How a Newly Launched RIA Built a Secure, Enterprise-Grade Technology Foundation with Alles Technology

Launching a new RIA is a moment of vision, risk, and opportunity, one that demands a robust operational and cybersecurity foundation from day one.

For Luminescent Wealth Management, Inc., founded by Erin Itkoe and Trevor Scheid, the decision to build an independent firm came from a desire to serve clients on their own terms, with long-term strategy, autonomy, and authenticity driving their practice. But independence also meant navigating a complex set of technology, cybersecurity, and compliance requirements, an area where the founders quickly realized they needed deep industry expertise.

Before launching Luminescent, Erin and Trevor consulted with a business launch specialist who offered several recommended IT providers. Yet none felt like the right match. The firms weren’t wealth-management-specific, and the generalist approach made both founders uneasy. “They weren’t really industry focused,” they recalled. “And when you’re building an RIA from scratch, that lack of specialization is a real risk.”

Looking for a provider who truly understood the regulatory environment and the expectations placed on advisors, they turned to XY Planning Network for guidance. XYPN quickly referred them to Alles Technology. From their first conversation, the difference was unmistakable. “They understood our world, our regulatory requirements, and the pressure of a clean launch,” Erin said. “Their approach to IT felt like our approach to working with clients, which is collaborative, thoughtful, and high touch.”

Once engaged, Alles Technology became an essential partner in building Luminescent’s infrastructure. They set up the firm's laptops and configured all systems to meet compliance and cybersecurity standards. Alles secured the domain for their website, established their email environment, and ensured everything was implemented with strong protection and proper entitlements. They also guided Erin and Trevor through selecting and deploying the right software tools to support their launch and connected them with a compliance-approved provider for archiving emails, website content, and LinkedIn communications. Every step was handled with the urgency and precision required for a new RIA preparing to open its doors.

The real turning point, and the moment Alles proved indispensable, came just before the scheduled launch date. Luminescent’s marketing agency had fallen behind, leaving the website unfinished and putting the entire timeline at risk. Alles stepped in immediately. “The team at Alles completely saved our launch,” Erin said. “They fixed everything, got the website live, and made sure we could launch exactly when we planned. Without them, it simply wouldn’t have happened.”

Since launching, Luminescent has continued to rely on Alles as an ongoing technology and cybersecurity partner. They conduct monthly meetings to review tasks, discuss cybersecurity matters, and ensure all outstanding items are addressed. Whether helping troubleshoot day-to-day issues, configuring secure hybrid-work environments, or advising on technology decisions, Alles remains highly responsive and deeply engaged.

“They’re always quick to respond,” Erin noted. “Knowing we have that support behind us gives us peace of mind—especially in these early years where every decision matters.”

Reflecting on their launch, Erin and Trevor emphasize the importance of exploring multiple options, trusting your instincts, and choosing partners who feel aligned with your values and expectations. “Do your due diligence. Don’t just pick the first option,” they shared. “Work with people you trust, people who will actually deliver. That’s what made all the difference for us.”