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How a Technology Plan
Helps Los Angeles RIAs
Courtesy of FPA Technology Services, Inc.
http://www.TechGuideforLAInvestmentAdvisors.com
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Many companies have
had the negative experience
of investing in new hardware
and software only to discover
the following:
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• It is incompatible with
the existing equipment
or IT infrastructure
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• No proper training for staff
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Upgrade and support costs
are higher than expected
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
A well-written technology plan
will help a Los Angeles
investment firm articulate what
is needed and communicate
those details to all employees
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Assess Company Needs
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
When putting together
a technology plan,
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
the employee or employees
responsible must determine
IT requirements from every
level of the investment firm
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Once products (computers,
software) and/or services
(cloud storage) have been
obtained,
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
goals need to be set
for features such as
network availability, firewall
performance, and reliability
of new software
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Select Adaptable Technologies
Whenever Possible
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
A solid plan needs to take into
account where the company
will be in six months, a year,
and beyond,
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
so IT staff can seek out
technology that will
support those goals
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Develop a Business
Contingency Plan
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
That way, company
applications and data remain
available to both employees
and clients in the event of a
natural or man-made disaster
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Develop a Strong Support Base
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
All technology plans need
to identify support services
and the parties responsible
for them
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Examples include:
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Help with installing and
upgrading hardware,
software, and applications
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Troubleshooting
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Ensuring that critical
operations can carry on
without disruption
during maintenance
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
• Security protocols
for protecting company
and client information
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
By addressing current
shortcomings and future goals,
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
a well-rounded plan ensures
that technology will always be
a company asset instead
of a hindrance
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Bottom Line
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Developing a budget
supported technology plan
and reviewing it at
regular intervals can ensure
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http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
that company hardware and
software solutions continue to
provide maximum value
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Does your firm have
a technology plan in place?
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Do you feel that it has
contributed to operational
strength and stability?
Sponsored by
http://www.TechGuideforLAInvestmentAdvisors.com
Craig PollackFounder & CEO
Let us know your thoughts
in the Comments box below
Copyright © FPA Technology Services, Inc.
Learn How to Protect Your Firm’s Technology
With the Right IT Service Provider
Download Your Free Guide
Investing in High Net Worth Clients:
The LA Investment Advisor’s Guide to Using
Technology to Manage and Grow Your Firm
Now at http://www.TechGuideforLAInvestmentAdvisors.com