Case Study

Hardy Reed, LLC

A secure and compliant solution for this RIA’s aging IT infrastructure.

AT A GLANCE

What you will learn from this case study

The challenge

Ssecurity and regulation drove this RIA to consider the cloud as an option for the firm's aging IT infrastructure.

The solution

Hardy Reed chose Workplace because of the firm's deep focus on the security of client information, along with the overall security and compliance features built into the platform.

The results

Workplace has enabled Hardy Reed to be more secure and efficient delivering better service to their clients across the country.