Beverly Hills Wealth Management Case Study
Beverly Hills Wealth Management, a boutique Registered Investment Advisor (RIA) firm, had to find a way to create a sophisticated, flexible and scalable IT infrastructure, without incurring millions of dollars in capital costs for software licenses and hardware.
Their strategy was to rely on SaaS solutions, which provided access to best-of-breed software solutions, enabled them to compete against larger, more established financial services firms, and reduced the need to acquire, install or manage in-house hardware or software systems.
In order to effectively manage the accounts of users on a variety of SaaS applications, BHWM’s management team selected Intel’s® Identity and Access Management (IAM) solution that combined single sign-on, user account provisioning/de-provisioning and access management for their users.
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