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Investment Adviser Association
Justin Kapahi
Marc Gilman
Vanessa Valerie Tay
Workplace by OS33
Written by Workplace by OS33
on June 25, 2018

Atlanta Consulting Group, a registered investment advisor (RIA) to institutional clients and family offices, throughout the United States, broke away from its parent company Raymond James in January 2018 to become an independent firm. While excited to embark on this new adventure, the group knew that the move was going to be a big undertaking

“We are financial consultants by trade, not a technology company, so we wanted to find a firm that could handle all our IT needs during the process,” said Gary Schafer, COO at Atlanta Consulting Group. As such, the advisor turned to Workplace by OS33 to fulfill all of its security, compliance, and productivity enablement needs.

“We couldn’t be happier with the decision we made,” said Schafer. “The OS33 team succeeded 100 percent in fulfilling all our demands.”

The Search

Atlanta Consulting Group began the search for a technology partner by interviewing half a dozen platform vendors, based locally in Atlanta as well as out of state. Initially, the group believed that using an Atlanta-based company would be ideal because their staff would be available to come onsite, if there were any issues or problems.

“However, we soon realized that 99 percent of what we do can be done remotely, and since we decided to go with a cloud-based product, there was no need to have the vendor based here in Atlanta,” Schafer said. 

As the firm narrowed down its search, it soon became clear that Workplace was the best option available. The cloud-based platform not only provided the firm with the top-notch security and compliance features it was looking for, but it also offered the wealth manager’s team the ability to access the platform from any computer or mobile device, anywhere, simply with an Internet connection. It was the main selling point for the Atlanta group.

Download the full case study here to learn more about how OS33's customer service excellence helped make Atlanta Consulting Group's breakaway a smooth transition.

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