Supporting the Breakaway Movement with White-Glove Cybersecurity and IT Solutions

From office build-outs to regulatory-grade cybersecurity, Alles delivers white-glove IT solutions that help new RIAs launch with confidence and scale with ease.

When Barret Frost of Breakaway Advisor Solutions launched his consulting firm to help employee-based advisors go independent, he knew technology would be one of the biggest challenges his clients would face. Having worked with Max Alles in a previous firm, Frost already understood the value Alles Technology could bring, and he made sure to keep Max top of mind as a trusted partner for his breakaway advisors.

“For advisors coming out of the employee model, IT was always taken care of for them,” explains Frost. “Once they decide to go independent, suddenly they’re staring at an empty office, trying to figure out cybersecurity, compliance, equipment, and remote access; it’s overwhelming. Having Max and his team take control of that build-out is a huge value add.”

As Frost’s clients spin out to form their own RIAs, Alles Technology steps in to design and implement the technology infrastructure needed to launch with confidence. From ordering and installing the right equipment to setting up secure systems for both in-office and remote work, Alles delivers end-to-end solutions tailored for the advisor’s practice.

Cybersecurity is at the heart of that support. “Regulators are laser-focused on cyber,” says Frost. “Having Max’s breadth of knowledge in that area gives my advisors real peace of mind. They know their systems are secure from day one.”

Frost has referred multiple breakaway teams to Alles, and every one of those has come back with positive feedback. “Not one of my advisors has ever had a bad experience,” Frost emphasizes. “In fact, most of them add more services from Alles over time. The white-glove service is second to none.”

Advisors especially appreciate the quick response times and personalized approach. From configuring split screens to selecting the right collaboration tools, Max and his team provide hands-on support that goes far beyond what most IT providers can offer. “If I send Max a question, he’s responding to me within minutes,” Frost notes. “That’s rare in this industry.”

Frost sees the breakaway trend accelerating, with more advisors looking to build enterprise value as independent business owners rather than as W-2 employees. He believes Alles Technology plays a critical role in that growth. “Max is well-connected in the RIA space, working with the same product providers and vendors advisors already know,” Frost says. “Advisors get best-in-class technology, but delivered through a boutique firm that cares deeply about the relationship.”

Even advisors coming from independent broker-dealers, where basic IT and cyber protections are provided, find a stark difference when they experience Alles’ service. “It’s a breath of fresh air,” says Frost. “They’re not just protecting systems; they’re empowering advisors to run their businesses with confidence.”

For Barret Frost and his consulting firm, Alles Technology has become an indispensable partner in helping advisors make the leap to independence. From the first day in a new office to long-term compliance and cyber resilience, Alles provides the solutions, strategy, and white-glove service that make independence not just possible, but sustainable.

“As the breakaway movement grows, having Max as part of my extended team gives me confidence too,” Frost concludes. “He’s the first call I make when an advisor needs help building their technology foundation.”