Hear What Our Clients Have to Say.
Several months ago, our financial services firm reorganized ourselves as a registered investment advisor (RIA) away from our previous broker dealer. This process required us to establish relationships with multiple vendors to recreate the services that were bundled for us under our previous agreement. One of the most critical areas for us was finding a trusted and capable technology service provider that could both provide us with the level of security and operational support that we would need to protect our client data and support our daily operations. After conducting due diligence on multiple firms from nationwide providers to local providers in our KC area True Owl stood out among their peers for our needs.
True Owl was able to get our office up and running efficiently. They were very knowledgeable on the software and hardware that we would need, and they were able to procure the necessary equipment during the pandemic when other companies told us it would not be possible.
Their staff and technicians helped us meet a very tight timeline to ensure that we had uninterrupted internet service and IT protection.