How JJ Burns, an $800 Million RIA, Partnered with Agio for Best-in-Breed IT Support
JJ Burns, an $800 million independent registered investment advisor (RIA), found itself in a frustrating situation with its current managed service provider (MSP). Frustrated with the situation, JJ Burns decided it was time to find a new MSP.
The Challenge
With a lack of responsiveness and transparency, the JJ Burns team was forced to handle a significant amount of IT support themselves, taking time away from responsibilities associated with compliance and cybersecurity.
The Solution
After evaluating several options, JJ Burns decided to partner with Agio, a leading provider of IT and cybersecurity services for the financial services industry. Agio’s experience specifically in the RIA space, their proactive approach to identifying and mitigating risks, and their focus on transparency and accountability through their proprietary AgioNow client portal, made them an attractive choice.
The Outcome
The partnership with Agio has been transformative for JJ Burns. The firm now experiences IT support in which calls are answered promptly by a team who’s familiar with their history and specific needs. The AgioNow client portal has also provided complete transparency into the overall migration process and ongoing support, empowering JJ Burns to onboard and offboard employees according to their unique policies, manage passwords, and track tickets with ease. It’s this level of service, proactivity, and true partnership that has led JJ Burns to expand their relationship with Agio to include cybersecurity governance services.
Why Agio?
When you select Agio, you’re investing in a relationship with everyone who’s a part of this firm. Our teams operate in a symbiotic relationship to deliver an experience that reaffirms to our clients we’ve got you covered. From clean, concise implementations to consistent support backed by automation, value-add reporting, and thought leadership on the latest IT and cybersecurity trends, we bring the full breadth and depth of our talent to bear. We deliver #OneAgio.
The Takeaway
Ultimately, the partnership with Agio enabled JJ Burns & Co. to re-focus on revenue-driving operations. By reducing the time spent on IT issues, the firm was able to double down on personalized and timely service to their clients, strengthening the foundation of their core business for future growth and scale.
