How JJ Burns, an $1+ Billion RIA, Partnered with Agio for Best-in-Breed IT Support 

JJ Burns, a $1+ billion independent registered investment advisor (RIA), found itself in a frustrating situation with its current managed service provider (MSP) and decided it was time for a change.

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

Ultimately, the partnership with Agio enabled JJ Burns to refocus on revenue-driving operations. By reducing time spent on IT issues, the firm doubled down on personalized, timely client service—strengthening its core business for future growth and scale.

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.  

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