works best for RIA firms. 

In this episode, we cover:

Smart phones and handheld devices

It’s pretty standard for RIAs to use personal smartphones.  We can create a separate and secure “container” for work applications on that device so work-related activities are secured.  This is most common with email, but it is also done for other work applications. 

 Desktop or laptops (Windows or Mac)

It’s very rare that employees are using their personal computers for work.  Most RIA’s prefer a company-issued device be used.  We encourage RIAs to move away from virtual desktops for better productivity.

Starting a new RIA firm

In the early days of a new RIA firm, partners or the leadership team could work with a personal computer if it’s properly set up.