In this episode of RIA Tech Talk, we tackle a question that’s been popping up more and more: Can an RIA run successfully on Macs? While many RIAs default to Windows for compatibility with financial software, there’s a growing interest in using Macs for their security features, user-friendly experience, and overall longevity.

Here are the highlights of this podcast episode:

Common concerns include compatibility with financial software and misconceptions about Macs’ security and functionality.

For many RIAs, web-based tools like Google Workspace and Microsoft 365 work smoothly on Macs. With cloud solutions, critical applications like CRM and portfolio management run seamlessly, especially when using advanced tech that lets apps appear as native icons on Macs.

For older or server-bound software (e.g., customized QuickBooks Enterprise), special setups like cloud servers with remote apps are required to make them accessible on Macs.

Many RIAs use a combination of Macs and Windows computers without compatibility issues, especially with cloud-based applications.

Macs have built-in security features, including encryption and malware resistance. Many RIAs take additional steps like implementing Defender for Endpoint for added protection.

Macs are valued for their intuitive interface and smooth user experience, which can reduce stress and boost productivity. Although Macs may have a higher initial cost, their durability can mean a lower total cost over time.

It’s important to work with an IT provider experienced with Macs, as many IT providers are still primarily focused on Windows.

Some firms use Macs for front-office tasks and Windows for back-office needs, allowing flexibility without compromising performance. Macs integrate well with iPhones and iPads, enabling seamless access to RIA tools and files across devices.