Blog
What Changes and What’s Here to Stay – 6 Long-Term COVID Takeaways
2020 continues to be a year of great uncertainty. It’s brought with it a number of major changes to how we do business. With 2021 approaching, everyone’s wondering the same thing: How long are things going to be this way? What’s going to change next year and what’s going to stay the same? Many of…
OCIE and COVID: Protecting Your Business While Advising from Home
COVID-19 has impacted pretty much every role out there, including that of Registered Investment Advisors (RIA). The Securities Exchange Commission (SEC) and the Office of Compliance Inspections and Examinations (OCIE) continue to provide guidance to address the challenges faced, but it may take firms a while to adapt. Here at itSynergy, we wanted to look…
Why It’s Time to Eliminate Your On-Premise Servers Using SharePoint
When you have access to SharePoint® through your Microsoft 365 subscription, you’re able to get rid of your physical servers, often at no extra cost. Instead of storing and accessing files on-premise, you can manage everything through the cloud. It’s an option local businesses are increasingly interested in as they look to increase agility and…
Cocanower Expands Ability to Serve Clients with IACCP® Designation
itSynergy now uniquely positioned as a comprehensive IT partner for financial services companies [Phoenix, AZ] – Founder and President of itSynergy, Michael Cocanower, has earned the designation of Investment Adviser Certified Compliance Professional® (IACCP®). itSynergy is a managed service provider (MSP) based in Phoenix and regularly works with registered investment advisors. As a Certified Ethical…
Why Registered Investment Advisors Need an Incident Response Plan
Registered Investment Advisors (RIAs) know their work depends on compliance with SEC requirements, and cybersecurity is an increasing threat for them. Keeping your clients’ sensitive data safe should be your top priority. Having a well-executed incident response plan (IRP) can minimize breach impact, reduce fines, decrease negative press and help you get back to business…