From IT Headaches to Independence: How Financial Solutions Advisors Works Smarter with Rightworks
Financial Solutions Advisors, a forward-thinking advisory firm, wanted to focus on client service and growth—not IT frustrations. But before Rightworks, technical issues, fragmented systems, and time-consuming maintenance were slowing the firm down.
Partnering with Rightworks transformed their operations. With a secure, centralized platform, the firm gained freedom, independence, and the ability to integrate the tools they need—all backed by a trusted partner bringing innovation like AI to the industry.
The Challenge: IT Headaches and Fragmented Systems
Like many firms, Financial Solutions Advisors was bogged down by constant IT issues and the minutiae of managing multiple systems.
“We just had so many issues,” a leader explains. “We call them, we email them—they’re right on it. They do everything for the firm.”
The challenge wasn’t only about fixing problems; it was about regaining focus. Staff didn’t want to be distracted by IT headaches or juggling fragmented systems. They needed a solution that allowed them to focus on clients, not technology.
The Turning Point: Seeking Independence and Simplicity
For Financial Solutions Advisors, the real need was independence: the ability to work anywhere, anytime, in a secure environment.
“Rightworks, to me, means independence, freedom—so I’m not bogged down with all those minutiae that go along with it,” the leader says.
This independence wasn’t just about flexibility. It was also about unifying access across systems, reducing IT burdens, and trusting a partner to vet and integrate the tools they needed.
The Solution: Rightworks as a Trusted Technology Partner
With Rightworks, Financial Solutions Advisors gained more than cloud hosting—they gained a partner that takes ownership of IT so the firm can focus on clients.
“It means that we can work anywhere, anytime, in a secured environment,” says the leader. “Having access and systems in one place and one platform makes it easy for us to integrate other systems too. We call Rightworks and say, ‘Hey, can we get this in our environment?’ and they vet it and do what they need to do.”
Unlike other vendors, Rightworks delivered on promises. “A lot of times you go into a software and you’re like, you said you’d do this, you said you’d do that—and it doesn’t. Rightworks was not like that. It is amazing.”
Rightworks also brought industry-focused innovation, such as Spark AI, giving the firm access to emerging technology without added complexity.
The Impact: Freedom, Flexibility, and Innovation
The benefits for Financial Solutions Advisors are clear:
- Anywhere, Anytime Work: Staff can securely work wherever they are, whenever they need.
- Freedom from IT Headaches: Rightworks handles the minutiae so the firm can focus on clients.
- Centralized Platform: Systems and tools are unified in one secure place.
- Trusted Vetting: New tools are evaluated and integrated by Rightworks.
- Innovation Access: Features like Spark AI bring cutting-edge capabilities to the firm.
The Bottom Line: A Partner That Delivers
For Financial Solutions Advisors, Rightworks is more than a technology vendor. It’s a partner that delivers independence, peace of mind, and forward-looking innovation.
“Rightworks was not like that,” the leader says. “It is amazing. And the new things—the Spark AI and the things they’re coming out with—it’s industry-focused and amazing to have a partner in our business that can help us get to that AI level we want to get to.”
Looking Forward: Futureproofing with AI and Innovation
With Rightworks, Financial Solutions Advisors isn’t just solving today’s IT problems—they’re building for tomorrow. As technology evolves, the firm knows it has a trusted partner to help them stay ahead.
Rightworks provides the secure foundation the firm needs today, while also unlocking the innovation—like Spark AI—that positions them for the future.