Serving RIAs Nationwide With Trusted, Colorado-Based IT Expertise

As a Registered Investment Advisor, you operate in a world where security, compliance and operational efficiency aren’t optional; they’re essential. Your technology should empower your firm, not hold it back. That’s where Go West IT comes in.

We deliver specialized IT solutions for RIAs, helping you streamline operations, enhance cybersecurity, meet compliance mandates, and protect client data—all without the headaches of managing technology on your own.

Why RIAs Choose Go West IT

Your Compass in a Complex IT Landscape

The digital frontier is constantly shifting. New risks, new regulations, and new expectations emerge daily. To navigate this environment safely, you need a partner with the expertise, industry knowledge, and foresight to anticipate challenges before they arise.

As a Colorado-based cybersecurity firm serving clients throughout the United States, we combine security-driven managed services with a deep understanding of the RIA industry to ensure your firm stays resilient, compliant, and competitive.

Tailored IT Services For Registered Investment Advisors

Database Database

Managed IT Services for RIAs

Boost productivity, minimize downtime, and ensure seamless day-to-day operations with proactive monitoring, support, and optimization.

RIA Cybersecurity Solutions

Protect sensitive financial data with advanced security frameworks, continuous threat monitoring, and industry-leading best practices.

Check Check

Compliance-Ready Technology

Stay aligned with SEC, FINRA, and state regulations with secure data handling, audit-ready systems, and documented policies.

Drive Drive

Backup & Disaster Recovery

Safeguard your firm with reliable Business Continuity and automated backups that keep you operational—even during unexpected disruptions.

Cloud Cloud

Microsoft 365 & Cloud Solutions

Modernize your workplace with secure cloud environments, enhanced collaboration, and scalable infrastructure built for growing RIAs.

Network Network

Network Administration & Optimization

Ensure your network is stable, secure, and optimized for performance across locations and remote teams.

Your Journey Starts Here: Get Your Customized IT Quote Today

Transform Your Firm With Stress-Free, Secure IT

Whether you’re a growing advisory firm or an established RIA looking to modernize your operations, we help you move forward with confidence, no matter where your path leads. Ready to eliminate IT headaches and secure your firm’s future?

RIA Services Choice Plan

Proactive

Foundational IT Support

The Go Managed | Proactive managed service plan combines our powerful remote monitoring and management (RMM) platform with access to our highly experienced IT professionals to deliver an adaptive IT support model for your business.

  • Continuous device monitoring and alerting, including CPU, RAM, disk usage, connectivity, and more.
  • Automated operating system and third party software patching for Windows devices.
  • Managed next generation antivirus software.
  • Ongoing vulnerability management.
  • USB storage device controls.
  • Secure access to devices for Go West IT experts to provide remote support for your people and IT systems.

Proactive Plus

Enhanced Security & Support

The Go Managed | Proactive Plus managed service plan, our most popular offering, expands upon our base Proactive plan through advanced security services, increased engagement, and unlimited support from the Go West IT service desk.

  • Includes everything in the Proactive plan
  • 24/7 Service Desk level support labor included.
  • Assigned Account Manager and Primary Engineer.
  • Advanced endpoint detection and response (EDR) solution.
  • Robust email spam and phishing filtering solution.
  • Backup for Microsoft 365, covering data stored in Exchange, OneDrive, SharePoint and Teams.
  • Quarterly network and firmware updates.

Comprehensive

All-Inclusive & Expert Guidance

The Go Managed | Comprehensive managed service plan is an all-inclusive support approach, combining managed services, security services, and monthly support labor. With full access to Go West IT services, platforms, and IT professionals, you are free to move your business forward with confidence.

  • Includes everything in Proactive Plus
  • Advanced technical support (IT engineer) support labor included.
  • Simulated phishing campaigns that identify phish prone users and train them to identify and report real-world phishing attempts.
  • A password management solution for your entire organization, including all necessary software licensing and ongoing support for the platform.

Begin Your Journey on the Digital Frontier

Strengthen Your Security Posture with Our Co-Managed Solutions

Go West puts a strong emphasis on security, for both regulated and unregulated customers. It’s in our DNA to be obsessed with securing our clients’ infrastructures, whether on-premise, or in the cloud. Our Go Secured service plans are stand alone cybersecurity tools that be leveraged by any organization. Each offering can be used independently of our core managed services. These plans are popular as a co-managed solution for internal IT departments that are seeking assistance with  cybersecurity services.

VAULT

The Go Secured | Vault managed security service is a password management solution for your entire organization, including all necessary software licensing and ongoing support for the platform.

  • An encrypted vault where users store their credentials for an unlimited number of accounts.
  • Browser extensions aid users in creating, storing, and auto populating complex and unique passwords.
  • Access to password vaults from any device: mobile apps, desktop apps, and browser extensions.
  • Enforced Multi-Factor Authentication (MFA).
  • Help your users improve their credential hygiene, without seeing their credentials, by reviewing their Security Audit score

CLOUD 365

The Go Secured | Cloud 365 managed security service provides a broad Microsoft 365 security suite that includes backups, increased mailbox protection and safeguards against malicious links and attachments throughout the Microsoft 365 platform.

  • Installation and on-going monitoring of a managed cloud backup platform for Microsoft 365 services, covering Exchange, OneDrive, SharePoint, and Teams.
  • Scanning of attachments in Microsoft 365 email, SharePoint, OneDrive, and Teams for malicious content and real-time blocking of malicious content.
  • Opening of links in a sandbox (safe) environment to scan for malicious content before allowing users to access the website.

ADVANCED ENDPOINT

The Go Secured | Advanced Endpoint managed security service plan provides security layers designed to both defend devices against threats from taking place and advanced monitoring to catch threats early so action can be taken.

  • Managed antivirus, including deployment and ongoing antivirus maintenance.
  • Deployment of endpoint detection and response software (EDR)
  • 24/7 Security Operations Center (SOC) monitoring
  • 24/7 initial response to detected events
  • Endpoint monitoring on and off the company network

PHISH

The Go Secured | Phish managed security service helps you identify your most phish prone users and reduces cyber risk through recurring testing and training.

  • Simulated phishing campaigns that identify phish prone users and train them to identify and report real-world phishing attempts.
  • Four Go West IT crafted phishing campaigns and up to two additional customized campaigns per year.
  • Phishing simulation results reporting.
  • Configuration and installation of an Outlook plugin that provides each Microsoft 365 user with one-click reporting to Go West of simulated phishing emails, proving they can recognize a real-world attack.

Ready to Experience Worry-Free IT?

Go West IT: Your trusted partner for IT and cybersecurity services tailored to accounting firms, bookkeepers, and CPAs. We help you secure your practice, comply with regulations, and focus on what you do best – serving your clients.

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