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IT Disaster Recovery Plan for RIAs: Practical Template ready for
The most effective IT disaster recovery plan for RIAs pairs a documented, tested recovery template with clear recovery time objectives for your custodial platform, CRM, email, and identity systems, ranked in the order your business actually needs them back.


How Much Should an RIA Pay for IT Services in 2026?
The honest answer for 2026 is that most RIAs should expect to pay between $150 and $250 per user, per month for a managed IT program built around compliance, cybersecurity, and audit readiness — higher than a typical small business quote, and for good reason.
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