In Episode 23 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Nick Murphy, Manager, Advisor Technology, to discuss Secure Office—Great Valley Advisor Group’s enterprise-level technology foundation designed to integrate seamlessly into day-to-day practice operations while supporting long-term growth.
Key takeaways:
- Cybersecurity done right protects client data, reduces advisor burden, and shifts responsibility off the advisor and onto the RIA
- Secure Office serves as the core technology infrastructure, including Microsoft E5 licenses, threat monitoring, MFA, Bookings, and 24/7 support
- Purpose-built solutions for both hybrid and RIA-only advisors, with channel-specific compliance and supervision features
- A one-tenant, mesh network environment enhances collaboration, communication, and efficiency across all GVA offices
