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. Read this case study and learn the hows and whys of BHWM’s management team's selection of Intel’s® Identity and Access Management (IAM) solution that combined single sign-on, user account provisioning/de-provisioning and access management for their users.

Vendor:: Intel
Posted:: Feb 8, 2021
Published:: Mar 2, 2012
Format:: PDF
Type:: White Paper

Already a Bitpipe member? Log in here

Download this White Paper!

Corporate Email Address:
You forgot to provide an Email Address.

This email address doesn’t appear to be valid.

Please provide a Corporate Email Address.

This email address is already registered. Please log in.
First Name:
You forgot to provide your first name.
Last Name:
You forgot to provide your last name.
Company Name:
You forgot to provide a company name.
Job Title:
You forgot to provide a job title.
Seniority:
You forgot to select your seniority.
Job Function:
You forgot to select your job function.
# of employees:
You did not select the number of employees at your company.
Industry:
You did not select which industry you are in.
Sub-Industry:
You did not select which industry you are in.
Address 1:
You did not provide a full local address.
Address 2:
City/Town:
You did not provide a full local address.
Country:
You did not select the country you are from.
State/Province:

You did not provide a full local address.
Zip/Postal Code:
You did not provide a full local address.
Phone:
You forgot to provide a phone number.

This phone number format is not recognized. Please check the country and number.
- I agree to TechTarget’s Terms of Use, Privacy Policy, and the transfer of my information to the United States for processing to provide me with relevant information as described in our Privacy Policy.
Please check the box if you want to proceed.
- I agree to my information being processed by TechTarget and its Partners to contact me via phone, email, or other means regarding information relevant to my professional interests. I may unsubscribe at any time.
Please check the box if you want to proceed.